RIAs: Under $100M AUM
12,868 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Telos Wealth Advisors
RIAAUM $87.6MTEAM 10REPS 3
Seal Rock Wealth Management, LLC
RIAAUM $87.6MTEAM 1REPS 1
Chartmark Investments, Inc.
RIATulsa, OK
AUM $87.6MTEAM 4REPS 4
In Touch Financial Services
RIAOakland, CA
AUM $87.5MTEAM 3REPS 2
Graff Financial LLC
RIAEdina, MN
AUM $87.5MTEAM 1REPS 1
PIH Investments, LLC
RIASouth Pasadena, CA
AUM $87.5MTEAM 1REPS 1
Empirikal Partners LLC
RIAAUM $87.5MTEAM 10REPS 10
Pacific Global Investment Management Company
RIAGlendale, CA
AUM $87.5MTEAM 6REPS 8
The Wealthplan LLC
RIAGreat Neck, NY
AUM $87.5MTEAM 1REPS 1
Noble Hill Planning LLC
RIAAUM $87.5MTEAM 1REPS 1
D & T Financial Advisors, Inc.
RIAConcord, CA
AUM $87.4MTEAM 3REPS 4
Bergland Wealth Management, Inc.
RIARidgeland, MS
AUM $87.4MTEAM 1REPS 1
Redwood Money
RIAAUM $87.4MTEAM 3REPS 3
Gordon Carlson & Associates
RIAAUM $87.4MTEAM 2REPS 2
Quincy Wells Advisors, LLC
RIAChicago, IL
AUM $87.3MTEAM 22REPS 32
Candor Wealth Management, LLC
RIADallas, TX
AUM $87.3MTEAM 1REPS 1
Timothy J. Ellis, Inc.
RIAAUM $87.2MTEAM 1REPS 1
Lenity Financial, Inc.
RIAGeneva, IL
AUM $87.2MTEAM 2REPS 2
Assured Advisory Group, LLC
RIAEast Dundee, IL
AUM $87.1MTEAM 6REPS 4
High Country Capital Management
RIAMontrose, CO
AUM $87.1MTEAM 5REPS 4
Park Place Wealth Advisors, Inc
RIAOrinda, CA
AUM $87.1MTEAM 6REPS 3
Yearwood Young Advisors
RIABrooklyn, NY
AUM $87.1MTEAM 2REPS 1
Bullington Capital Management, LLC
RIAAkron, OH
AUM $87.1MTEAM 4REPS 4
Brock Hill Wealth Management
RIAAUM $87MTEAM 2REPS 5
Other AUM ranges
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