RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Monarch Wealth Management, LLC
RIALeawood, KS
AUM $49.6MTEAM 1REPS 1
Gilliland Investment Management, Inc.
RIACanyon, TX
AUM $49.6MTEAM 1REPS 2
M Capital Wealth Management, LLC
RIACheraw, SC
AUM $49.6MTEAM 2REPS 2
Wright Asset Management Inc
RIAManasquan, NJ
AUM $49.5MTEAM 2REPS 2
Holmes Investment Management, Inc.
RIABrockton, MA
AUM $49.5MTEAM 3REPS 4
Hafnia Financial, Inc.
RIASan Diego, CA
AUM $49.5MTEAM 2REPS 2
GSI Funds LLC
RIAHunt Valley, MD
AUM $49.5MTEAM 2REPS 2
Aventail Wealth Management, LLC
RIAWinter Haven, FL
AUM $49.4MTEAM 2REPS 11
O'Brien And Associates, Inc.
RIAAUM $49.4MTEAM 2REPS 2
Twin Harbors Wealth Management LLC
RIAAberdeen, WA
AUM $49.4MTEAM 1REPS 1
Sentry Financial Planning, LLC
RIAAUM $49.4MTEAM 2REPS 2
Mcwhorter Capital Investments
RIAAUM $49.4MTEAM 1REPS 1
UL Wealth LLC
RIAValdosta, GA
AUM $49.4MTEAM 4REPS 3
Stonebridge Capital Management Nw, LLC
RIAAUM $49.4MTEAM 2REPS 2
Capital Investment Partners LLC
RIAGainesville, GA
AUM $49.4MTEAM 2REPS 2
Bancreek Capital Management, LP
RIASanta Monica, CA
AUM $49.3MTEAM 3REPS 3
Investment Answers
RIALouisville, KY
AUM $49.3MTEAM 2REPS 2
Jadwin Asset Management LLC
RIAGreenwich, CT
AUM $49.3MTEAM 1REPS 2
Sage Wealth Advisors LLC
RIAAUM $49.3MTEAM 1REPS 1
Gianotti Wealth Advisory
RIAKankakee, IL
AUM $49.3MTEAM 1REPS 1
Castle Rock Financial Planning, Inc.
RIAMendota Heights, MN
AUM $49.3MTEAM 2REPS 1
Balanced Investment Advisors, LLC
RIACedar Rapids, IA
AUM $49.3MTEAM 2REPS 2
IRL Financial, LLC
RIAAUM $49.3MTEAM 1REPS 1
Rockrose Capital Management, LLC
RIASan Francisco, CA
AUM $49.3MTEAM 1REPS 3
Other AUM ranges
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