RIAs: Under $100M AUM

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

Hoffman Wealth Advisors

Dallas, TX

AUM $12.9KTEAM 1REPS 1

Piedmont Financial Consulting

Laurel, MD

AUM $12.9KTEAM 1REPS 1

Harsh Wealth Management LLC

AUM $12.5KTEAM 1REPS 1

Shonan Gold Financial LLC

AUM $12KTEAM 1REPS 2

Atlantic Financial Management LLC

AUM $11KTEAM 1REPS 1

TE Advisors LLC

Quincy, MA

AUM $10.7KTEAM 5REPS 4

Quantca Financial

Edmonds, WA

AUM $10.4KTEAM 2REPS 2

Izuchi LLC

AUM $10KTEAM 1REPS 1

Bryn Mawr Investments

AUM $10KTEAM 1REPS 1

Focused Trading And Investments, Inc.

AUM $10KTEAM 1REPS 1

USA 401k

Springfield, MA

AUM $8.1KTEAM 1REPS 1

Shanti Capital LLC

AUM $8KTEAM 1REPS 2

Dinerazo Inc.

North Miami, FL

AUM $7.5KTEAM 4REPS 3

Atlas Capital Advisory LLC

AUM $7.4KTEAM 1REPS 1

Nestvst

Sugar Land, TX

AUM $7.1KTEAM 4REPS 1

American Dream

St Petersburg, FL

AUM $6.7KTEAM 1REPS 1

Onward Financial Advising LLC

AUM $6.6KTEAM 1REPS 1

Young Investment Advisors, Inc

Atlanta, GA

AUM $6.3KTEAM 2REPS 7

YRN Industries LLC

AUM $6.3KTEAM 1REPS 1

Johnson, Marshall, Lee

AUM $6.2KTEAM 1REPS 1

Whiteswan Trading Corporation

San Francisco, CA

AUM $6KTEAM 1REPS 1

Juarez, Andreas

AUM $5.7KTEAM 1REPS 1

Cardinal Wealth Management LLC

AUM $5KTEAM 1REPS 1

Carbon Wealth Management

Tampa, FL

AUM $5KTEAM 3REPS 1

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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