RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Global Key Advisors
RIAAUM $34.3MTEAM 6REPS 4
O'Brien Asset Management
RIAAUM $34.3MTEAM 1REPS 1
Kingdom Wealth Advisers
RIAGilbert, AZ
AUM $34.3MTEAM 1REPS 1
Sentinel Wealth Inc
RIABonita Springs, FL
AUM $34.3MTEAM 3REPS 2
Lange Asset Management, Inc.
RIAAUM $34.3MTEAM 1REPS 1
Park Wealth Management, LLC
RIAGreensboro, NC
AUM $34.2MTEAM 1REPS 1
5 Stone Financial Group, LLC
RIAAUM $34.2MTEAM 3REPS 2
Millennium Planning Group, LLC
RIAPittsboro, NC
AUM $34.2MTEAM 3REPS 3
Odingard Capital Management
RIATulsa, OK
AUM $34.2MTEAM 6REPS 3
DON A. Slabaugh, LLC
RIAAUM $34.2MTEAM 1REPS 1
ERA Capital Management LLC
RIAAUM $34.2MTEAM 1REPS 1
Discovery Wealth Planning LLC
RIAVienna, VA
AUM $34.2MTEAM 1REPS 1
Westchester Capital Partners, LLC
RIAValhalla, NY
AUM $34.2MREPS 8
A & P Wealth Management
RIAAUM $34.2MTEAM 2REPS 2
Vesta Financialcare
RIAPhiladelphia, PA
AUM $34.2MTEAM 1REPS 1
Burdick Wealth Management, LLC
RIAAUM $34.2MTEAM 1REPS 1
Wrona Investment Management, LLC
RIAAUM $34.1MTEAM 2REPS 1
Frank Elmer Investment Strategies LLC
RIALos Altos, CA
AUM $34.1MTEAM 1REPS 1
Inaltis Capital Management, LLC
RIAAUM $34.1MTEAM 1REPS 1
Capstone Wealth Management, Inc
RIASanta Ana, CA
AUM $34.1MTEAM 2REPS 1
DES Financial Group, LLC
RIABrea, CA
AUM $34.1MTEAM 1REPS 1
Upstate Advisers Inc
RIAPittsford, NY
AUM $34.1MTEAM 1REPS 1
Perspective Advisors, LLC
RIABartlesville, OK
AUM $34MTEAM 3REPS 2
Capital Advisors
RIAAUM $34MTEAM 1REPS 0
Other AUM ranges
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