RIAs: Under $100M AUM
12,982 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Joel Smith & Associates, LLC
RIAAtlanta, GA
AUM $18.7MTEAM 1REPS 1
Security Financial Advisors,LLC
RIAAnn Arbor, MI
AUM $18.7MTEAM 1REPS 1
Watershed Wealth
RIAAlpena, MI
AUM $18.7MTEAM 1REPS 1
Pismo Pacific Financial Services, LLC
RIANorman, OK
AUM $18.7MTEAM 1REPS 1
Lightcap Financial Group, LLC
RIASan Diego, CA
AUM $18.7MTEAM 7REPS 4
Market Gauge Asset Management
RIASanta Fe, NM
AUM $18.7MTEAM 9REPS 8
Calvert Planning Corporation
RIATroy, MI
AUM $18.7MTEAM 1REPS 1
Constantia Capital LLC
RIALawrenceville, NJ
AUM $18.7MTEAM 2REPS 2
Cipriano Wealth Management LLC
RIAAUM $18.7MTEAM 1REPS 1
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
Morris Group Advisory Service, Inc
RIAIndianapolis, IN
AUM $18.6MTEAM 1REPS 2
Fleet Capital Management, LLC
RIAAUM $18.6MTEAM 1REPS 1
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
Other AUM ranges
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