RIAs: Under $100M AUM
12,868 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Diablo Vista Capital, LLC
RIAAUM $90.2MTEAM 2REPS 2
Oak Crest Advisory, LLC
RIARochester, NY
AUM $90.2MTEAM 3REPS 3
Turner Wealth Advisory
RIAWoodstock, GA
AUM $90.1MTEAM 2REPS 2
Weiss Financial Group LLC
RIAMahopac, NY
AUM $90MTEAM 2REPS 2
Seven Canyons Advisors, LLC
RIASalt Lake City , UT
AUM $90MTEAM 6REPS 4
Waynefirebaugh, Inc.
RIARoanoke, VA
AUM $90MTEAM 3REPS 1
Fairbanks Financial Wealth Management
RIAAUM $90MTEAM 3REPS 4
K. D. Clewley Capital Management
RIAAUM $90MTEAM 1REPS 1
Freshfield Capital, LLC
RIAPlano, TX
AUM $90MTEAM 3REPS 1
Worldwide Capital Advisors, LLC
RIASouthgate, MI
AUM $90MTEAM 2REPS 1
Harvest Portfolio Management, LLC
RIAAUM $90MTEAM 1REPS 2
Sapphire Fiduciary Advisors, LLC
RIAAUM $90MTEAM 2REPS 2
Dynamic Legacy Planning
RIAGreenfield, IN
AUM $90MTEAM 2REPS 1
Novawave Capital
RIAMenlo Park, CA
AUM $90MTEAM 4REPS 2
Total Financial Management, LLC
RIAPoland, OH
AUM $90MTEAM 2REPS 2
HK Private Client, LLC
RIANaperville, IL
AUM $89.9MTEAM 3REPS 2
Ambassador Wealth Management, LLC
RIAVancouver, WA
AUM $89.9MTEAM 6REPS 2
Pogson & Matt Wealth Management Group
RIAPhoenix, AZ
AUM $89.9MTEAM 3REPS 3
Anthony J. Orlando Inc.
RIAOradell, NJ
AUM $89.9MTEAM 1REPS 1
Armada Capital LLC
RIAMexico City
AUM $89.9MTEAM 8REPS 3
Foster Investment Services
RIALexington, KY
AUM $89.9MTEAM 2REPS 2
Shelton Financial Advisors, LLC
RIAAUM $89.9MTEAM 1REPS 1
TWM Wealth Management Corp
RIAWest Linn, OR
AUM $89.9MTEAM 2REPS 2
Spreckels Wealth Management
RIAAUM $89.9MTEAM 1REPS 1
Other AUM ranges
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