RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Sinnet Capital Management, LLC
RIAClayton, MO
AUM $37.6MTEAM 4REPS 2
The Sherwin Group
RIASaint Peter, MN
AUM $37.6MTEAM 2REPS 2
Oakmont Financial Services, L.L.C.
RIAAUM $37.6MTEAM 1REPS 1
RIM Associates, Inc
RIAAUM $37.6MTEAM 1REPS 1
Core Wealth Management, LLC
RIAOklahoma City, OK
AUM $37.6MTEAM 3REPS 3
Gateway Wealth Management, LLC
RIAGuntersville, AL
AUM $37.6MTEAM 1REPS 1
Volumetric Advisers
RIAAUM $37.6MTEAM 2REPS 3
Lance Parker Wealth Management
RIASan Luis Obispo, CA
AUM $37.5MTEAM 1REPS 1
Hermitage Wealth
RIARichmond, VA
AUM $37.5MTEAM 14REPS 6
Pathway Financial Planning
RIAAUM $37.5MTEAM 1REPS 1
EPS Wealth Management
RIAAUM $37.5MTEAM 8REPS 3
Northstar Investment Partners
RIAAlpharetta, GA
AUM $37.5MTEAM 6REPS 4
Retirement Systems LLC
RIAAUM $37.5MTEAM 5REPS 4
Fremont Wealth Management, LP
RIASouthport, CT
AUM $37.5MTEAM 1REPS 1
Second Mountain Financial, Inc.
RIARedondo Beach, CA
AUM $37.4MTEAM 1REPS 1
Financial Planning Advisors, Inc.
RIAAlton, IL
AUM $37.4MTEAM 1REPS 1
Peachtree Creek Investments
RIAAUM $37.4MTEAM 1REPS 1
PDE Wealth Advisors, LLC
RIARancho Cucamonga, CA
AUM $37.4MTEAM 1REPS 1
Assurance Wealth Management
RIAThe Woodlands, TX
AUM $37.4MTEAM 2REPS 1
Acruence Capital, LLC
RIADallas, TX
AUM $37.4MTEAM 1REPS 1
Johnson Private Wealth Management, LLC
RIASarasota, FL
AUM $37.3MTEAM 2REPS 2
Premier Financial Advisory Services, LLC
RIASuwanee, GA
AUM $37.3MTEAM 2REPS 1
Capital Financial Consultants Group, Inc.
RIASan Juan Capastrano, CA
AUM $37.3MTEAM 5REPS 2
Doty Equity Advisors, Inc.
RIAAUM $37.3MTEAM 1REPS 1
Other AUM ranges
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