RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
SVL Investment Management
RIAPlacentia, CA
AUM $39.8MTEAM 3REPS 4
Ales29 Advisors, Inc
RIAAUM $39.8MTEAM 1REPS 1
Newleaf Wealth Management, LLC
RIAAUM $39.7MTEAM 1REPS 1
MFG Capital, Inc.
RIATrenton, MI
AUM $39.7MTEAM 3REPS 1
B1 Financial
RIAAventura, FL
AUM $39.7MTEAM 4REPS 3
Weil Enterprises, Inc.
RIAAUM $39.7MTEAM 2REPS 1
Registered Investment Advisors, LLC
RIAAUM $39.7MTEAM 1REPS 1
Strategic Financial Alliance, LLC
RIAAUM $39.7MTEAM 1REPS 1
Deeringer Wealth Management, LLC
RIASacramento, CA
AUM $39.7MTEAM 1REPS 1
Privileged Planning Inc.
RIAGreen Cove Springs, FL
AUM $39.7MTEAM 5REPS 1
Trinity Capital Management, LLP
RIABrookhaven, GA
AUM $39.7MTEAM 1REPS 2
Jaguar Investment Services, Ltd
RIAMarana, AZ
AUM $39.7MTEAM 1REPS 1
Index Wealth Advisors, LLC
RIAOverland Park, KS
AUM $39.6MTEAM 2REPS 2
BTC Financial Management Co
RIABethany, MO
AUM $39.6MTEAM 6REPS 10
GCB Private Wealth
RIAAUM $39.6MTEAM 2REPS 2
Davis & Wehrle, LLC
RIARound Rock, TX
AUM $39.6MTEAM 2REPS 2
Bill Losey Retirement Solutions, LLC
RIAAUM $39.6MTEAM 1REPS 1
Msress III Manager, L.L.C.
RIANew York, NY
AUM $39.6MTEAM 372REPS 11
Catton Capital Partners, LLC
RIASan Francisco, CA
AUM $39.6MTEAM 2REPS 2
Financial Decisions (USA) LLC
RIAAUM $39.6MTEAM 1REPS 1
Mazuelos & Company Wealth Management
RIAAUM $39.6MTEAM 1REPS 1
Equalize Capital LLC
RIASan Juan, PR
AUM $39.5MTEAM 4REPS 6
Bequest Capital LLC
RIASarasota, FL
AUM $39.5MTEAM 8REPS 3
Vineyard Wealth Advisory LLC
RIAAUM $39.5MTEAM 2REPS 2
Other AUM ranges
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