RIAs: Under $100M AUM
12,992 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Newpark Wealth Management
RIAPark City, UT
AUM $59MTEAM 1REPS 1
Revolution Wealth, LLC
RIAChantilly, VA
AUM $59MTEAM 3REPS 3
Ridgeline Asset Management, LLC
RIAAUM $59MTEAM 2REPS 1
Wilson Wealth Stewardship
RIAMacon, GA
AUM $58.9MTEAM 4REPS 2
Axiom Private Wealth, LLC
RIACharlotte, NC
AUM $58.9MTEAM 2REPS 2
TIM Crawford Cpa
RIABridgeport, MI
AUM $58.9MTEAM 1REPS 1
Arrow Investment Management LLC
RIAOklahoma City, OK
AUM $58.9MTEAM 1REPS 1
Mcbee Advisors, Inc.
RIAGlendale, AZ
AUM $58.9MTEAM 1REPS 1
Rockdale Financial Services, Inc.
RIAEatontown, NJ
AUM $58.9MTEAM 5REPS 3
Legacy & Wealth Financial Advisors
RIAIrvine, CA
AUM $58.8MTEAM 1REPS 1
Alpha Wealth Management, LLC
RIAHemet, CA
AUM $58.8MTEAM 1REPS 1
Johnson Capital Advisory, LLC
RIAMilford, OH
AUM $58.8MTEAM 1REPS 1
Ardent Capital
RIAMountain View, CA
AUM $58.8MTEAM 1REPS 1
Grow Rasmussen Consulting LLC
RIABoise, ID
AUM $58.7MTEAM 4REPS 5
Elevation Financial Partners, LLC
RIAWesterville, OH
AUM $58.7MTEAM 3REPS 3
Robinson Global Investment Management LLC
RIAAUM $58.7MTEAM 2REPS 2
Mangolds Investment Advisors Inc.
RIALancaster, PA
AUM $58.7MTEAM 3REPS 3
Amfg Wealth Management LLC
RIAWestlake, OH
AUM $58.7MTEAM 4REPS 4
Argus Equity Partners, LLC
RIAAUM $58.7MTEAM 2REPS 2
Avance Private Wealth LLC
RIAAUM $58.7MTEAM 1REPS 1
Wyser-Pratte Management Co, Inc.
RIABedford Hills, NY
AUM $58.6MTEAM 2REPS 1
Classic Financial & Investment Services, Inc.
RIAAUM $58.6MTEAM 1REPS 1
Finch Capital Management LLC
RIAAustin, TX
AUM $58.6MTEAM 1REPS 1
Capital Insights Group Of Wny, LLC
RIABuffalo, NY
AUM $58.6MTEAM 3REPS 3
Other AUM ranges
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