RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
WELARA
RIAAUM $83.7MTEAM 13REPS 3
NORA WEALTH
RIAAtlanta, GA
AUM $83.7MTEAM 2REPS 2
PASHADRE CAPITAL MANAGEMENT, INC
RIAs weymouth, MA
AUM $83.7MTEAM 1REPS 1
THOMPSON CREEK WEALTH ADVISORS
RIAAUM $83.7MTEAM 1REPS 2
VITA PLANNING GROUP LLC
RIACAMAS, WA
AUM $83.7MTEAM 10REPS 3
DESSONVILLE FINANCIAL GROUP INCORPORATED
RIAAUM $83.7MTEAM 2REPS 2
DOUBLE DUTY MONEY MANAGEMENT LLC
RIANew York, NY
AUM $83.7MTEAM 4REPS 2
ARK ALLIANCE FINANCIAL LLC
RIAAUM $83.7MTEAM 2REPS 2
FINANCIAL COMPASS LLC
RIAAUM $83.7MTEAM 1REPS 1
LOGBOOK FINANCIAL PLANNING, LLC
RIAAUM $83.6MTEAM 1REPS 1
THE GROVE, REALTY AND SERVICES, CORP
RIALAND O LAKES, FL
AUM $83.6MTEAM 2REPS 2
KARPINSKI FINANCIAL, LLC
RIAScottsdale, AZ
AUM $83.6MTEAM 1REPS 1
CAPITAL MANAGEMENT ANALYTICS
RIAAUM $83.6MTEAM 1REPS 1
DILLON CAPITAL MANAGEMENT
RIAAMBLER, PA
AUM $83.6MTEAM 3REPS 3
CIRCA CAPITAL, LLC
RIAALPHARETTA, GA
AUM $83.6MTEAM 2REPS 2
ROUTE 20 PRIVATE WEALTH INC.
RIAFort Lauderdale, FL
AUM $83.5MTEAM 6REPS 5
RETIREMENT PLANNING AND MANAGEMENT, INC.
RIAAUM $83.5MTEAM 1REPS 1
PATTERSON INVESTMENTS, INC.
RIADAVIE, FL
AUM $83.5MTEAM 1REPS 3
HDS CAPITAL MANAGEMENT, INC
RIAAUM $83.5MTEAM 1REPS 1
FINANCIAL SECURITY SERVICES GROUP, INC.
RIAHIGHLAND VILLAGE, TX
AUM $83.4MTEAM 4REPS 4
MCKENNA CAPITAL, INC.
RIAWHEATON, IL
AUM $83.4MTEAM 2REPS 2
HERITAGE ASSET MANAGERS, INC.
RIAAUM $83.4MTEAM 3REPS 3
INTER US MANAGEMENT, LLC
RIAMIAMI, FL
AUM $83.4MTEAM 6REPS 2
ASPEN WEALTH MANAGEMENT, INC.
RIAOVERLAND PARK, KS
AUM $83.4MTEAM 3REPS 3
Other AUM ranges
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