RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Cassandra Smalley Wealth Management
RIAAUM $36.6MTEAM 1REPS 1
Afsc Advisors, Inc
RIACouncil Bluffs, IA
AUM $36.5MTEAM 1REPS 1
T.M. Murphy Investment Management, Inc.
RIAAUM $36.5MTEAM 1REPS 1
Chaney Financial Services, Inc.
RIAGlendale, CA
AUM $36.5MTEAM 1REPS 1
Gemcorp Capital Advisors LLC
RIANew York, NY
AUM $36.5MTEAM 1REPS 3
Rosemary Frank Financial, LLC
RIABrentwood, TN
AUM $36.5MTEAM 1REPS 1
Cobb Wealth Management, LLC
RIAKansas City, MO
AUM $36.5MTEAM 1REPS 1
Royal Wealth Management
RIAAUM $36.5MTEAM 3REPS 2
White Pine Financial LLC
RIAAUM $36.4MTEAM 2REPS 2
Mindful Wealth
RIASaint Louis, MO
AUM $36.4MTEAM 1REPS 3
DH Asset Management, LLC
RIAAUM $36.4MTEAM 1REPS 1
Percy E. Bolton Associates, Inc.
RIAPasadena, CA
AUM $36.4MTEAM 1REPS 1
Lenape Investments, LLC
RIAAUM $36.4MTEAM 1REPS 1
Saint Francis Capital
RIAWinder, GA
AUM $36.4MTEAM 1REPS 3
Bellwether Capital Management LLC
RIAFair Oaks, CA
AUM $36.4MTEAM 1REPS 2
Key Focus Wealth LLC
RIASan Ramon, CA
AUM $36.4MTEAM 1REPS 1
North Haven Financial LLC
RIAAUM $36.4MTEAM 2REPS 2
Eureka Wealth Management
RIAAUM $36.4MTEAM 1REPS 1
Lakeland Wealth Management LLC
RIAMemphis, TN
AUM $36.4MTEAM 1REPS 1
Financial Planning Professionals, Inc.
RIAStuart, FL
AUM $36.4MTEAM 1REPS 1
Koehler Financial Services, Inc.
RIAStevensville, MI
AUM $36.4MTEAM 1REPS 1
Margo Park Financial
RIASan Diego, CA
AUM $36.3MTEAM 3REPS 3
Malt Partners Management LLC
RIANashville, TN
AUM $36.3MTEAM 2REPS 1
Moore Wealth Partners, LLC
RIAHendersonville, TN
AUM $36.3MTEAM 1REPS 1
Other AUM ranges
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