RIAs: Under $100M AUM
12,982 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
D.L. Fields Advisory Group, LLC
RIABentonville, AR
AUM $25MTEAM 4REPS 4
Frontline Capital, LLC
RIAAUM $25MTEAM 1REPS 1
True Worth Financial Planning LLC
RIAAUM $25MTEAM 1REPS 1
ADV Investment Management
RIAAUM $25MTEAM 1REPS 2
Tall Pines Capital, LLC
RIAOak Brook, IL
AUM $25MTEAM 2REPS 1
Barton Financial Group LLC
RIAKyle, TX
AUM $25MTEAM 2REPS 2
Diamond Investment Management Services, LLC
RIAAUM $25MTEAM 1REPS 1
Cornerstone Advisory
RIAMandeville, LA
AUM $25MTEAM 3REPS 3
Commoncents Wealth Advisors, LLC
RIANew Port Richey, FL
AUM $25MTEAM 2REPS 2
Blue Kayak Partners
RIAAUM $24.9MTEAM 1REPS 1
Compass Financial Services, Inc.
RIAWinston Salem, NC
AUM $24.9MTEAM 2REPS 1
Atlantis Asset Management, LLC
RIAAUM $24.9MTEAM 3REPS 3
Visconti & Associates, A Financial Services LLC
RIAVerona, NJ
AUM $24.9MTEAM 2REPS 2
Ernest J. Brousseau, Cpa, Cfp®
RIAManchester, CT
AUM $24.9MTEAM 1REPS 1
Venture Partners Wealth Management, LLC
RIAAUM $24.9MTEAM 1REPS 1
Nagle Investment Advisors, Ltd.
RIAAUM $24.9MTEAM 1REPS 2
Pyramid Peak Capital, LLC
RIAAUM $24.9MTEAM 1REPS 1
JTM Wealth Management, Inc.
RIAWindham, NY
AUM $24.9MTEAM 1REPS 1
Longview, Inc.
RIALongwood, FL
AUM $24.9MTEAM 1REPS 1
Institutional Investors Advisory Company
RIAFenton, MO
AUM $24.8MTEAM 4REPS 2
LSP Advisory LLC
RIAClearwater, FL
AUM $24.8MTEAM 1REPS 1
Christensen Group Financial, LLC
RIAEden Prairie, MN
AUM $24.8MTEAM 6REPS 6
Wood Capital Investments LLC
RIAAUM $24.8MTEAM 1REPS 1
Dirigo Private Wealth
RIANashville, TN
AUM $24.8MTEAM 1REPS 2
Other AUM ranges
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