RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Whitford Financial Planning
RIAExton, PA
AUM $18.7MTEAM 1REPS 1
Adirondack Retirement Strategies
RIAAUM $18.7MTEAM 1REPS 1
3a Financial Group, LLC
RIAAUM $18.6MTEAM 1REPS 1
Strategic Wealth Management, LLC
RIABend, OR
AUM $18.6MTEAM 1REPS 1
Melby Wealth Management
RIAAUM $18.6MTEAM 1REPS 1
Black Elm Advisers, LLC
RIAAUM $18.6MTEAM 3REPS 3
M & I Financial Planning Services
RIAAUM $18.6MTEAM 2REPS 2
Iconic Wealth Management
RIAAlexandria, VA
AUM $18.6MTEAM 2REPS 2
Kairos Asset Advisory, LLC
RIAMobile, AL
AUM $18.6MTEAM 1REPS 2
Lennox Financial
RIASwampscott, MA
AUM $18.6MTEAM 1REPS 1
Fleet Capital Management, LLC
RIAAUM $18.6MTEAM 1REPS 1
Morris Group Advisory Service, Inc
RIAIndianapolis, IN
AUM $18.6MTEAM 1REPS 2
Maciel Wealth Management
RIAOverland Park, KS
AUM $18.6MTEAM 1REPS 1
Carrack Capital Inc.
RIAAUM $18.6MTEAM 2REPS 2
Capital Fluency
RIAIrvine, CA
AUM $18.6MTEAM 1REPS 1
Collabria Capital, Inc
RIAAUM $18.6MTEAM 1REPS 1
Gerry Dransfeldt Ria, Inc
RIAAUM $18.6MTEAM 1REPS 1
Asset Preservation Capital, Ltd
RIATroy, MI
AUM $18.5MTEAM 1REPS 1
KMC Wealth Management, LLC
RIASan Antonio, TX
AUM $18.5MTEAM 1REPS 1
Trinity Wealth
RIAAurora, CO
AUM $18.5MTEAM 3REPS 2
Wilson & Browning, Inc.
RIACleveland Heights, OH
AUM $18.5MTEAM 1REPS 1
Sound Investments Inc.
RIAOverland Park, KS
AUM $18.5MTEAM 1REPS 1
Human Capital Wealth Management
RIAAUM $18.5MTEAM 1REPS 1
Partner Wealth Management, LLC
RIAAUM $18.5MTEAM 1REPS 1
Other AUM ranges
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