RIAs: Under $100M AUM
12,928 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Mitchell Advisory Inc
RIAReston, VA
AUM $94.2MTEAM 1REPS 1
Lyke Financial
RIACanton, OH
AUM $94.2MTEAM 3REPS 2
Circle N Advisors, LLC
RIAFishkill, NY
AUM $94.2MTEAM 3REPS 4
Bayridge Financial Group, Inc.
RIARockville Center, NY
AUM $94.2MTEAM 5REPS 3
King Wealth Advisors, LLC
RIASan Mateo, CA
AUM $94.1MTEAM 2REPS 2
Iron River Capital LLC
RIADurango, CO
AUM $94.1MTEAM 5REPS 5
Copper River Advisors LLC
RIAEnglewood, CO
AUM $94.1MTEAM 3REPS 2
Forward Wealth Management, LLC
RIACharlotte, NC
AUM $94.1MTEAM 1REPS 1
Luesink Stenstrom Financial
RIANew York, NY
AUM $94.1MTEAM 2REPS 2
Flow Financial Planning, L.L.C.
RIAAUM $94.1MTEAM 2REPS 1
Newman's Financial Planning
RIAAUM $94.1MTEAM 1REPS 1
Gravity Capital Management LLC
RIANew York, NY
AUM $94MTEAM 2REPS 1
Target Rock Wealth Management, LLC
RIANew York, NY
AUM $94MTEAM 4REPS 4
Capital Wealth Planners, LLC
RIAFolsom, CA
AUM $94MTEAM 1REPS 1
Walnut Investment Services LLC
RIABrooklynn, NY
AUM $94MTEAM 2REPS 2
Insight Financial Group, Inc.
RIASchaumburg, IL
AUM $94MTEAM 1REPS 1
Ballard Wealth Management LLC
RIAClermont, FL
AUM $94MTEAM 1REPS 1
Henley & Company Wealth Management LLC
RIAUniondale, NY
AUM $93.9MTEAM 6REPS 7
The Brock Group, LLC
RIAPlymouth, MI
AUM $93.9MTEAM 1REPS 1
Voss Wealth Management
RIAEndicott, NY
AUM $93.9MTEAM 1REPS 1
Sage Wealth Advisory
RIAAUM $93.9MTEAM 3REPS 2
Taylor & Williams, Inc.
RIALutz, FL
AUM $93.9MTEAM 4REPS 1
Diversified Wealth Management Solutions, LLC
RIAFresno, CA
AUM $93.9MTEAM 1REPS 1
AOT Invest LLC
RIADavenport, IA
AUM $93.9MTEAM 1REPS 3
Other AUM ranges
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