RIAs: Under $100M AUM
12,986 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Brightstone Capital Management, LLC
RIASt Clair Port Of Spain
AUM $31MTEAM 1REPS 1
R.M. Shannon Wealth Management, LLC
RIASaint Paul, MN
AUM $31MTEAM 1REPS 1
Personal Financial Management, Inc.
RIAAUM $31MTEAM 1REPS 1
SJC Capital Advisors LLC
RIAAUM $30.9MTEAM 1REPS 1
Tifin Give
RIABoulder, CO
AUM $30.9MTEAM 20REPS 3
Bayview Investment Counsel, Inc
RIAStevensville, MD
AUM $30.9MTEAM 2REPS 2
Valentine Investments, LLC
RIADallas, TX
AUM $30.9MTEAM 2REPS 2
Chancellor Financial Services, Inc.
RIAOrland Park, IL
AUM $30.9MTEAM 1REPS 1
Financial One, Inc.
RIAAUM $30.9MTEAM 1REPS 1
Strada Wealth Management, LLC
RIAWest Lake Hills, TX
AUM $30.9MTEAM 5REPS 1
FMT Investment Advisory
RIAAUM $30.9MTEAM 1REPS 1
Iplan
RIAWinter Haven, FL
AUM $30.9MTEAM 1REPS 1
Obran Capital Advisors LLC
RIAAUM $30.9MTEAM 4REPS 4
Virtue Wealth Counsel, LLC
RIAOmaha, NE
AUM $30.8MTEAM 3REPS 3
Harmony Road Advisors
RIAAUM $30.8MTEAM 2REPS 2
Arrowhead Wealth Management Corp.
RIAModesto, CA
AUM $30.8MTEAM 2REPS 2
Lowry Financial Services
RIAAUM $30.8MTEAM 1REPS 1
J. Franklin Financial LLC
RIAMetter, GA
AUM $30.8MTEAM 1REPS 1
Sunnybranch Wealth LLC
RIAAUM $30.8MTEAM 1REPS 2
Manikay Partners
RIANew York, NY
AUM $30.8MTEAM 2REPS 2
Engels Investment Advisors, LLC
RIAAUM $30.8MTEAM 1REPS 1
SJ Boyle Wealth Planning, LLC
RIAHanover, NH
AUM $30.7MTEAM 1REPS 1
Phronimos Capital, LLC
RIAAUM $30.7MTEAM 1REPS 1
Hurley Wealth Management Group, Inc
RIAOakland, FL
AUM $30.7MTEAM 3REPS 2
Other AUM ranges
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