RIAs: Under $100M AUM
12,927 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Cornerstone Investment Management And Consulting,LLC
RIADaphne, AL
AUM $86.6MTEAM 3REPS 2
CPA Advisory Services, P.C.
RIAScottsdale, AZ
AUM $86.6MTEAM 2REPS 2
Genesis Asset Management Group, Inc.
RIAAUM $86.6MTEAM 2REPS 1
JHP Planning, LLC
RIAMurray, UT
AUM $86.6MTEAM 1REPS 1
Ironstream Capital, LLC
RIAAUM $86.5MTEAM 2REPS 1
Grow Funds LLC
RIALa Jolla, CA
AUM $86.5MTEAM 4REPS 3
Three Rivers Executive Consulting, LLC
RIAWexford, PA
AUM $86.5MTEAM 2REPS 1
Main Effort Financial, Inc.
RIAHolliston, MA
AUM $86.4MTEAM 2REPS 1
River Wealth Management LLC
RIAMedina, OH
AUM $86.4MTEAM 3REPS 2
Trac Asset Management LLC
RIAOak Brook, IL
AUM $86.4MTEAM 1REPS 1
Investment Leadership, LLC
RIAForest, VA
AUM $86.4MTEAM 4REPS 2
Lasting Mark Retirement Group LLC
RIASpringfield, MO
AUM $86.3MTEAM 8REPS 17
JD Financial Fitness LLC
RIAAUM $86.3MTEAM 1REPS 1
Michael L. Ball, Cpa, LLC
RIAAtlanta, GA
AUM $86.3MTEAM 3REPS 3
Union Street Partners LLC
RIAAlexandria, VA
AUM $86.3MTEAM 2REPS 2
Veritas Financial Consulting LLC
RIAMonrovia, CA
AUM $86.2MTEAM 2REPS 2
Eagan Capital Management, LLC
RIAFayetteville, NY
AUM $86.2MTEAM 2REPS 1
Bollin Wealth Management, LLC
RIAPerrysburg, OH
AUM $86.2MTEAM 4REPS 4
Mace Capital Management, LLC
RIANew York, NY
AUM $86.2MTEAM 1REPS 1
Bowen Wealth
RIAMount Pleasant, SC
AUM $86.1MTEAM 4REPS 1
RGB Capital Group
RIAAUM $86.1MTEAM 4REPS 2
Bobb Financial Incorporated
RIAAUM $86.1MTEAM 1REPS 1
Davis Financial Services
RIADallas, TX
AUM $86.1MTEAM 1REPS 2
Crawford Asset Management, LLC
RIAAUM $86MTEAM 1REPS 1
Other AUM ranges
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