RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Lakeside Planning
RIAAUM $11.4MTEAM 1REPS 1
Carlson Planning Company
RIAAUM $11.4MTEAM 1REPS 1
Prosus Wealth Management
RIANew York, NY
AUM $11.4MTEAM 1REPS 2
Catlin Financial, LLC
RIABeaver, PA
AUM $11.4MTEAM 1REPS 1
Kinnect Advisor Group, L.L.C.
RIAAUM $11.4MTEAM 1REPS 1
Crystal Capital Advisors, LLC
RIAAUM $11.4MTEAM 2REPS 2
Atlas Capital Management
RIAThousand Oaks, CA
AUM $11.4MTEAM 1REPS 1
Potomac Investment Management, Inc.
RIAAUM $11.4MTEAM 1REPS 1
Namesake Group
RIAAUM $11.4MTEAM 1REPS 1
Marshall Point Advisors LLC
RIAAUM $11.4MTEAM 1REPS 1
Sure Foundation Wealth Planning, LLC
RIAAUM $11.4MTEAM 1REPS 1
Linc Wealth Solutions
RIANorristown, PA
AUM $11.4MTEAM 1REPS 1
Circle R Wealth LLC
RIACrivitz, WI
AUM $11.3MTEAM 1REPS 1
Campbell & Associates
RIAWinter Haven, FL
AUM $11.3MTEAM 2REPS 2
Retirement Capital Advisors
RIAWest Palm Beach, FL
AUM $11.3MTEAM 5REPS 3
True Equity Wealth Management LLC
RIANashville, TN
AUM $11.3MTEAM 1REPS 1
Roscoe Financial
RIAAUM $11.3MTEAM 1REPS 2
Wellfit Financial
RIAAUM $11.3MTEAM 2REPS 2
Four Pines Financial
RIAAUM $11.3MTEAM 1REPS 1
SCT Wealth Management, LLC
RIAAUM $11.3MTEAM 1REPS 1
Haywood Wealth Management
RIAHouston, TX
AUM $11.3MTEAM 2REPS 2
Integrated Financial Resources, Inc.
RIAToledo, OH
AUM $11.3MTEAM 2REPS 3
Deem Asset Management
RIAAUM $11.3MTEAM 1REPS 1
B.Side Investments LLC
RIAAUM $11.3MTEAM 2REPS 1
Other AUM ranges
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