RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Rose Wealth, LLC
RIALongview, TX
AUM $5.9MTEAM 8REPS 7
Nextgen Wealth Defense LLC
RIALorain, OH
AUM $5.9MTEAM 1REPS 1
Rook Financial LLC
RIAAUM $5.9MTEAM 1REPS 1
361 Financial Planning, Inc.
RIAWalnut Creek, CA
AUM $5.9MTEAM 1REPS 1
Acorn Capital Partners, LLC
RIAForest Hills, NY
AUM $5.9MTEAM 2REPS 2
HRC Financial
RIAAUM $5.9MTEAM 1REPS 1
DCG Wealth Management
RIAAUM $5.9MTEAM 1REPS 3
Insight Personal Finance
RIAAUM $5.9MTEAM 1REPS 1
Harding's Wealth Managers, Inc.
RIAAUM $5.9MTEAM 1REPS 1
Strong Financial Services
RIAAUM $5.9MTEAM 4REPS 1
Adviser Alliance, LLC
RIAAUM $5.9MTEAM 5REPS 6
American Legacy Capital
RIAAUM $5.9MTEAM 1REPS 1
Usaworld Capital LLC
RIAAUM $5.9MTEAM 1REPS 1
Blue Sky Wealth Partners, LLC
RIAAUM $5.9MTEAM 1REPS 1
Whitley Financial, LLC
RIAAUM $5.9MTEAM 1REPS 1
En+ Wealth
RIAAUM $5.9MTEAM 1REPS 1
Casull Financial Advisory, LLC
RIASouth Jordan, UT
AUM $5.9MTEAM 1REPS 1
Jones Financial Consulting, LLC
RIAAUM $5.9MTEAM 1REPS 1
Laughna Financial Planning LLC
RIAAUM $5.9MREPS 1
Camco, LLC
RIAAUM $5.9MTEAM 1REPS 1
Bulle Rock
RIADallas, TX
AUM $5.9MTEAM 2REPS 1
White Pine Advisory LLC
RIAAUM $5.8MTEAM 1REPS 1
Legacy Investment Advisors Inc.
RIABraintree, MA
AUM $5.8MTEAM 1REPS 1
Sunset Strategic Financial Advisors, LLC
RIAAUM $5.8MTEAM 1REPS 1
Other AUM ranges
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