RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Patuxent Financial Planning, LLC
RIAAUM $35.3MTEAM 1REPS 1
Dorfman Value Investments LLC
RIANewton, MA
AUM $35.3MTEAM 2REPS 2
Sorfis Investments, LLC
RIAChardon, OH
AUM $35.2MTEAM 3REPS 3
Simple Life Financial
RIAAUM $35.2MTEAM 2REPS 2
Insight Investment Solutions
RIAEugene, OR
AUM $35.2MTEAM 1REPS 1
Sharp Wealth Management
RIASpringfield, MO
AUM $35.2MTEAM 1REPS 1
Broad Reach Wealth Management, LLC
RIASarasota, FL
AUM $35.2MTEAM 1REPS 1
Conway Asset Management, Inc.
RIAGrosse Pointe Farms, MI
AUM $35.2MTEAM 1REPS 1
PF Wealth Management Group, LLC
RIAOakland, CA
AUM $35.2MTEAM 1REPS 1
Buell Investment Advisors
RIAGlastonbury, CT
AUM $35.2MTEAM 4REPS 4
Bayview Investment Counsel, Inc
RIAStevensville, MD
AUM $35.1MTEAM 2REPS 1
The Ivy League Advisory Group, LLC
RIASan Tan Valley, AZ
AUM $35.1MTEAM 2REPS 3
SKY Vision Wealth, LLC
RIAColumbus, OH
AUM $35.1MTEAM 1REPS 2
Trendcalc Dynamics
RIAColumbus, OH
AUM $35.1MTEAM 1REPS 1
Pharmd Financial Planning LLC
RIAOwatonna, MN
AUM $35.1MTEAM 1REPS 1
Modern Financial
RIAMonument, CO
AUM $35MTEAM 3REPS 3
Luminate Financial Planning
RIAAUM $35MTEAM 1REPS 1
Shalom Global Capital Group LLC
RIASan Jose, CA
AUM $35MTEAM 1REPS 1
Ten Talents Asset Management
RIAAUM $35MTEAM 1REPS 1
Simply Steward
RIACentennial, CO
AUM $35MTEAM 1REPS 1
Grand Slam Asset Management, LLC
RIAEnglewood Cliffs, NJ
AUM $35MTEAM 2REPS 2
Montecito Capital Management
RIASanta Barbara, CA
AUM $35MTEAM 1REPS 1
Leatherback Asset Management, LLC
RIAPalm Beach Gardens, FL
AUM $35MTEAM 1REPS 1
Talomon Capital Limited
RIALondon
AUM $35MTEAM 6REPS 2
Other AUM ranges
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