RIAs: Under $100M AUM

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

Arnie Advisors LLC

AUM $52KTEAM 2REPS 2

Schafer Investment Group, Inc.

Mount Pleasant, MI

AUM $52KTEAM 1REPS 1

Prime Sentry Wealth Management LLC

Addison, TX

AUM $51KTEAM 1REPS 1

Opportunity Cost Investors LLC

AUM $50.3KTEAM 1REPS 1

Double I Investments, LLC

AUM $50KTEAM 3REPS 3

Tailored Tax And Wealth

AUM $50KTEAM 1REPS 1

Keychain Asset Management

AUM $50KTEAM 1REPS 1

Craven Capital LLC

New York, NY

Lifetime Investments & Insurance LLC

Peoria, AZ

AUM $50KTEAM 1REPS 1

Amplified Alpha

Dallas, TX

AUM $45.2KTEAM 2REPS 2

Walsh Financial LLC

AUM $45.1KTEAM 1REPS 1

Stephen F. Hill And Associates L.L.C.

AUM $45KTEAM 1REPS 1

Core Asset Management Company

AUM $44.6KTEAM 1REPS 1

Revelations Asset Management LLC

AUM $44.5KTEAM 1REPS 1

Butler-Davis Financial Group, LLC

Covington, GA

AUM $44.1KTEAM 1REPS 1

Penta Capital Strategies LLC

AUM $43.6KTEAM 1REPS 1

Family Wealth Coaching, LLC

Plano, TX

AUM $42.6KTEAM 1REPS 1

Outlive Financial Planning LLC

AUM $42KTEAM 1REPS 1

Wealthgap

AUM $40.7KTEAM 1REPS 1

Versalife Advisors

AUM $40.1KTEAM 1REPS 1

BA Global Capital

Newark, NJ

AUM $40KTEAM 1REPS 1

Candlestick Ai

AUM $40KTEAM 2REPS 2

Vantar

New York, NY

AUM $40KTEAM 4REPS 1

Kiepe Wealth Management

AUM $40KTEAM 1REPS 2

Other AUM ranges

$100M – $500MReported AUM7,670 FIRMS $500M – $1BReported AUM2,397 FIRMS $1B – $5BReported AUM3,230 FIRMS Over $5BReported AUM2,035 FIRMS

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