RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
ESH Wealth Management LLC
RIAAUM $30.5MTEAM 1REPS 1
Amplio Wealth
RIAAUM $30.5MTEAM 1REPS 1
Trew Advisors, LLC
RIAAUM $30.4MTEAM 1REPS 1
Oaks Wealth Management
RIAHouston, TX
AUM $30.4MTEAM 2REPS 1
Unfcu Advisors LLC
RIALong Island City, NY
AUM $30.4MTEAM 4REPS 2
Schuler Capital Management LLC
RIAAUM $30.4MTEAM 1REPS 1
Firethorn Partners, LLC
RIAVancouver, British Columbia
AUM $30.4MTEAM 4REPS 4
Skaggs Financial Planning, LLC
RIAAUM $30.4MTEAM 1REPS 1
Aegis Wealth AdvisorS. LLC
RIAHartland, WI
AUM $30.4MTEAM 3REPS 2
Third Act Retirement Planning, Inc.
RIAMarietta, GA
AUM $30.4MTEAM 2REPS 1
JW Thompson Investments LLC
RIAAUM $30.4MTEAM 2REPS 2
August Wealth Management
RIAPortland, ME
AUM $30.4MTEAM 1REPS 1
Guidepost Financial Planning, LLC
RIAFort Collins, CO
AUM $30.4MTEAM 1REPS 1
Creative Financial Planning Advisors, Inc.
RIASouth Bend, IN
AUM $30.4MTEAM 1REPS 2
Cary Financial Planning, LLC
RIACary, NC
AUM $30.4MTEAM 2REPS 2
Dmlo Wealth Planning, LLC
RIALouisville, KY
AUM $30.4MTEAM 9REPS 6
Richard N. Sirott Accountancy Corporation
RIAAUM $30.4MTEAM 1REPS 1
Portfolioarc, L.L.C.
RIAAUM $30.4MTEAM 1REPS 1
Bridgeport Asset Management, LLC
RIAMadison, WI
AUM $30.4MTEAM 1REPS 1
Aurelien Capital Partners
RIAChicago, IL
AUM $30.4MTEAM 4REPS 3
Partners Capital Management, Inc.
RIAAUM $30.4MTEAM 2REPS 2
Meeting House Capital, LLC
RIAConcord, MA
AUM $30.3MTEAM 1REPS 1
Franklin Madison Private Wealth
RIAPittsburgh, PA
AUM $30.3MTEAM 1REPS 1
Lifewater Wealth Management
RIADuluth, GA
AUM $30.3MTEAM 2REPS 1
Other AUM ranges
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