RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Clavis Capital Management, LLC
RIAEnglewood Cliffs, NJ
AUM $11.5MTEAM 2REPS 2
Bigham Wealth Advisory LLC
RIAChattanooga, TN
AUM $11.5MTEAM 1REPS 1
Douglass Financial Group
RIAGreenwood Village, CO
AUM $11.5MTEAM 1REPS 1
Planvesting, LLC
RIAAUM $11.5MTEAM 1REPS 1
Synergy Wealth Management
RIAAUM $11.5MTEAM 1REPS 1
Financial Partners, Inc.
RIAAUM $11.5MTEAM 1REPS 1
Financial Equations Advisors, Inc.
RIACorona, CA
AUM $11.5MTEAM 2REPS 2
Crouch Investment Group, Inc.
RIAAUM $11.5MTEAM 2REPS 2
Limber Capital LLC
RIAAUM $11.5MTEAM 1REPS 1
Level Up Wealth Management
RIAAUM $11.5MTEAM 1REPS 1
Financial Planning Center
RIAAUM $11.5MTEAM 1REPS 1
First American Financial Advisors, Inc.
RIAOverland Park, KS
AUM $11.5MTEAM 4REPS 4
Enterprise Value Capital Management, LLC
RIANew York, NY
AUM $11.5MTEAM 1REPS 1
Ripple Ridge Enterprises LLC
RIACountryside, IL
AUM $11.5MTEAM 1REPS 1
Mpower Wealth Management, LLC
RIAAUM $11.5MTEAM 1REPS 1
Directional Financial Services
RIASeattle, WA
AUM $11.5MTEAM 4REPS 4
Roth Investment Management, LLC
RIAAUM $11.4MTEAM 1REPS 1
7 Star Investment Advisors
RIAAUM $11.4MTEAM 1REPS 1
LBG Advisor
RIAIrvine, CA
AUM $11.4MTEAM 1REPS 3
Holyoak Wealth Management, LLC
RIAAUM $11.4MTEAM 1REPS 1
Pickwick Wealth Management
RIADeerfield, IL
AUM $11.4MTEAM 2REPS 2
Intrust Advisors, Inc.
RIAAUM $11.4MTEAM 2REPS 2
Hacket Asset Management, Inc.
RIAAUM $11.4MTEAM 1REPS 1
Signalup Wealth, LLC
RIAFayetteville, AR
AUM $11.4MTEAM 1REPS 1
Other AUM ranges
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