RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
The Hatlestad Group
RIAEdina, MN
AUM $47.9MTEAM 1REPS 1
Brightpath Financial, Inc.
RIAAUM $47.9MTEAM 1REPS 1
Dubeau Capital USA Inc.
RIAQuebec City Quebec
AUM $47.9MTEAM 6REPS 2
Pariveda Investment Management
RIAMountain View, CA
AUM $47.9MTEAM 2REPS 2
Servant Wealth Management LLC
RIAMemphis, TN
AUM $47.9MTEAM 4REPS 1
Stoney Creek Advisors LLC
RIARochester Hills, MI
AUM $47.9MTEAM 4REPS 5
Sanskar Advisors, Inc.
RIANyack, NY
AUM $47.9MTEAM 1REPS 1
RJR Financial Services
RIANewport Beach, CA
AUM $47.9MTEAM 1REPS 1
CM Financial Advisors, LLC
RIARocky Hill, CT
AUM $47.9MTEAM 2REPS 2
Apex Fiduciary Advisors LLC
RIAMiddleton, WI
AUM $47.8MTEAM 2REPS 2
Clearvue Advisors LLC
RIAAUM $47.8MTEAM 1REPS 1
Franklin Street Capital LLC
RIAAUM $47.8MTEAM 2REPS 2
The Leonard Financial Group, LLC
RIARiverside, CA
AUM $47.8MTEAM 2REPS 2
Barson Financial Planning
RIAAUM $47.8MTEAM 1REPS 1
MC Financial Management, Inc.
RIAAUM $47.8MTEAM 2REPS 2
Elion Financial, LLC
RIATucson, AZ
AUM $47.8MTEAM 1REPS 1
Mac Investment Management
RIAAUM $47.8MTEAM 1REPS 1
Ziment Financial Advisors, Inc.
RIAAUM $47.8MTEAM 3REPS 3
Dollinger Management Inc.
RIAAUM $47.7MTEAM 2REPS 2
RS Wealth Management, Inc.
RIAAUM $47.7MTEAM 1REPS 1
Graylark Financial, LLC
RIAAUM $47.7MTEAM 3REPS 2
Compass
RIAFairfield, CT
AUM $47.7MTEAM 5REPS 3
Cookson Financial, LLC
RIAExcelsior, MN
AUM $47.7MTEAM 1REPS 1
Legacy Investment Services, LLC
RIARancho Cucamonga, CA
AUM $47.7MTEAM 10REPS 5
Other AUM ranges
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