RIAs: Under $100M AUM
12,874 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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
Walnut Investment Services LLC
RIABrooklyn, 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
Prima Wealth
RIAAUM $93.9MTEAM 1REPS 1
Cove Street Capital, LLC
RIAHermosa Beach, CA
AUM $93.8MTEAM 2REPS 2
Wealth Management Advisors, LLC
RIAAUM $93.8MTEAM 1REPS 1
Askeladden Capital
RIAAUM $93.8MTEAM 1REPS 1
Apogee Wealth Partners, LLC
RIAAUM $93.8MTEAM 3REPS 3
Pacific Global Advisory Group LLC
RIADallas, TX
AUM $93.7MTEAM 1REPS 1
Apex Research and Investments, LLC
RIAAUM $93.7MTEAM 1REPS 1
Other AUM ranges
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