RIAs: Under $100M AUM

12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

BAF Advisors Corp

Miami, FL

AUM $1.4MTEAM 2REPS 3

Roschman Capital Advisors, LLC

Fort Lauderdale, FL

AUM $1.4MTEAM 1REPS 1

Southmore Financial Advisory LLC

AUM $1.4MTEAM 1REPS 1

Calado Capital

New York, NY

AUM $1.4MTEAM 1REPS 1

Pendulum Asset Management, LLC

AUM $1.4MTEAM 1REPS 1

Your Money Matters Wealth Management, LLC

Sayre, PA

AUM $1.4MTEAM 2REPS 1

Wealth Team LLC

AUM $1.4MTEAM 1REPS 1

Health & Wealth Works LLC

AUM $1.4MTEAM 1REPS 1

Mobjack Investments

AUM $1.4MTEAM 1REPS 1

Colab Capital

St George, UT

AUM $1.4MTEAM 2REPS 2

Forthright Partnerstm

AUM $1.4MTEAM 3REPS 3

Desert Financial Advisers

AUM $1.4MTEAM 1REPS 1

Valley Regional Capital Management LLC

AUM $1.4MTEAM 1REPS 1

Full Bloom Financial

Northville, MI

AUM $1.4MTEAM 1REPS 1

Seneca Wealth Advisors, LLC

Westport, CT

AUM $1.3MTEAM 1REPS 1

ESI Advisors

Ponce, PR

AUM $1.3MTEAM 1REPS 1

Open Wealth Management LLC

AUM $1.3MTEAM 1REPS 1

Capital Advice, LLC

AUM $1.3MTEAM 1REPS 1

Larsen Financial Management

San Antonio, TX

AUM $1.3MTEAM 1REPS 1

Measured Money Maneuvers

AUM $1.3MTEAM 1REPS 1

Atai Capital Management LLC

AUM $1.3MTEAM 1REPS 1

Integrated Wealth Planners LLC

Oak Brook, IL

AUM $1.3MTEAM 1REPS 1

D'Arcy Wealth Management, Inc. - A California Corporation

AUM $1.3MTEAM 1REPS 2

Total Assets Management, Inc.

Lake Oswego, OR

AUM $1.3MTEAM 2REPS 2

Other AUM ranges

$100M – $500MReported AUM7,677 FIRMS $500M – $1BReported AUM2,399 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,035 FIRMS

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