RIAs: Under $100M AUM
12,986 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Spiehs Wealth Management, Inc.
RIAGrand Island, NE
AUM $32MTEAM 1REPS 1
Tenet Retirement Services LLC
RIAAUM $32MTEAM 3REPS 3
Haberkorn Financial Services, Inc.
RIALouisville, CO
AUM $32MTEAM 2REPS 1
Earndex, LLC
RIAAUM $32MTEAM 1REPS 1
Alpha Retirement Wealth, LLC
RIAGold River, CA
AUM $32MTEAM 1REPS 1
True Abundance Advisors
RIAAUM $32MTEAM 1REPS 1
James A. Colley, Inc.
RIALake Placid, FL
AUM $31.9MTEAM 1REPS 1
Moore Private Wealth L.L.C.
RIAAUM $31.9MTEAM 1REPS 1
Jordan Capital Am, LLC
RIAAtlanta, GA
AUM $31.9MTEAM 6REPS 3
Avista Wealth Management
RIANorthbrook, IL
AUM $31.9MTEAM 1REPS 1
Variant Perception
RIACharlotte, NC
AUM $31.9MTEAM 1REPS 4
W.A. Wimberly & Associates, Inc.
RIAAUM $31.9MTEAM 2REPS 1
Tudor Advisors LLC
RIAMiami, FL
AUM $31.9MTEAM 3REPS 4
Southworth Investment Management, LLC
RIAAUM $31.9MTEAM 1REPS 2
Firstline Financial LLC
RIAGilbert, AZ
AUM $31.8MTEAM 2REPS 1
Neo-Criterion Capital Limited
RIAHong Kong
AUM $31.8MTEAM 8REPS 3
Cambridge Wealth Management, LLC
RIACambridge, NY
AUM $31.8MTEAM 1REPS 1
Legion Capital Management, LLC
RIAAUM $31.8MTEAM 1REPS 1
Ongoing Wealth Management
RIAAUM $31.8MTEAM 2REPS 2
AFL Advisory Group LLC
RIAOlean, NY
AUM $31.8MTEAM 1REPS 1
Exponent Wealth LLC
RIAAUM $31.8MTEAM 4REPS 7
Bruce A. Kraig Associates
RIAAUM $31.8MTEAM 2REPS 2
Balopole Investment Management Corporation
RIASan Mateo, CA
AUM $31.8MTEAM 1REPS 1
Colsara National Wealth Management LLC
RIAAUM $31.8MTEAM 1REPS 1
Other AUM ranges
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