RIAs: Under $100M AUM
12,868 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Origin Wealth Advisers
RIAAUM $80.6MTEAM 2REPS 2
Lockwood Wealth Strategies, LLC
RIAAUM $80.6MTEAM 2REPS 1
Mollot & Hardy, Inc.
RIAAmherst, NY
AUM $80.6MTEAM 2REPS 2
Perennial Wealth Advisors, LLC
RIACanadian, TX
AUM $80.6MTEAM 3REPS 3
Cypress Wealth Advisors, LLC
RIAShavano Park, TX
AUM $80.6MTEAM 2REPS 1
Crosswell Family Wealth Advisors
RIAThe Woodlands, TX
AUM $80.6MTEAM 5REPS 3
Virginia Investment Advisory, Inc.
RIAHenrico, VA
AUM $80.5MTEAM 2REPS 2
Make Way Wealth Management
RIASioux Falls, SD
AUM $80.5MTEAM 2REPS 2
Nottingham Wealth Partners, Inc.
RIASyracuse, NY
AUM $80.5MTEAM 7REPS 5
Prophet Wealth Management
RIAKenosha, WI
AUM $80.4MTEAM 5REPS 2
Castellano Wealth Planning
RIAAUM $80.4MTEAM 2REPS 2
Champion Financial Planning Group, LLC
RIAAnnapolis, MD
AUM $80.4MTEAM 1REPS 1
Graf Financial, L.L.C.
RIABaton Rouge, LA
AUM $80.3MTEAM 1REPS 1
Personal Financial Advisors, Inc.
RIAPickerington, OH
AUM $80.3MTEAM 3REPS 3
Ever Green Wealth Management, LLC
RIAVictor, NY
AUM $80.3MTEAM 1REPS 2
Lipscomb Investment Group, LLC
RIAAuburn, AL
AUM $80.2MTEAM 3REPS 4
DGM Asset Management, L.L.C.
RIAAUM $80.2MTEAM 1REPS 2
Abernathy Group II LLC
RIANew York, NY
AUM $80.2MTEAM 4REPS 2
Kensington Ami, LLC
RIABurbank, CA
AUM $80.2MTEAM 1REPS 1
Iapetus Capital, Inc.
RIAAUM $80.2MTEAM 1REPS 1
Smart Money Financial Advisors, LLC
RIASterling Heights, MI
AUM $80.2MTEAM 3REPS 2
Kamke Investment Strategies Inc.
RIACharlottesville, VA
AUM $80.1MTEAM 2REPS 2
Federal Prep
RIABohemia, NY
AUM $80.1MTEAM 5REPS 3
Oak Road Wealth Management
RIALee's Summit, MO
AUM $80.1MTEAM 3REPS 3
Other AUM ranges
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