RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Smarter Bear Financial Advisory
RIAAUM $49.9MTEAM 2REPS 2
Gordon Financial
RIAAUM $49.9MTEAM 1REPS 2
Meridian Financial Group
RIAAUM $49.9MTEAM 2REPS 2
Stronghold Capital Partners LLC
RIAAUM $49.8MTEAM 10REPS 13
Wilson Financial Group, LLC
RIASuwanee, GA
AUM $49.8MTEAM 2REPS 1
Iron Horse Financial Services LLC
RIAAUM $49.8MTEAM 4REPS 4
Nord Associates LLC
RIAChanhassen, MN
AUM $49.8MTEAM 1REPS 1
Altai Capital Management, L.P.
RIAAUM $49.8MTEAM 4REPS 2
First Light Wealth
RIAHershey, PA
AUM $49.8MTEAM 1REPS 1
Defiant Capital Group
RIAWarrendale, PA
AUM $49.8MTEAM 3REPS 2
Buie Investment Advisors, LLC
RIACharlotte, NC
AUM $49.8MTEAM 2REPS 2
Dalton Financial LLC
RIAAUM $49.8MTEAM 1REPS 1
Jason Janes Wealth Management, Inc.
RIAPrinceton, MN
AUM $49.8MTEAM 2REPS 2
Launch Financial Planning
RIAAndover, MA
AUM $49.8MTEAM 2REPS 2
Boulevard Investment Management LLC
RIASanta Monica, CA
AUM $49.8MTEAM 1REPS 1
A to Z Financial Planning LLC
RIAOak Creek, WI
AUM $49.8MTEAM 2REPS 2
Bedrock Investment Advisors
RIAScottsdale, AZ
AUM $49.8MTEAM 6REPS 3
Wealthwise Financial Solutions, LLC
RIAAUM $49.8MTEAM 1REPS 1
Albright Capital Management LP
RIAArlington, VA
AUM $49.8MTEAM 7REPS 5
Time Value of Money, L.P.
RIAAustin, TX
AUM $49.7MTEAM 1REPS 1
Vista Way Advisors
RIAAUM $49.7MTEAM 3REPS 2
Halcyon Investment Advisor
RIAAUM $49.7MTEAM 3REPS 6
Mac Adams Wealth Advisors, LLC
RIAAUM $49.7MTEAM 1REPS 1
GT Financial, Ltd., L.L.C.
RIAMandeville, LA
AUM $49.7MTEAM 1REPS 1
Other AUM ranges
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