RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Evla Hills Equity Services LLC
RIASaratoga, CA
AUM $51.6MTEAM 1REPS 1
DBA Generational Wealth Strategies
RIAIrvine, CA
AUM $51.6MTEAM 2REPS 2
Bassett Financial Advisors
RIAFort Wayne, IN
AUM $51.6MTEAM 1REPS 1
Northstar Capital Advisors LLC
RIAAUM $51.6MTEAM 2REPS 2
Purevest
RIAStaten Island, NY
AUM $51.6MTEAM 2REPS 3
Purple Dog Investments LLC
RIASpringfield, NJ
AUM $51.6MTEAM 1REPS 1
Weiser Financial Planning LLC
RIAAUM $51.5MTEAM 1REPS 1
Retirement Planning Solutions, LLC
RIAAUM $51.5MTEAM 1REPS 1
Launch Wealth
RIAHays, KS
AUM $51.5MTEAM 3REPS 2
Sentinel Advisory Corp
RIAFernandina Beach, FL
AUM $51.5MTEAM 1REPS 1
Rich Dewitt Wealth Management LLC
RIAChattanooga, TN
AUM $51.5MTEAM 1REPS 1
Aspire Wealth Management
RIAOverland Park, KS
AUM $51.4MTEAM 12REPS 1
Gugle Wealth Advisory
RIAAUM $51.4MTEAM 1REPS 1
Asymmetric Advantage Capital Management, LLC
RIABellevue, WA
AUM $51.4MTEAM 2REPS 2
Clarity Financial Design
RIASarasota, FL
AUM $51.4MTEAM 2REPS 1
Axiom Investment Solutions LLC
RIAAUM $51.4MTEAM 1REPS 1
Tuma Financial, LLC
RIAAUM $51.4MTEAM 1REPS 1
Open Wealth Network
RIAAUM $51.3MTEAM 1REPS 1
Martorell Capital Partners, LLC
RIAGreenwich, CT
AUM $51.3MTEAM 2REPS 1
Mason Financial Services
RIARedlands, CA
AUM $51.3MTEAM 3REPS 1
Cantu Tactical Wealth Management, Inc.
RIAAUM $51.3MTEAM 2REPS 2
Anweiler Financial Management, LLC
RIANew Haven, IN
AUM $51.3MTEAM 1REPS 1
Houssels Capital Management, LLC
RIALas Vegas, NV
AUM $51.3MTEAM 1REPS 1
Upholdings
RIANashville, TN
AUM $51.3MTEAM 2REPS 2
Other AUM ranges
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