RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Walker Capital Advisors
RIANew York, NY
AUM $12.5MTEAM 1REPS 1
Lefils Wealth Management LLC
RIAOrange City, FL
AUM $12.5MTEAM 1REPS 1
Wealth Mode
RIABountiful, UT
AUM $12.5MTEAM 2REPS 1
Beechwood Capital Management, Inc.
RIAMontgomery, OH
AUM $12.5MTEAM 1REPS 1
Integrated Planning Strategies, LLC
RIAOklahoma City, OK
AUM $12.5MTEAM 1REPS 1
Fountainhead Fiduciary, LLC
RIASolomons, MD
AUM $12.5MTEAM 2REPS 2
Lobnek Wealth Management Inc.
RIAGeneva
AUM $12.5MTEAM 4REPS 2
Grand Arbor Advisors
RIAAUM $12.5MTEAM 1REPS 1
Shidoosh Wealth Management LLC
RIAAUM $12.5MTEAM 1REPS 1
Kenney Wealth Planning & Management
RIAIssaquah, WA
AUM $12.4MTEAM 1REPS 1
The Jamison Edward Group
RIAKearney, MO
AUM $12.4MTEAM 3REPS 3
Kollar Wealth Advisors, LLC
RIANorthbrook, IL
AUM $12.4MTEAM 1REPS 2
Marathon Wealth Incorporated
RIAAUM $12.4MTEAM 1REPS 1
Blue Room Investment Advisors
RIADenver, CO
AUM $12.4MTEAM 4REPS 1
Upstate Financial Planning, LLC
RIAAUM $12.4MTEAM 1REPS 1
Stone Legacy Capital LLC
RIARaleigh, NC
AUM $12.4MTEAM 3REPS 3
Honorable Financial Services, LLC
RIAAUM $12.4MTEAM 1REPS 1
Thomas Capital Management, LLC
RIAAUM $12.4MTEAM 1REPS 1
Consonance Wealth Management
RIALos Gatos, CA
AUM $12.4MTEAM 1REPS 1
MVK Financial Planning, LLC
RIAAUM $12.4MTEAM 1REPS 1
Greyhawk Advisors LLC
RIAAUM $12.4MTEAM 1REPS 1
Digiovanni Financial Group, LLC
RIAAUM $12.4MTEAM 1REPS 1
High Knoll Wealth Advisors, LLC
RIALexington, KY
AUM $12.4MTEAM 3REPS 3
Grass Capital LLC
RIAHouston, TX
AUM $12.4MTEAM 1REPS 1
Other AUM ranges
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