RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Kenneth A. Dery & Associates
RIAWilloughby, OH
AUM $35MTEAM 3REPS 1
Financial Compass Corporation
RIAEden Prairie, MN
AUM $34.9MTEAM 3REPS 2
Global Financial Advisor I, LP
RIALewisville, TX
AUM $34.9MTEAM 1REPS 3
Storehouse Investments LLC
RIANew Castle, PA
AUM $34.9MTEAM 4REPS 3
Bolgiano Capital Management
RIAMidlothian, TX
AUM $34.9MTEAM 1REPS 1
Garabedian Wealth Management Group
RIAPasadena, CA
AUM $34.9MTEAM 3REPS 1
Force Acres, LLC
RIAAUM $34.9MTEAM 1REPS 1
Wealthnest Capital Inc.
RIAStaten Island, NY
AUM $34.9MTEAM 2REPS 2
Vintage Asset Advisors, LLC
RIAAUM $34.9MTEAM 1REPS 1
Windy Hill Ventures, Inc.
RIAAUM $34.8MTEAM 1REPS 1
Berenberg Asset Management LLC
RIANew York, NY
AUM $34.8MTEAM 30REPS 4
Midwest Investment And Retirement Management, Inc.
RIASaint John, IN
AUM $34.8MTEAM 2REPS 3
Moondance Investment Advisors, LLC
RIANew Hope, PA
AUM $34.8MTEAM 2REPS 3
Rise Investment Management, LLC
RIAChicago, IL
AUM $34.8MTEAM 2REPS 2
Belle Eve Financial
RIAAUM $34.8MTEAM 1REPS 1
Lakeside Financial Inc.
RIAAUM $34.8MTEAM 1REPS 1
Viceroy Investment Advisors LLC
RIAEverett, WA
AUM $34.8MTEAM 1REPS 1
Torrey Pines Financial, Inc.
RIASan Diego, CA
AUM $34.8MTEAM 2REPS 2
Ocean Breeze Wealth LLC
RIAAUM $34.8MTEAM 1REPS 1
Endurance Financial LLC
RIACary, NC
AUM $34.7MTEAM 5REPS 1
Woodland Investment Consulting LLC
RIAAUM $34.7MTEAM 1REPS 1
Grenda Group
RIABuffalo, NY
AUM $34.7MTEAM 3REPS 1
Origin Investment Advisory LLC
RIAAUM $34.7MTEAM 41REPS 36
Wealth Management Group Ag
RIAZurich
AUM $34.7MTEAM 4REPS 3
Other AUM ranges
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