RIAs: Under $100M AUM
12,868 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Emerald Blue Advisors
RIALaguna Hills, CA
AUM $89.4MTEAM 4REPS 3
Legacy Group
RIATyler, TX
AUM $89.4MTEAM 1REPS 1
Wittenberg Investments Inc.
RIATroy, MI
AUM $89.3MTEAM 4REPS 3
Fairway Capital Management, LLC
RIAChicago, IL
AUM $89.3MTEAM 5REPS 5
Financial Resources Group, LLC
RIAGlastonbury, CT
AUM $89.3MTEAM 3REPS 3
Speight Asset Management, LLC
RIAHouston, TX
AUM $89.3MTEAM 2REPS 1
Tradeway
RIAAUM $89.2MTEAM 36REPS 17
Orchard Advisors
RIAAUM $89.2MTEAM 3REPS 3
Gineris Wealth Management
RIADyer, IN
AUM $89.2MTEAM 2REPS 2
Dodge Wealth Management
RIAFoxboro, MA
AUM $89.1MTEAM 1REPS 1
Yoakum Wealth Management
RIAAUM $89.1MTEAM 1REPS 1
Hurst Capital Management
RIAAlbuquerque, NM
AUM $89MTEAM 3REPS 2
Kaplan Wealth Management, Inc.
RIAReston, VA
AUM $89MTEAM 4REPS 2
Parish Investment Advisors LLC
RIALafayette, LA
AUM $88.9MTEAM 2REPS 2
Realm Investment Consulting LLC
RIACary, NC
AUM $88.9MTEAM 1REPS 2
Wolfbridge Wealth
RIADurham, NC
AUM $88.9MTEAM 3REPS 2
Shfp, LLC
RIAAUM $88.9MTEAM 1REPS 1
Halcyon Wealth Management, LLC
RIABoulder, CO
AUM $88.9MTEAM 1REPS 2
SantiagO.Life
RIAFishers, IN
AUM $88.8MTEAM 1REPS 1
Heritage Grove Wealth Management, LLC
RIAAUM $88.8MTEAM 1REPS 1
S3, Inc
RIAMinneapolis, MN
AUM $88.8MTEAM 3REPS 2
Favor Wealth Advisors, LLC
RIAPasadena, CA
AUM $88.8MTEAM 3REPS 1
GMR Associates, Inc
RIARochester, NY
AUM $88.7MTEAM 8REPS 2
Sunstone Financial
RIAChandler, AZ
AUM $88.7MTEAM 2REPS 2
Other AUM ranges
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