RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Acme Credit Partners
RIANew York, NY
AUM $43.8MTEAM 5REPS 3
Busbee Wealth Advisors LLC
RIACedar Rapids, IA
AUM $43.8MTEAM 1REPS 1
Hussmen Financial
RIAMidlothian, VA
AUM $43.8MTEAM 1REPS 1
Sector Logic, LP
RIASanta Ana, CA
AUM $43.8MTEAM 1REPS 1
Leading Edge Wealth Management, LLC
RIARolling Meadows, IL
AUM $43.7MTEAM 1REPS 1
Dennis Glynn, Cpa
RIARocky Hill, CT
AUM $43.7MTEAM 1REPS 2
Schuler Wealth Planning LLC
RIAColumbus, OH
AUM $43.7MTEAM 3REPS 3
Cypress Point Financial Advisors
RIAAUM $43.7MTEAM 1REPS 1
Pugh Wealth Management, LLC
RIAKnoxville, TN
AUM $43.7MTEAM 3REPS 5
Greenrock Wealth Management, LLC
RIAEast Grand Rapids, MI
AUM $43.7MTEAM 1REPS 2
SRC Wealth Advisors LLC
RIAAUM $43.7MTEAM 1REPS 1
Private Wealth Management Solutions, LLC
RIABellevue, WA
AUM $43.7MTEAM 1REPS 1
One Day Wealth
RIAAUM $43.6MTEAM 2REPS 2
FSP Advisors, Inc.
RIARochester, NY
AUM $43.6MTEAM 5REPS 4
Greenstone Wealth Management
RIAForest City, IA
AUM $43.6MTEAM 5REPS 4
Defined Capital LLC
RIAOak Brook, IL
AUM $43.6MTEAM 1REPS 1
Retirement Portfolio Partners
RIAWarrenville, IL
AUM $43.6MTEAM 1REPS 1
Truvize Financial Planning
RIAEl Paso, TX
AUM $43.6MTEAM 2REPS 2
Grey Rhodes Advisors, LLC
RIAPalm Beach Gardens, FL
AUM $43.6MTEAM 2REPS 3
Northbound Wealth
RIAIndianapolis, IN
AUM $43.5MTEAM 2REPS 1
Pamet Advisors LLC
RIAAUM $43.5MTEAM 1REPS 1
Evoke Financial Services, LLC
RIAAUM $43.5MTEAM 1REPS 1
Tacoma Investment Group
RIAAUM $43.5MTEAM 1REPS 1
Lifetime Financial Foundations, LLC
RIAAUM $43.5MTEAM 1REPS 1
Other AUM ranges
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