RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Axis Financial, LLC
RIAOdon, IN
AUM $10.5MTEAM 1REPS 1
Compound Wealth Advisors
RIAAUM $10.5MTEAM 1REPS 1
Ames Capital Management, Inc.
RIAAUM $10.5MTEAM 1REPS 1
Anthem Asset Management
RIAGlastonbury, CT
AUM $10.5MTEAM 1REPS 1
Money Compass Advisors
RIAAUM $10.5MTEAM 1REPS 1
Tavco Financial Advisory, Inc
RIASpringfield, OH
AUM $10.5MTEAM 4REPS 4
Marsh Financial Group
RIAAUM $10.5MTEAM 2REPS 2
Unleashed Financial LLC
RIAAUM $10.5MTEAM 1REPS 1
Arch Financial Planning, LLC
RIAAUM $10.5MTEAM 1REPS 1
Great Plans Capital Management, LLC
RIACary, NC
AUM $10.5MTEAM 2REPS 2
Vivifi Planning
RIAAUM $10.5MTEAM 2REPS 1
Skyview Pinnacle
RIAAUM $10.5MTEAM 2REPS 2
Journey Equity Wealth Management LLC
RIADowney, CA
AUM $10.5MTEAM 2REPS 1
Powder Ridge Capital LP
RIASagaponack, NY
AUM $10.4MTEAM 1REPS 1
Equity Management, Inc.
RIAAUM $10.4MTEAM 1REPS 1
BOW Stream Investments LLC
RIASouthlake, TX
AUM $10.4MTEAM 1REPS 1
Meridian Investment Management, Inc.
RIAAUM $10.4MTEAM 1REPS 1
Envision Planning, LLC
RIAHendersonville, NC
AUM $10.4MREPS 2
DG Wealth
RIAVenice, FL
AUM $10.4MTEAM 4REPS 4
Fiwheels
RIAAUM $10.4MTEAM 1REPS 1
Petroglyph Wealth
RIAAUM $10.4MTEAM 1REPS 1
Perceptive Wealth Advisors LLC
RIAHouston, TX
AUM $10.4MTEAM 1REPS 1
Yongchang Company Inc
RIADuluth, GA
AUM $10.4MTEAM 1REPS 1
Signalup Wealth, LLC
RIAFayetteville, AR
AUM $10.4MTEAM 1REPS 1
Other AUM ranges
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