RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Matt Montgomery
RIAJacksonville, TX
AUM $36.3MTEAM 1REPS 1
Green Era Financial LLC
RIAAUM $36.3MTEAM 2REPS 2
Marina Wealth Advisors
RIAAUM $36.3MTEAM 2REPS 2
Stone Ridge Advisors
RIAAUM $36.3MTEAM 1REPS 1
Slaten Wealth Management
RIAAnaheim, CA
AUM $36.2MTEAM 5REPS 1
Gilmore Financial Services, LLC
RIASan Mateo, CA
AUM $36.2MTEAM 1REPS 1
Lelah Financial, LLC
RIARiverwoods, IL
AUM $36.2MTEAM 1REPS 1
21:5 Advisors, LLC
RIAPeoria, AZ
AUM $36.2MTEAM 1REPS 1
Black Diamond Financial Planning, LLC
RIAAUM $36.2MTEAM 1REPS 1
Tolton Asset Management, LLC
RIALos Angeles, CA
AUM $36.1MTEAM 2REPS 2
GVR Investment Management, Inc.
RIATwo Rivers, WI
AUM $36.1MTEAM 3REPS 2
MT Financial Planning
RIALake Barrington, IL
AUM $36.1MTEAM 1REPS 1
Solitude Wealth Advisors, LLC
RIAHolladay, UT
AUM $36.1MTEAM 4REPS 2
Silicon Valley Capital Management
RIAAUM $36.1MTEAM 1REPS 2
Concourse Capital Advisors, LLC
RIAAtlanta, GA
AUM $36.1MTEAM 1REPS 2
Cothran Capital, LLC
RIAMemphis, TN
AUM $36.1MTEAM 2REPS 2
Nolan Capital Advisors LLC
RIAAUM $36.1MTEAM 2REPS 2
Double Eagle Partners, LLC
RIAAUM $36.1MTEAM 1REPS 1
Chinese Abraham Investment Advisors LLC
RIACupertino, CA
AUM $36MTEAM 3REPS 1
Hillvale Wealth Management, LLC
RIAKnoxville, TN
AUM $36MTEAM 2REPS 1
Kraft Financial, LLC
RIABloomington, IL
AUM $36MTEAM 1REPS 1
Millennial Wealth Management, LLC
RIABroomfield, CO
AUM $36MTEAM 2REPS 3
Rockwall Wealth Advisors
RIARockwall, TX
AUM $36MTEAM 1REPS 1
Serco Investments Inc.
RIAAUM $36MTEAM 1REPS 1
Other AUM ranges
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