RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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
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
MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLC
RIACANFIELD, OH
AUM $93.8MTEAM 3REPS 3
APOGEE WEALTH PARTNERS, LLC
RIAAUM $93.8MTEAM 3REPS 3
PACIFIC GLOBAL ADVISORY GROUP LLC
RIADALLAS, TX
AUM $93.7MTEAM 1REPS 1
Other AUM ranges
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