RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Finanxial Investment Advisors, Corp
RIASan Juan, PR
AUM $82MTEAM 6REPS 2
Klesis Advisors, LLC
RIAWalnut Creek, CA
AUM $82MTEAM 2REPS 3
Ivesta Corp
RIANew York, NY
AUM $82MTEAM 2REPS 5
Financial Vision LLC
RIAGoleta, CA
AUM $82MTEAM 2REPS 2
Tehrani Wealth Management, LLC
RIAPhoenix, AZ
AUM $82MTEAM 1REPS 1
L&L Partners Wealth Management, LLC
RIASuffern, NY
AUM $81.8MTEAM 2REPS 2
Dasta Investments LLC
RIANew York, NY
AUM $81.8MTEAM 8REPS 3
Long River Investment Management LLC
RIAAUM $81.8MTEAM 1REPS 1
Frontier Advisors, LLC
RIAAUM $81.7MTEAM 1REPS 1
Everwealth
RIATulsa, OK
AUM $81.7MTEAM 2REPS 2
Baird Principal Group Management Company II, LLC
RIAMilwaukee, WI
AUM $81.7MTEAM 3REPS 6
Sylamore Investments LLC
RIAMountain View, AR
AUM $81.7MTEAM 1REPS 1
Tenere Financial
RIAAUM $81.7MTEAM 2REPS 2
Kelly Intelligence
RIAEnglewood, CO
AUM $81.7MTEAM 4REPS 1
Desert Capital Advisors, LLC
RIAHenderson, NV
AUM $81.6MTEAM 1REPS 1
Astute Financial, LLC
RIARapid City, SD
AUM $81.6MTEAM 3REPS 2
Cypress Path Capital, LLC
RIACarmel, CA
AUM $81.6MTEAM 2REPS 2
Olhoeft Financial, LLC
RIAAUM $81.6MTEAM 1REPS 1
Smart Steps Wealth Management LLC
RIASaint Louis, MO
AUM $81.5MTEAM 1REPS 1
Main Street Advisors, LLC
RIAWestminster, MD
AUM $81.5MTEAM 3REPS 1
Vision Wealth Advisors, LLC
RIALewisburg, PA
AUM $81.5MTEAM 2REPS 1
Pine Capital
RIAPortland, ME
AUM $81.5MTEAM 2REPS 3
Avenues Wealth, LLC
RIAWinter Park, FL
AUM $81.5MTEAM 1REPS 1
Crosby Advisory Group, LLC
RIAAshland, OH
AUM $81.4MTEAM 4REPS 5
Other AUM ranges
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