RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
PELICAN ADVISORY LLC
RIACOVINGTON, LA
AUM $89.5MTEAM 4REPS 4
BRIDGE FINANCIAL STRATEGIES
RIAScottsdale, AZ
AUM $89.5MTEAM 3REPS 1
ALDEMAR RESEARCH CORPORATION
RIAAUM $89.5MTEAM 3REPS 2
KNIGHTSBRIDGE ADVISORS, INC.
RIAAUM $89.5MTEAM 1REPS 1
GATEWAY WEALTH, INC.
RIAAUM $89.5MTEAM 2REPS 1
INTELUS ADVISORY GROUP, LLC
RIABirmingham, AL
AUM $89.4MTEAM 3REPS 1
BEARING FINANCIAL ADVISORS, LLC
RIAAUSTIN, TX
AUM $89.4MTEAM 4REPS 4
CONIFER BAY CAPITAL LLC
RIAAUM $89.4MTEAM 2REPS 2
EMERALD BLUE ADVISORS
RIALAGUNA HILLS, CA
AUM $89.4MTEAM 4REPS 3
LEGACY GROUP
RIATYLER, TX
AUM $89.4MTEAM 1REPS 1
WITTENBERG INVESTMENTS INC.
RIASOUTHFIELD, MI
AUM $89.3MTEAM 4REPS 3
THREE OAKS WEALTH
RIAGOLD RIVER, CA
AUM $89.3MTEAM 4REPS 3
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 18
ORCHARD ADVISORS
RIAAUM $89.2MTEAM 4REPS 3
COLEFP
RIAAUM $89.2MTEAM 2REPS 2
GINERIS WEALTH MANAGEMENT
RIADYER, IN
AUM $89.2MTEAM 2REPS 2
INNOVATIVE FINANCIAL SOLUTIONS, INC.
RIACHANDLER, AZ
AUM $89.2MTEAM 1REPS 1
CPR Financial & Insurance Services, Inc.
RIAProsper, TX
AUM $89.1MTEAM 4REPS 4
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
Other AUM ranges
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