RIAs: Under $100M AUM
12,872 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Belmont Financial, LLC
RIAAUM $92.6MTEAM 1REPS 1
Alberg Financial Services, Inc.
RIAAUM $92.6MTEAM 1REPS 1
Oak Maple Finance, LLC
RIABurlington, VT
AUM $92.5MTEAM 5REPS 2
Lodestar Advisory Group, LLC
RIANaples, FL
AUM $92.5MTEAM 3REPS 2
Vault Fiduciary LLC
RIAAUM $92.5MTEAM 1REPS 1
Mooney Financial
RIAJacksonville Beach, FL
AUM $92.5MTEAM 2REPS 2
Dorothy J. Cole
RIAAUM $92.5MTEAM 5REPS 1
Kyleshill Financial Planning
RIAColumbus, OH
AUM $92.5MTEAM 1REPS 1
Strava Financial, LLC
RIAWestlake Village, CA
AUM $92.4MTEAM 2REPS 1
Tekmen Wells LLC
RIANew York, NY
AUM $92.4MTEAM 2REPS 2
Ascension Financial
RIAFort Collins, CO
AUM $92.4MTEAM 4REPS 4
Premier Southwest Planning Group, LLC
RIAAUM $92.3MTEAM 6REPS 4
Newport Securities Corporation
RIAAUM $92.3MTEAM 1REPS 1
Qvg, LLC
RIAAUM $92.3MTEAM 3REPS 3
Xalts
RIAPhiladelphia, PA
AUM $92.3MTEAM 7REPS 6
Family Partners Capital, LLC
RIAHamilton, MA
AUM $92.3MTEAM 2REPS 3
Big Cedar Investment Advisors
RIAScottsdale, AZ
AUM $92.2MTEAM 1REPS 1
Ithaka Financial Planning, LLC
RIAChevy Chase, MD
AUM $92.2MTEAM 3REPS 3
Sovereign Financial Services, LLC
RIAPhoenix, MD
AUM $92.1MTEAM 2REPS 2
IWC Asset Management LLC
RIAAUM $92.1MTEAM 1REPS 1
Murphy Investment Advisors, Inc.
RIAPasadena, CA
AUM $92MTEAM 1REPS 1
Portsea Investments, Inc.
RIAAUM $92MTEAM 1REPS 1
IDG Advisors, LLC
RIADenver, CO
AUM $92MTEAM 1REPS 2
Emberhouse, LLC
RIAAUM $92MTEAM 1REPS 1
Other AUM ranges
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