RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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
US Capital Global Wealth Management, LLC
RIASan Francisco, CA
AUM $24.5MTEAM 2REPS 5
Maci Family Office Advisors
RIANew York, NY
AUM $24.5MTEAM 2REPS 1
Fiorile & Associates, LLC
RIASaranac Lake, NY
AUM $24.5MTEAM 1REPS 2
Daniel Island Wealth Management, LLC
RIADaniel Island, SC
AUM $24.5MTEAM 3REPS 3
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
Continuum Financial Partners, LLC
RIAEl Dorado Hills, CA
AUM $24.4MTEAM 1REPS 1
Paramount Financial
RIADanvers, MA
AUM $24.4MTEAM 4REPS 3
Xponify, Inc.
RIAAUM $24.4MTEAM 1REPS 1
DAE Wealth Management
RIAAUM $24.4MTEAM 1REPS 2
Hanley & Associates LLC
RIAPittsfield, MA
AUM $24.4MTEAM 2REPS 2
Hansa Investments LLC
RIAAUM $24.4MTEAM 1REPS 1
Intera Financial Planners LLC
RIAAUM $24.4MTEAM 1REPS 1
Sensible Investment Strategies, LLC
RIAAUM $24.4MTEAM 1REPS 1
Atlantic Capital Investments, LLC
RIAAUM $24.4MTEAM 1REPS 1
Agile Investments
RIAAsheville, NC
AUM $24.4MTEAM 1REPS 1
Cobalt Private Wealth LLC
RIAColorado Springs, CO
AUM $24.4MTEAM 1REPS 1
Fair Trust Financial LLC
RIAVadnais Heights, MN
AUM $24.4MTEAM 1REPS 1
Other AUM ranges
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