RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Catalyst International Advisors LLC
RIASan Juan, PR
AUM $58MTEAM 15REPS 4
Iron Path Wealth Management, Inc.
RIAAUM $58MTEAM 1REPS 1
Lazarus Financial Planning
RIAAUM $58MTEAM 1REPS 1
Fleming Financial Services
RIAMesa, AZ
AUM $58MTEAM 8REPS 4
Street Smart Financial, LLC
RIALexington, MA
AUM $58MTEAM 2REPS 1
Farrar Financials
RIAAUM $58MTEAM 1REPS 1
EMA Sma LLC
RIANaples, FL
AUM $58MTEAM 2REPS 2
The Private Client Advisory Group, LLC
RIAManasquan, NJ
AUM $57.9MTEAM 4REPS 4
Ultimate Retirement Products, Inc.
RIAAUM $57.9MTEAM 1REPS 1
FOY Financial Services, Inc.
RIAAUM $57.9MTEAM 1REPS 2
Red Hills Capital, LLC
RIATallahassee, FL
AUM $57.9MTEAM 3REPS 2
Sodium Advisors Inc.
RIASanta Clara, CA
AUM $57.9MTEAM 1REPS 1
Journey Financial Management, LLC
RIABowling Green, KY
AUM $57.9MTEAM 5REPS 4
LCI Advisors
RIAAUM $57.8MTEAM 3REPS 3
Retirement Solutions Investments, Inc.
RIAProvo, UT
AUM $57.8MTEAM 2REPS 2
Dyken Wealth Strategies, Inc.
RIAAUM $57.8MTEAM 1REPS 1
Wilson Investment Advisory Services, LLC
RIAAUM $57.8MTEAM 1REPS 1
Kailai Advisers Ltd.
RIALos Angeles, CA
AUM $57.8MTEAM 9REPS 5
Hafele Investments
RIALouisville, KY
AUM $57.7MTEAM 4REPS 3
Dunlap Equity Management, LLC
RIASan Francisco, CA
AUM $57.7MTEAM 1REPS 1
EFC Wealth Management Firm LLC
RIALos Angeles, CA
AUM $57.7MTEAM 5REPS 3
30-40 Wealth Partners
RIAAUM $57.7MTEAM 3REPS 1
Steele Asset Management
RIAAUM $57.7MTEAM 1REPS 1
Amplify Endowment Management, LLC
RIAAUM $57.6MTEAM 1REPS 1
Other AUM ranges
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