RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Hartwell & Company
RIASaint Joseph, MI
AUM $54.8MTEAM 4REPS 3
Conkin Financial Group, Inc.
RIAEdmond, OK
AUM $54.8MTEAM 1REPS 1
REA Financial
RIAOrlando, FL
AUM $54.8MTEAM 4REPS 4
Alpha Strategies Corporation
RIAAUM $54.8MTEAM 1REPS 1
Capital Resources and Insurance, Inc
RIAHuntington Beach, CA
AUM $54.8MTEAM 2REPS 1
Trusted Financial Advisors
RIAAUM $54.8MTEAM 1REPS 1
Bugdal Zinsser Asset Management, Inc.
RIAAUM $54.8MTEAM 2REPS 2
Honor Wealth Management, LLC
RIATomball, TX
AUM $54.8MTEAM 2REPS 1
S.H. Capital Management Corp.
RIABoca Raton, FL
AUM $54.8MTEAM 1REPS 1
Ocean Advisors, LLC
RIACharlotte, NC
AUM $54.8MTEAM 1REPS 1
Kdhb V Capital Management, LLC
RIAAtlanta, GA
AUM $54.8MTEAM 1REPS 1
Stinson Capital Management, LLC
RIAAUM $54.8MTEAM 3REPS 1
Murray Street Capital Advisors, LLC
RIAFort Lauderdale, FL
AUM $54.7MTEAM 1REPS 1
Brightstone Advisors LLP
RIAFishers, IN
AUM $54.7MTEAM 3REPS 3
Lincolnbridge Financial Planning, LLC
RIAOglesby, IL
AUM $54.7MTEAM 3REPS 3
Canyon Creek Investment Advisors
RIAAUM $54.7MTEAM 2REPS 2
Harmony Wealth Management LLC
RIAAUM $54.7MTEAM 1REPS 1
Freitag Financial Group, LLC
RIACharlotte, NC
AUM $54.7MTEAM 1REPS 1
Groesbeck Investment Management Corp
RIAGlen Rock, NJ
AUM $54.7MTEAM 1REPS 2
Wakeful
RIAMiami, FL
AUM $54.7MTEAM 4REPS 2
Fairport Advisors, Inc.
RIAScottsdale, AZ
AUM $54.7MTEAM 7REPS 8
Honor Family Office, LLC
RIASanta Barbara, CA
AUM $54.7MTEAM 1REPS 1
P.A. Schopen & Associates, LLC
RIALakewood, CO
AUM $54.7MTEAM 2REPS 2
Twombly Asset Management LLC
RIANorthfield, IL
AUM $54.7MTEAM 3REPS 2
Other AUM ranges
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