RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Canterbury Tollgate
RIABrentwood, TN
AUM $57.2MTEAM 3REPS 3
Life By Design Investment Advisory Services
RIADana Point, CA
AUM $57.2MTEAM 4REPS 1
Prosperity Wealth Management
RIAAUM $57.2MTEAM 1REPS 2
Integrity Financial Advisors, LLC
RIAGrand Rapids, MI
AUM $57.2MTEAM 3REPS 3
Prominence Capital
RIAEagle, ID
AUM $57.1MTEAM 1REPS 1
NGC Financial, LLC
RIABayside, NY
AUM $57.1MTEAM 1REPS 1
Masani Wealth Management, LLC
RIAAUM $57.1MTEAM 1REPS 1
Loftus Wealth Strategies
RIAAUM $57.1MTEAM 2REPS 1
Summit Investment Advisory Group LLC
RIAHuntingdon Valley, PA
AUM $57.1MTEAM 2REPS 2
Newoak Asset Management LLC
RIANew York, NY
AUM $57.1MTEAM 6REPS 1
Financial Counsel, LLC
RIAAUM $57.1MTEAM 1REPS 1
Renew Wealth Management LLC
RIAAlexandria, VA
AUM $57MTEAM 3REPS 1
Silver Lake Advisors, LLC
RIAAUM $57MTEAM 1REPS 1
Ellija Capital Management, LLC
RIAAUM $57MTEAM 2REPS 2
EMG
RIASouth Burlington, VT
AUM $57MTEAM 4REPS 4
Thompson Investment Advisors
RIALouisville, KY
AUM $57MTEAM 1REPS 1
Benefit & Investment Consulting, LLC
RIAAUM $57MTEAM 1REPS 1
Financially Healthy, LLC
RIAOakland, CA
AUM $57MTEAM 1REPS 1
Calhoun Financial Planning And Management
RIAMinneapolis, MN
AUM $57MTEAM 1REPS 1
Boreal Advisors LLC
RIANew Brighton, MN
AUM $57MTEAM 1REPS 1
Live Oak Wealth Management, LLC
RIACovington, LA
AUM $57MTEAM 3REPS 3
First Down Financial
RIAChuluota, FL
AUM $57MTEAM 10REPS 2
Harvard Avenue Investment Advisory
RIAAUM $57MTEAM 3REPS 3
Paulo Financial Advisors, LLC
RIAAUM $57MTEAM 1REPS 1
Other AUM ranges
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