RIAs: Under $100M AUM
12,995 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
GREAT OAK WEALTH MANAGEMENT, INC
RIAAUM $99.3MTEAM 2REPS 2
WATERFRONT CAPITAL PARTNERS LLC
RIANew York, NY
AUM $99.3MTEAM 4REPS 2
BERGEN PARK CAPITAL MANAGEMENT, LLC
RIABIGFORK, MT
AUM $99.3MTEAM 5REPS 2
GASKIN WEALTH MANAGEMENT
RIAMORAGA, CA
AUM $99.3MTEAM 1REPS 1
HENNEY WEALTH MANAGEMENT
RIALos Angeles, CA
AUM $99.2MTEAM 3REPS 2
TIMPANOGOS FINANCIAL ADVISORS, INC.
RIAOREM, UT
AUM $99.2MTEAM 2REPS 2
HATFIELD INSURANCE & FINANCIAL SERVICES, INC.
RIABURBANK, CA
AUM $99.2MTEAM 4REPS 1
ASPEN LEAF WEALTH MANAGEMENT, PBC
RIALAKEWOOD, CO
AUM $99.2MTEAM 3REPS 3
INNOVATIVE WEALTH MANAGEMENT, LLC
RIAJESUP, IA
AUM $99.1MTEAM 2REPS 2
VERITAS WEALTH ADVISORS
RIARENO, NV
AUM $99MTEAM 3REPS 3
CAZ GP STAKES ADVISER LLC
RIAHOUSTON, TX
AUM $99MTEAM 83REPS 3
CRESCENT WEALTH ADVISORY, LLC
RIAAtlanta, GA
AUM $99MTEAM 5REPS 5
MERSEREAU, LAZENBY & ROCKAS, L.L.C.
RIASUWANEE, GA
AUM $99MTEAM 13REPS 5
SOUND PLANNING AND INVESTMENTS, LLC
RIAAUM $99MTEAM 1REPS 1
OLD FORGE WEALTH MANAGEMENT, LLC
RIAWARWICK, RI
AUM $99MTEAM 3REPS 2
COVE FINANCIAL PLANNING, LLC
RIAAUM $99MTEAM 1REPS 1
INSIGHT, CORP.
RIABOULDER, CO
AUM $99MTEAM 3REPS 3
MY WEALTH PLANNERS
RIALONGMONT, CO
AUM $99MTEAM 4REPS 2
GRANITE VALUE CAPITAL, LLC
RIAHANOVER, NH
AUM $98.9MTEAM 3REPS 2
ROYAL AMERICAN FINANCIAL ADVISORS, LLC
RIAMENIFEE, CA
AUM $98.9MTEAM 3REPS 2
BARTON ADVISORY SERVICES, L.L.C.
RIALAFAYETTE, LA
AUM $98.8MTEAM 2REPS 2
MONSOUR ADVISORY SERVICES, INC.
RIAROANOKE, VA
AUM $98.8MTEAM 1REPS 1
SYNERGY CAPITAL
RIAFORT COLLINS, CO
AUM $98.8MTEAM 2REPS 3
BIENVENUE WEALTH LLC
RIANEW ORLEANS, LA
AUM $98.8MTEAM 2REPS 2
Other AUM ranges
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