RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Saposh & Malter, Inc.
RIAWhite Plains, NY
AUM $24.6MTEAM 2REPS 2
Santa Monica Wealth Management, LLC
RIAAUM $24.6MTEAM 1REPS 1
Money Matters
RIAMinnetonka, MN
AUM $24.6MTEAM 2REPS 4
Bull & Bear Advisors LLC
RIAAUM $24.6MTEAM 4REPS 4
Outlier Financial Partners, LLC
RIASan Angelo, TX
AUM $24.6MTEAM 3REPS 3
Spark Wealth Advisors
RIAAUM $24.6MTEAM 2REPS 2
Fenger Financial, Pllc
RIAMesa, AZ
AUM $24.6MTEAM 1REPS 1
Buoyant Wealth
RIAAmbler, PA
AUM $24.6MTEAM 1REPS 1
Carey Investment Solutions LLC
RIAPhiladelphia, PA
AUM $24.5MTEAM 1REPS 1
Peterkin Financial, LLC
RIAAUM $24.5MTEAM 1REPS 1
Southland Investments
RIAHuntington Beach, CA
AUM $24.5MTEAM 2REPS 2
Hilltop Financial Advisors
RIAMilwaukee, WI
AUM $24.5MTEAM 1REPS 1
D2 Capital Management
RIAJacksonville, FL
AUM $24.5MTEAM 2REPS 2
Fidere Advisors
RIAMinnetonka, MN
AUM $24.5MTEAM 3REPS 3
Nxt:Gen Financial Planning
RIAAUM $24.5MTEAM 1REPS 1
Caruso Family Financial Advisors (Cffa) LLC
RIASan Jose, CA
AUM $24.5MTEAM 2REPS 2
Maci Family Office Advisors
RIANew York, NY
AUM $24.5MTEAM 2REPS 1
Fiorile & Associates, LLC
RIASaranac Lake, NY
AUM $24.5MTEAM 1REPS 2
US Capital Global Wealth Management, LLC
RIASan Francisco, CA
AUM $24.5MTEAM 2REPS 5
Daniel Island Wealth Management, LLC
RIADaniel Island, SC
AUM $24.5MTEAM 3REPS 4
New Frontier Wealth Management
RIAEnglewood, CO
AUM $24.5MTEAM 1REPS 1
AZM Financial
RIAAUM $24.5MTEAM 1REPS 1
Geiser Wealth Planning, LLC
RIAAUM $24.4MTEAM 1REPS 1
Aspen Ridge Wealth Management, LLC
RIASouth Jordan, UT
AUM $24.4MTEAM 2REPS 2
Other AUM ranges
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