RIAs: Under $100M AUM
12,982 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Advanced Tax & Investments, Inc.
RIAOrlando, FL
AUM $27.4MTEAM 2REPS 2
Surya Capital, LLC
RIAIrvine, CA
AUM $27.4MREPS 1
4/26 Retirement Income Planning & Wealth Management, LLC
RIAGuaynabo, PR
AUM $27.4MTEAM 1REPS 1
The Financial Planning Center, LLC
RIAAUM $27.3MTEAM 1REPS 1
Grand Street Investors
RIAProvidence, RI
AUM $27.3MTEAM 2REPS 1
Beyond Balanced Financial Planning, LLC
RIAMidland, TX
AUM $27.3MTEAM 1REPS 1
Flatiron Fund Management LP
RIAWest Palm Beach, FL
AUM $27.3MTEAM 2REPS 1
Boddington Capital, LLC
RIAStockton, CA
AUM $27.3MTEAM 2REPS 2
Saco River Financial Planning
RIAAUM $27.3MTEAM 1REPS 1
Trio Advisors Longview LLC
RIALongview, TX
AUM $27.3MTEAM 2REPS 1
J. Murphy Asset And Tax Management
RIAWestbrook, ME
AUM $27.3MTEAM 3REPS 3
Avrio Wealth LLC
RIANew York, NY
AUM $27.3MTEAM 3REPS 3
Prana Wealth Management LLC
RIAAUM $27.3MTEAM 1REPS 1
Rosecliff Capital Advisory LLC
RIANew York, NY
AUM $27.3MTEAM 4REPS 3
Iluka Advisors
RIAHealdsburg, CA
AUM $27.3MTEAM 1REPS 1
Spahr Financial Group, LLC
RIAHuntington Beach, CA
AUM $27.3MTEAM 1REPS 2
Hammer Asset Management, LLC
RIAAuburn, CA
AUM $27.3MTEAM 2REPS 3
Cooper Point Advisors LLC
RIAAUM $27.2MTEAM 1REPS 1
Wealth Advisors, L.L.C.
RIABroken Arrow, OK
AUM $27.2MTEAM 2REPS 1
Stonehurst Management, LLC
RIANew York, NY
AUM $27.2MTEAM 1REPS 1
Cunningham Investment Management, LLC
RIAReno, NV
AUM $27.2MTEAM 4REPS 4
Your Path Fi
RIAAUM $27.2MTEAM 1REPS 1
Woods Advisory Services LLC
RIATowson, MD
AUM $27.2MTEAM 3REPS 1
Holy City Prosperity, LLC
RIAFayetteville, AR
AUM $27.2MTEAM 1REPS 1
Other AUM ranges
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