RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Sierra Hotel Financial LLC
RIAAUM $24.4MTEAM 3REPS 2
BMA Advisors, LLC
RIAAUM $24.3MTEAM 4REPS 4
Raymond John Management LLC
RIAAUM $24.3MTEAM 1REPS 1
Momentum Wealth Management
RIANorthfield, IL
AUM $24.3MTEAM 2REPS 4
Tempus Pecunia
RIAAUM $24.3MTEAM 1REPS 1
Pace Wealth Advisors
RIAAUM $24.3MTEAM 1REPS 3
Ardent Wealth Advisory, LLC
RIAMidlothian, VA
AUM $24.3MTEAM 1REPS 1
Clear Net Worth, L.L.C.
RIABaton Rouge, LA
AUM $24.3MTEAM 1REPS 1
HTB Wealth Advisors, LLC
RIABaton Rouge, LA
AUM $24.3MTEAM 2REPS 2
Vermeulen Capital Management
RIAAUM $24.3MTEAM 1REPS 1
Dyer Financial Advisory
RIATowson, MD
AUM $24.3MTEAM 1REPS 2
Noto Financial Planning
RIAAUM $24.3MTEAM 1REPS 1
Fifth Avenue Wealth Advisors LLC
RIANew York, NY
AUM $24.3MTEAM 1REPS 1
TPK Advisors LLC
RIAEdgewater, NJ
AUM $24.3MTEAM 1REPS 1
Vision Financial Planning LLC
RIAAUM $24.3MTEAM 1REPS 1
Wellington Capital Advisors, LLC
RIASan Francisco, CA
AUM $24.3MTEAM 1REPS 2
Lebed Asset Management LLC
RIABoston, MA
AUM $24.2MTEAM 2REPS 3
Missio Investment Management LLC
RIAHinsdale, IL
AUM $24.2MTEAM 1REPS 1
Columbia Wealth Advisors LLC
RIAScappoose, OR
AUM $24.2MTEAM 1REPS 1
Exemplar Wealth Partners LLC
RIAAUM $24.2MTEAM 2REPS 3
AJD Wealth
RIAAUM $24.2MTEAM 1REPS 1
Apex Tax & Financial Planning
RIAAUM $24.2MTEAM 1REPS 1
AIM Advisory Group, LLC
RIALubbock, TX
AUM $24.2MTEAM 2REPS 2
Strong Wealth
RIAAUM $24.2MTEAM 2REPS 2
Other AUM ranges
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