RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Financial Planning Associates, Inc.
RIAEllisville, MO
AUM $29.9MTEAM 2REPS 1
Diamond Peak Wealth Management LLC
RIABend, OR
AUM $29.9MTEAM 1REPS 0
Five Factor Capital Advisors
RIARye Brook, NY
AUM $29.9MTEAM 1REPS 1
Sora Wealth, LLC
RIALincolnwood, IL
AUM $29.9MTEAM 1REPS 1
Mari Legacy Group, LLC
RIACalabasas, CA
AUM $29.9MTEAM 1REPS 1
Integrated Capital Planning LLC
RIABend, OR
AUM $29.9MTEAM 1REPS 2
Seneca Private Wealth, LLC
RIALos Angeles, CA
AUM $29.9MTEAM 5REPS 5
Kingfisher Investors LLC
RIAWestport, CT
AUM $29.8MTEAM 2REPS 1
Cimarron Capital Management, LLC
RIAAUM $29.8MTEAM 1REPS 1
Encompass Financial Planning
RIAWest Linn, OR
AUM $29.8MTEAM 1REPS 1
Stratford Investment Advisory Group, Inc.
RIAMount Prospect, IL
AUM $29.8MTEAM 1REPS 1
Port Capital Management
RIAMassapequa, NY
AUM $29.8MTEAM 1REPS 1
Windward Partners, L.L.C.
RIAAUM $29.8MTEAM 1REPS 3
Metis Capital Management LLC
RIAAUM $29.8MTEAM 1REPS 1
Aurora Strategic Advisors, LLC
RIALumberton, NC
AUM $29.8MTEAM 4REPS 2
ATI Wealth Partners, LLC
RIAAUM $29.8MTEAM 1REPS 1
Williams Financial Planning, Inc.
RIAFort Worth, TX
AUM $29.8MTEAM 1REPS 1
KCM
RIAAUM $29.8MTEAM 1REPS 1
Cpasset Management, Inc.
RIAAUM $29.8MTEAM 1REPS 1
Ascendant Capital Research, Ltd.
RIAAUM $29.8MTEAM 2REPS 2
MG Financial Management, LLC
RIADoylestown, PA
AUM $29.8MTEAM 1REPS 1
Fischer Wealth Advisors, LLC
RIAAUM $29.7MTEAM 1REPS 1
Dunn Financial Advisors, LLC
RIAAUM $29.7MTEAM 1REPS 1
Face 2 Face Financial Planning, LLC
RIAPortage, MI
AUM $29.7MTEAM 1REPS 1
Other AUM ranges
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