RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Trek Wealth Planning
RIAColumbia, MO
AUM $23.9MTEAM 1REPS 1
Karl Schorr Wealth Management, LLC
RIAMenifee, CA
AUM $23.9MREPS 1
Imhaus Investment Advisors
RIAAUM $23.9MTEAM 1REPS 1
Coastal Financial Advisors, Inc.
RIAAUM $23.9MTEAM 1REPS 1
Sherwood Financial Management
RIAAUM $23.9MTEAM 1REPS 1
Kendall James Advisors
RIAAUM $23.9MTEAM 2REPS 2
Carr Wealth Management LLC
RIAAUM $23.9MTEAM 1REPS 1
AJA Financial LLC
RIAAUM $23.9MTEAM 1REPS 1
Round Oak Capital LLC
RIACharlottesville, VA
AUM $23.9MTEAM 1REPS 1
LVR Research, LLC
RIADelray Beach, FL
AUM $23.9MTEAM 1REPS 1
Quinn Capital LLC
RIAAUM $23.9MTEAM 2REPS 2
Westrate Capital Management, Inc.
RIAAUM $23.9MTEAM 1REPS 1
Excelsior
RIAMelville, NY
AUM $23.9MTEAM 1REPS 1
Elevated Wealth Strategies LLC
RIAWestlake Village, CA
AUM $23.9MTEAM 1REPS 1
Kohr Investments
RIAMission Viejo, CA
AUM $23.9MTEAM 2REPS 2
Velaga Advisors
RIAAUM $23.9MTEAM 2REPS 2
Integrity Financial Strategies
RIAAUM $23.9MTEAM 2REPS 2
Capital Wealth Group LLC
RIAColumbia, SC
AUM $23.9MTEAM 1REPS 1
Pathlight Wealth Management
RIASan Diego, CA
AUM $23.8MTEAM 1REPS 1
Ellison Investment Advisors
RIAAUM $23.8MTEAM 1REPS 1
Folionet Advisers LLC
RIAMiami, FL
AUM $23.8MTEAM 3REPS 4
Echelon Virtual Family Office, LLC
RIASarasota, FL
AUM $23.8MTEAM 1REPS 1
Bolin Creek Wealth Advisors LLC
RIAChapel Hill, NC
AUM $23.8MTEAM 2REPS 2
Goshen Capital LLC
RIAAUM $23.8MTEAM 2REPS 2
Other AUM ranges
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