RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
LK FINANCIAL PLANNING LLC
RIANew York, NY
AUM $86.9MTEAM 1REPS 1
ECOS WEALTH ADVISORS
RIACLARKSTON, MI
AUM $86.9MTEAM 3REPS 3
ATRATO ASSET MANAGEMENT LLC
RIAAUM $86.9MTEAM 1REPS 3
DOWNEY CAPITAL MANAGEMENT, INC.
RIABOSTON, MA
AUM $86.9MTEAM 3REPS 4
Laguna Coast Capital
RIAAUM $86.8MTEAM 2REPS 1
RETIREPATH WEALTH, LLC
RIALITTLE ROCK, AR
AUM $86.8MTEAM 6REPS 6
CATHEDRAL SQUARE CAPITAL
RIATULSA, OK
AUM $86.8MTEAM 3REPS 2
CLINE FINANCIAL CONCEPTS, LLC
RIACHAMPAIGN, IL
AUM $86.8MTEAM 1REPS 1
ROWLEY FINANCIAL LLC
RIAAUM $86.8MTEAM 2REPS 2
ARC ASSET MANAGEMENT LLC
RIAAtlanta, GA
AUM $86.8MTEAM 7REPS 1
ATLAS PEAK ADVISORS, INC.
RIAAUM $86.8MTEAM 1REPS 1
JOSEPH JOHN HASSON JR
RIAAUM $86.8MTEAM 1REPS 1
GIBCO CAPITAL ADVISORS
RIACLINTON, OK
AUM $86.8MTEAM 4REPS 3
O'NEILL FINANCIAL MANAGEMENT, INC.
RIALAKE FOREST, CA
AUM $86.7MTEAM 3REPS 3
SEAHORSE FINANCIAL ADVISERS INC.
RIAMillbrook, NY
AUM $86.7MTEAM 1REPS 1
SONMORE FINANCIAL LLC
RIACHANDLER, AZ
AUM $86.7MTEAM 4REPS 1
BRYANT FINANCIAL ADVISORY, INC.
RIAAUM $86.7MTEAM 2REPS 1
WAKELY INVESTMENT MANAGEMENT
RIABOSTON, MA
AUM $86.7MTEAM 3REPS 2
SILVERBACK FINANCIAL
RIAAUM $86.6MTEAM 1REPS 1
HIGH ROAD CAPITAL PARTNERS, LLC
RIAAUM $86.6MTEAM 5REPS 1
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
Other AUM ranges
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