RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Savvi Financial LLC
RIAWaltham, MA
AUM $44.7MTEAM 22REPS 7
Blake Financial Counsel, LLC
RIAAtlanta, GA
AUM $44.7MTEAM 2REPS 2
Girdwood Capital LLC
RIAAUM $44.7MTEAM 1REPS 1
Plentiful Wealth, LLC
RIALouisville, KY
AUM $44.7MTEAM 2REPS 1
A-Team Financial Investments
RIAOklahoma City, OK
AUM $44.7MTEAM 2REPS 2
Ebco Trustee Services Ltd LiaB. Co
RIAChiasso Ticino
AUM $44.7MTEAM 4REPS 3
JKM Wealth Management Inc
RIABoca Raton, FL
AUM $44.6MTEAM 2REPS 1
Lifetime Financial
RIATakoma Park, MD
AUM $44.6MTEAM 2REPS 2
Qualified Planning
RIASan Diego, CA
AUM $44.6MTEAM 2REPS 4
Rauch Advisory LLC
RIAChesapeake, VA
AUM $44.6MTEAM 5REPS 3
Pathfinder Financial Services
RIAAUM $44.6MTEAM 2REPS 1
Fortress Investment Services, Ltd
RIAAUM $44.6MTEAM 1REPS 1
Eastlake Planning LLC
RIAAUM $44.6MTEAM 1REPS 1
Aetolia Capital LLC
RIAAUM $44.5MTEAM 1REPS 1
Lighthouse Capital, LLC
RIABoston, MA
AUM $44.5MTEAM 3REPS 1
Peak Wealth Group LLC
RIASt. Augustine, FL
AUM $44.5MTEAM 2REPS 2
Jackson Money Management, Incorporated
RIAAUM $44.5MTEAM 2REPS 2
Casey Wealth Management, Inc.
RIAOrland Park, IL
AUM $44.5MTEAM 2REPS 2
Good Life Private Wealth, LLC
RIAFort Worth, TX
AUM $44.5MTEAM 2REPS 2
Silverlake Portfolio Advisors LLC
RIAAUM $44.5MTEAM 1REPS 1
Future Perfect Planning, LLC
RIAAUM $44.5MTEAM 1REPS 1
Roslund, John Cabell
RIAAUM $44.4MTEAM 1REPS 1
Oak Springs Wealth Management, LLC
RIAAUM $44.4MTEAM 2REPS 2
Intelligent Investing
RIAClayton, CA
AUM $44.4MTEAM 1REPS 1
Other AUM ranges
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