RIAs: Under $100M AUM
12,927 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Standard Planning Company
RIAAUM $86MTEAM 1REPS 1
Storie Financial Advisory LLC
RIACanonsburg, PA
AUM $86MTEAM 1REPS 1
Bortolussi Wealth Management, Inc.
RIASouthborough, MA
AUM $86MTEAM 3REPS 3
Certitude Advisors, LLC
RIANorthfield, IL
AUM $86MTEAM 4REPS 3
Von Adelung Wealth Management
RIAMontrose, CA
AUM $86MTEAM 5REPS 3
Inspire Wealth Partners
RIAAUM $85.9MTEAM 1REPS 1
J.P. Wealth Management, LLC
RIAAUM $85.9MTEAM 1REPS 1
Abbey Hill Financial Advisors, LLC
RIAAUM $85.9MTEAM 1REPS 2
TC Advisors Ltd.
RIASalina, KS
AUM $85.9MTEAM 4REPS 4
Ocean Avenue Wealth Management
RIASanta Monica, CA
AUM $85.9MTEAM 1REPS 1
Gridley Associates Inc
RIAAUM $85.9MTEAM 1REPS 2
Shrier Associates, LLC
RIAAUM $85.9MTEAM 3REPS 3
Impactadvisor LLC
RIASan Francisco, CA
AUM $85.8MTEAM 3REPS 3
Goal Line Wealth Management, Inc.
RIAAUM $85.8MTEAM 1REPS 1
Tallahassee Financial Advisors, Inc.
RIATallahassee, FL
AUM $85.7MTEAM 4REPS 1
Stratton Lamb Advisors LLC
RIAAUM $85.7MTEAM 2REPS 2
Arrow Investment Management, LLC
RIANew York, NY
AUM $85.6MTEAM 5REPS 3
Bakos Investment Management
RIAAUM $85.6MTEAM 2REPS 3
DSW Investment, LLC
RIAAUM $85.6MTEAM 1REPS 1
Pedicord Wealth Management, LLC
RIARocklin, CA
AUM $85.6MTEAM 1REPS 1
Wimer Investment Management
RIAAUM $85.6MTEAM 1REPS 1
Jones Gregg Financial, LLC
RIACharlotte, NC
AUM $85.6MTEAM 2REPS 1
Huffman Wealth Management
RIACincinnati, OH
AUM $85.6MTEAM 2REPS 2
Seagrass Financial, LLC
RIAAUM $85.5MTEAM 1REPS 1
Other AUM ranges
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