RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Ascendance Wealth
RIAAUM $6MREPS 1
Garcia Financial Planning
RIAMeridian, ID
AUM $6MTEAM 1REPS 1
Camacho Capital Planning Advisors LLC
RIAMonmouth Junction, NJ
AUM $6MTEAM 1REPS 1
Summit Vision Financial, LLC
RIAAUM $6MTEAM 1REPS 1
Mead Capital Management, LLC
RIAAUM $6MTEAM 1REPS 1
Wealth & Business Planning Group, LLC
RIAMaitland, FL
AUM $6MTEAM 1REPS 1
BRG Financial, LLC
RIAAUM $6MTEAM 1REPS 1
Royal Financial Investment Group
RIAAUM $6MTEAM 2REPS 1
Ambastha Financial LLC
RIAAUM $5.9MTEAM 2REPS 3
Indy Wealth Solutions, LLC
RIAAUM $5.9MTEAM 1REPS 1
Dubois Wealth Management, LLC
RIAAUM $5.9MTEAM 1REPS 1
Unlimited Timing Service Inc
RIAAUM $5.9MTEAM 1REPS 2
ELM Asset Management Inc.
RIADenton, TX
AUM $5.9MTEAM 1REPS 2
Mainstay Capital
RIAAUM $5.9MTEAM 1REPS 1
Glass City Capital Management, LLC
RIAMaumee, OH
AUM $5.9MTEAM 1REPS 1
Infinitus Wealth Management LLC
RIANashville, TN
AUM $5.9MTEAM 1REPS 1
Intrepid Eagle Finance LLC
RIAAUM $5.9MTEAM 1REPS 1
Maxus Wealth Management LLC
RIASeward, NE
AUM $5.9MTEAM 2REPS 2
Vision Financial Concepts
RIAAthens, GA
AUM $5.9MTEAM 1REPS 1
ELL Wess Advisors
RIAAtlanta, GA
AUM $5.9MTEAM 1REPS 2
Eagle Spirit Investments Consulting, Inc.
RIAAUM $5.9MTEAM 1REPS 1
Kipling & Co
RIAAUM $5.9MTEAM 1REPS 1
Rose Wealth, LLC
RIALongview, TX
AUM $5.9MTEAM 8REPS 7
Aimcdonnaugh & Co Inc.
RIABaldwin, NY
AUM $5.9MTEAM 4REPS 5
Other AUM ranges
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