RIAs: Under $100M AUM

12,982 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Mccauley Investment Advisory, LLC

RIA

AUM $16.3MTEAM 2REPS 2

Bass Rocks, LLC / Bass Rocks Asset Management

RIA

AUM $16.3MTEAM 3REPS 3

Salida Financial Advice And Planning

RIA

Salida, CO

AUM $16.3MREPS 1

Family First Wealth Management

RIA

Sycamore, IL

AUM $16.3MTEAM 1REPS 1

SG Securities, LLC

RIA

Princeton, NJ

AUM $16.3MTEAM 2REPS 2

J.R.Pluta Capital Management, Inc.

RIA

Pittsford, NY

AUM $16.3MTEAM 1REPS 1

Retiresharp Wealth Management, LLC

RIA

AUM $16.3MTEAM 1REPS 1

Evidencial Financial Consulting

RIA

AUM $16.2MTEAM 1REPS 1

One Source Advisory Services, LLC

RIA

Decatur, GA

AUM $16.2MTEAM 1REPS 1

Northwood Wealth Management, LLC

RIA

Schaumburg, IL

AUM $16.2MTEAM 2REPS 2

360 Wealth Consultants, LLC

RIA

Roanoke, VA

AUM $16.2MTEAM 2REPS 1

Securities Brokerage Services

RIA

Carnegie, PA

AUM $16.2MTEAM 5REPS 4

Calibration Financial

RIA

Milaca, MN

AUM $16.2MTEAM 1REPS 1

S & A Financial Strategies & Services, LLC

RIA

Cherry Hill, NJ

AUM $16.2MTEAM 2REPS 2

LTS Financial Group

RIA

Fort Worth, TX

AUM $16.2MTEAM 1REPS 1

Lymanwealth LLC

RIA

Alpine, UT

AUM $16.2MTEAM 3REPS 3

Covato Capital Management, LLC

RIA

AUM $16.2MTEAM 4REPS 3

Cincinnati Wealth Management, Inc.

RIA

Cincinnati, OH

AUM $16.2MTEAM 1REPS 1

Van Meter Associates, LLC

RIA

AUM $16.2MTEAM 2REPS 2

Green Vista Asset Management LLC

RIA

Winter Park, FL

AUM $16.2MTEAM 7REPS 6

HG Capital Advisors, LLC

RIA

AUM $16.2MTEAM 3REPS 3

Boelte O'Hara Wealth Management

RIA

Clarksville, VA

AUM $16.2MTEAM 1REPS 1

Living Earth Investments, LLC

RIA

AUM $16.2MTEAM 1REPS 1

WMC Capital Management, LLC

RIA

Concord, NC

AUM $16.2MTEAM 2REPS 2

Other AUM ranges

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