RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Enrique Villalobos & Associates
RIAWest Covina, CA
AUM $6.6MTEAM 1REPS 1
Heritage Advisory Services, Inc.
RIAMalvern, PA
AUM $6.5MTEAM 1REPS 1
The Wealth Syndicate LLC
RIASilver Spring, MD
AUM $6.5MTEAM 1REPS 2
Wise Investment Management
RIAAUM $6.5MREPS 2
Great Mountain Capital Management LLC
RIAAUM $6.5MTEAM 1REPS 1
Brokaw Rice Investment Advisors, Incorporated
RIAAUM $6.5MTEAM 2REPS 2
Financial Life Journeys
RIAAUM $6.5MTEAM 1REPS 1
Spiritus Financial Planning
RIAAUM $6.5MTEAM 2REPS 2
Sirmium Capital, LLC
RIAAUM $6.5MTEAM 1REPS 2
Mindful Advisory, LLC
RIAAUM $6.5MTEAM 1REPS 1
Capridge Advisors
RIAAUM $6.5MTEAM 1REPS 1
Newday
RIASouthbury, CT
AUM $6.5MTEAM 2REPS 2
Brookside Wealth Management LLC
RIAAUM $6.5MTEAM 1REPS 1
Donovan Legacy Advisors, LLC
RIAAUM $6.5MTEAM 1REPS 1
Ames Financial Solutions, LLC
RIAAUM $6.5MTEAM 1REPS 1
Florio Wealth Management, LLC
RIASeminole, FL
AUM $6.5MTEAM 2REPS 1
Legacy Wealth Capital, LLC
RIAAUM $6.5MTEAM 1REPS 1
Toyer Investment Advisors LLC
RIAAUM $6.5MTEAM 1REPS 1
Summit Family Office Services, LLC
RIAAUM $6.5MTEAM 4REPS 3
IVY & Co
RIASouth Glastonbury, CT
AUM $6.5MTEAM 1REPS 1
Harvey Wealth Management LLC
RIAAUM $6.5MTEAM 1REPS 1
Tricord Investment Advisors, Inc.
RIAAUM $6.5MREPS 1
Visionary Wealth Planners LLC
RIAAUM $6.5MTEAM 1REPS 1
Organic Wealth, LLC
RIAWorthington, OH
AUM $6.5MTEAM 1REPS 1
Other AUM ranges
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