RIAs: Under $100M AUM

12,907 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Castle Financial

AUM $1.1MTEAM 1REPS 1

Plain Talk Financial Planning, LLC

AUM $1.1MTEAM 1REPS 1

Frazier Wealth Management

Tannersville, PA

AUM $1.1MTEAM 1REPS 1

Colorado Diversified Financial

Longmont, CO

AUM $1.1MTEAM 1REPS 1

Obel Financial Advisors

San Mateo, CA

AUM $1.1MTEAM 1REPS 1

Dynamic Investment Strategies, Inc.

AUM $1.1MTEAM 1REPS 1

Fleetstar Financial

Boston, MA

AUM $1.1MTEAM 5REPS 1

Social Justice Capital LLC

AUM $1.1MTEAM 1REPS 1

In the Money Retirement Planning Limited Liability Company

Waterford, CT

AUM $1.1MTEAM 1REPS 1

Pleasanton Wealth

Pleasanton, CA

AUM $1.1MTEAM 1REPS 1

Stardust Capital

AUM $1.1MTEAM 1REPS 1

Tomkiewicz Wealth Management

AUM $1.1MTEAM 1REPS 1

Wonderland Financial Planning

AUM $1.1MTEAM 1REPS 1

Progress Alliance Investment Services

AUM $1.1MTEAM 1REPS 2

BMR Global Wealth Management Group, Inc.

Melbourne, FL

AUM $1.1MTEAM 1REPS 1

Emerald Haven Investments Corp

AUM $1.1MTEAM 1REPS 1

Envisage

Geneva

AUM $1MTEAM 9REPS 4

Liberty Street Capital, LLC

AUM $1MTEAM 2REPS 1

East Bay Equities LLC

AUM $1MTEAM 1REPS 1

OT Advisors LLC

Boca Raton, FL

AUM $1MTEAM 2REPS 3

Wrought Iron Financial LLC

Canal Fulton, OH

AUM $1MTEAM 1REPS 1

Bateman Capital Management, Inc.

Leavenworth, KS

AUM $1MTEAM 1REPS 1

Luna Partners

AUM $1MTEAM 2REPS 2

Ghost Strategies LLC

AUM $1MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,773 FIRMS $500M – $1BReported AUM2,405 FIRMS $1B – $5BReported AUM3,233 FIRMS Over $5BReported AUM2,032 FIRMS

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