RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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
Inverlochy Capital, Inc.
RIAAUM $44.4MTEAM 5REPS 1
Advisor Services, Inc.
RIATucson, AZ
AUM $44.4MTEAM 1REPS 1
Lussenheide Capital Management, Inc
RIAAUM $44.4MTEAM 2REPS 2
Salzman Financial Management LLC
RIABethel, CT
AUM $44.4MTEAM 1REPS 1
FAO Wealth Inc
RIATrumbull, CT
AUM $44.4MTEAM 2REPS 2
Alphacopia
RIAAUM $44.4MTEAM 2REPS 2
Thompson Wealth Advisors
RIAStatesville, NC
AUM $44.4MTEAM 1REPS 1
Star Wealth Advisors
RIABoca Raton, FL
AUM $44.4MTEAM 11REPS 12
Diversified Planning Concepts, Inc.
RIAAUM $44.3MTEAM 2REPS 2
Clearwealth
RIAAUM $44.3MTEAM 2REPS 2
Rockcrest Financial LLC
RIASomers Point, NJ
AUM $44.3MTEAM 3REPS 3
Intero Financial Planning, LLC
RIAAUM $44.3MTEAM 1REPS 1
Zetlmaier Wealth Management LLC
RIASeattle, WA
AUM $44.3MTEAM 1REPS 1
Aikapa
RIACorte Madera, CA
AUM $44.3MTEAM 1REPS 1
Other AUM ranges
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