RIAs: Under $100M AUM
12,928 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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 1
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
Brown Wealth Management, LLC
RIAConyers, GA
AUM $98.8MTEAM 1REPS 1
Other AUM ranges
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