RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
9i Capital Group LLC
RIAAUM $51.7MTEAM 3REPS 3
Alpine Asset Management
RIAZephyr Cove, NV
AUM $51.7MTEAM 1REPS 1
Anchor Bay Private Wealth LLC
RIACarlsbad, CA
AUM $51.7MTEAM 7REPS 6
Stash Wealth, LLC
RIANew York, NY
AUM $51.7MTEAM 3REPS 3
Harmoney Wealth, Pllc
RIAAUM $51.7MTEAM 2REPS 1
Sonoran Capital Management, LLC
RIAAUM $51.7MTEAM 2REPS 2
Convey Wealth LLC
RIABurbank, CA
AUM $51.7MREPS 1
Eureka Financial Planners, LLC
RIAAUM $51.7MTEAM 1REPS 1
Rocco R. Santomenno
RIAAUM $51.7MTEAM 1REPS 1
Sapphire Wealth Consulting, Inc.
RIAPonte Vedra, FL
AUM $51.6MTEAM 1REPS 1
Evla Hills Equity Services LLC
RIASaratoga, CA
AUM $51.6MTEAM 1REPS 1
Long Family Office
RIAWilmington, NC
AUM $51.6MTEAM 4REPS 2
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
Other AUM ranges
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