RIAs: Under $100M AUM
12,990 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
The Table Financial Planning LLC
RIAAUM $57.4MTEAM 4REPS 4
Welon Partners
RIAMontgomery, AL
AUM $57.4MTEAM 3REPS 2
Network Investment Advisors Incorporated
RIACommack, NY
AUM $57.4MTEAM 5REPS 1
JLA Capital, LLC
RIAAUM $57.4MTEAM 1REPS 1
Embark Wealth Management, LLC
RIATempe, AZ
AUM $57.4MTEAM 3REPS 4
Springsteel Investment Advisors, LLC
RIAPhoenix, AZ
AUM $57.4MTEAM 2REPS 2
Sankota Capital LLC
RIAChicago, IL
AUM $57.4MTEAM 4REPS 2
Nautical Star Financial Group LLC
RIAIrving, TX
AUM $57.4MTEAM 5REPS 4
Centurion Counsel Inc
RIASan Diego, CA
AUM $57.4MTEAM 3REPS 3
Hayden Capital
RIALos Angeles, CA
AUM $57.4MTEAM 2REPS 1
Comprehensive Investment Management, LLC
RIAAUM $57.3MTEAM 6REPS 5
OWL And Ore Wealth Planning
RIAPleasant Hill, CA
AUM $57.3MTEAM 1REPS 1
Nottinghill Investment Advisers, Ltd
RIACincinnati, OH
AUM $57.2MTEAM 4REPS 2
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
Other AUM ranges
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