RIAs: Under $100M AUM
12,986 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Invision Capital Advisor, LLC
RIAAUM $31.8MTEAM 1REPS 1
BDJ Wealth Management LLC
RIAPlano, TX
AUM $31.8MTEAM 2REPS 1
Alpha Advisors, LLC
RIALakeland, FL
AUM $31.8MTEAM 3REPS 3
Firmament Financial
RIAAUM $31.7MTEAM 1REPS 1
Gillikin Advisors Limited
RIAAUM $31.7MTEAM 1REPS 1
Northstar Wealth Management LLC
RIAAUM $31.7MTEAM 1REPS 1
A B L E Wealth Management Solutions LLC
RIAAnn Arbor, MI
AUM $31.7MTEAM 1REPS 1
John M. Leonard, LLC
RIADouglas, MI
AUM $31.7MTEAM 1REPS 1
Prospect Enhanced Yield Management, LLC
RIAWest Palm Beach, FL
AUM $31.7MTEAM 61REPS 3
Wealth Management Group
RIAAUM $31.7MTEAM 7REPS 7
MDW Capital Management Corp.
RIALos Angeles, CA
AUM $31.7MTEAM 1REPS 1
Lake Jericho, LLC
RIAChicago, IL
AUM $31.7MTEAM 1REPS 1
Vertical Wealth, LLC
RIAIndianapolis, IN
AUM $31.7MTEAM 2REPS 2
WBH Financial Services, LLC
RIALake Oswego, OR
AUM $31.7MTEAM 2REPS 1
Pioneer Financial Advisors
RIAPrairie Village, KS
AUM $31.6MTEAM 1REPS 1
Wesley Owen Bales Investment Advisory Service
RIAAUM $31.6MTEAM 1REPS 1
New Line Capital, LLC
RIAAUM $31.6MTEAM 3REPS 3
Exponential Wealth Management, LLC
RIAAUM $31.6MTEAM 1REPS 1
ESG Wealth Advisors
RIAAUM $31.6MTEAM 1REPS 1
American Financial Management, Ltd.
RIAOwings Mills, MD
AUM $31.6MTEAM 2REPS 2
Creative Funding Corporation
RIABloomfield, CT
AUM $31.6MTEAM 2REPS 1
Cross Financial Strategies, LLC
RIAAUM $31.5MTEAM 1REPS 1
E2I Financial Group, LLC
RIACharlotte, NC
AUM $31.5MTEAM 1REPS 2
Growth Point Financial LLC
RIAAUM $31.5MTEAM 2REPS 1
Other AUM ranges
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