RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Jersey Shore Financial Advisors LLC
RIATinton Falls, NJ
AUM $32.7MTEAM 1REPS 1
Thi, Inc.
RIAAUM $32.7MTEAM 1REPS 1
Tabula Rasa Advisors, LLC
RIAMountain Brk, AL
AUM $32.7MTEAM 2REPS 2
Desla Wealth Management
RIAWest Des Moines, IA
AUM $32.7MTEAM 3REPS 2
Beacon Bay Asset Management LLC
RIAAUM $32.7MTEAM 1REPS 1
Twin Robins Capital
RIAKansas City, MO
AUM $32.7MTEAM 2REPS 2
David W. Mckinlay, Chfc
RIAAUM $32.6MTEAM 1REPS 1
Platinum Planning, Inc.
RIASarasota, FL
AUM $32.6MTEAM 1REPS 1
TGA Capital Management
RIABraintree, MA
AUM $32.6MTEAM 2REPS 2
Ascend Wealth Management LLC
RIAAUM $32.6MTEAM 1REPS 1
The Financial Preserve At Lonier Financial Advisory LLC
RIAAUM $32.6MTEAM 1REPS 1
Sage Tree Wealth
RIAFairport, NY
AUM $32.6MTEAM 2REPS 2
Francis Capital Management, Inc.
RIAAUM $32.6MTEAM 1REPS 1
Ironcrest Capital Management LLC
RIASanta Barbara, CA
AUM $32.6MTEAM 1REPS 1
Elderrock Financial LLC
RIAEverett, WA
AUM $32.6MTEAM 1REPS 1
Chesapeake Capital Management, LLC
RIABelcamp, MD
AUM $32.6MTEAM 8REPS 4
Pettibone Wealth Management, LLC
RIAHannibal, MO
AUM $32.5MTEAM 2REPS 1
Sensus Wealth Management Group LLC
RIASan Antonio, TX
AUM $32.5MTEAM 4REPS 2
Frontenac Partners, L.L.C.
RIAAUM $32.5MTEAM 1REPS 1
Franklin Trend Investment Management, LLC
RIABoise, ID
AUM $32.5MTEAM 1REPS 1
Macc IV Group
RIAAUM $32.5MTEAM 1REPS 1
Saunders Investment Management LLC
RIAAUM $32.5MTEAM 1REPS 1
Advosion
RIAAUM $32.5MTEAM 1REPS 1
Lunin-Pack Planning And Advice, LLC
RIACold Spring, NY
AUM $32.4MTEAM 2REPS 2
Other AUM ranges
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