RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
The Private Family Advisors, LLC
RIASaint Louis, MO
AUM $82.4MTEAM 2REPS 2
Zenith Investment Management, LLC
RIAScottsdale, AZ
AUM $82.4MTEAM 6REPS 3
Holdfast Wealth Management, LLC
RIAAUM $82.3MTEAM 1REPS 1
Synthesis Advisors, Inc.
RIANashville, TN
AUM $82.3MTEAM 2REPS 1
Pulver Capital Management LLC
RIASummit, NJ
AUM $82.3MTEAM 2REPS 4
Financial Economics Consulting Group, Inc.
RIATuscaloosa, AL
AUM $82.3MTEAM 3REPS 2
Eaglestrong Financial
RIAMemphis, TN
AUM $82.3MTEAM 2REPS 2
KEJ Financial Advisors
RIAAUM $82.3MTEAM 1REPS 1
Oakleigh Wealth Services
RIACrozet, VA
AUM $82.2MTEAM 2REPS 1
Cardinal Wealth Advisors, L.L.C.
RIAEdina, MN
AUM $82.2MTEAM 2REPS 2
Biggin, Inc.
RIAMelville, NY
AUM $82.2MTEAM 1REPS 1
Remote Financial Planner, LLC
RIAWest Palm Beach, FL
AUM $82.2MREPS 1
Winthrop Partners - Epa, LLC
RIABuffalo, NY
AUM $82.2MTEAM 5REPS 5
Longenecker Financial Services
RIADes Moines, IA
AUM $82.1MTEAM 3REPS 2
Walsh Advisors
RIACrown Point, IN
AUM $82.1MTEAM 2REPS 2
SR Financial Services, Inc.
RIAAUM $82MTEAM 1REPS 1
H. L. Lichstrahl & Company, LLC
RIAArlington, VA
AUM $82MTEAM 1REPS 1
Oak Summit Wealth Management, Inc.
RIAAUM $82MTEAM 1REPS 1
Flynn Financial, LLC
RIABlakely, PA
AUM $82MTEAM 1REPS 1
Londinium Asset Management Ltd.
RIA55305
AUM $82MTEAM 1REPS 1
Smart Investments Advisory Incorporated
RIARedlands, CA
AUM $82MTEAM 3REPS 3
NIX Wealth Management
RIASacramento, CA
AUM $82MTEAM 3REPS 3
Langdon Financial Management, Inc.
RIASpringfield, IL
AUM $82MREPS 2
Plan2retire
RIAHagerstown, MD
AUM $82MTEAM 1REPS 1
Other AUM ranges
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