RIAs: Under $100M AUM
12,923 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Anew Advisors, LLC
RIAWauwatosa, WI
AUM $79.3MTEAM 5REPS 2
HG Tailored Financial Services
RIADallas, TX
AUM $79.3MTEAM 2REPS 2
Wealth Plus Of The Dakotas, Inc.
RIAAberdeen, SD
AUM $79.3MTEAM 4REPS 4
Herr Capital Management LLC
RIAChicago, IL
AUM $79.3MTEAM 2REPS 2
Global Planning Stewards LLC
RIABaton Rouge, LA
AUM $79.2MTEAM 1REPS 1
Blue Point Investment Management
RIABaltimore, MD
AUM $79.2MTEAM 1REPS 1
PGP Wealth Services, LLC
RIAAUM $79.2MTEAM 1REPS 1
Endeavor Financial Advisors, LLC
RIAAUM $79.2MTEAM 2REPS 1
Lawrence Wealth Management
RIAAUM $79.2MTEAM 1REPS 1
Fortis Wealth Management
RIABoone, NC
AUM $79.1MTEAM 3REPS 3
Queenbridge Capital, LLC
RIAPittsford, NY
AUM $79.1MTEAM 3REPS 3
ACE Wealth Partners, LLC
RIAWestminster, CO
AUM $79.1MTEAM 2REPS 1
Adair Financial Private Client Group
RIAAUM $79MTEAM 2REPS 1
Branch Capital Management
RIAHolland, MI
AUM $79MTEAM 3REPS 3
Mcguigan Financial, LLC
RIAAUM $79MTEAM 1REPS 1
Florin Group, LLC
RIAMclean, VA
AUM $79MTEAM 4REPS 3
John Line, Cpa, Inc.
RIADallas, TX
AUM $79MTEAM 2REPS 1
Aspire Private Wealth Counsel, LLC
RIAKnoxville, TN
AUM $79MTEAM 5REPS 2
Pathway Partners Wealth Advisors, LLC
RIAAmherst, NY
AUM $78.9MTEAM 8REPS 8
Taos Investment Advisors, LLC
RIAChicago, IL
AUM $78.9MTEAM 2REPS 1
Partner Wealth
RIAAUM $78.9MTEAM 1REPS 2
Firebrand Wealth Management, LLC
RIARedmond, WA
AUM $78.9MTEAM 5REPS 4
Abundant Wealth Strategies
RIALas Vegas, NV
AUM $78.9MTEAM 2REPS 2
Wealth Management Associates, Inc.
RIALincolnshire, IL
AUM $78.8MTEAM 2REPS 1
Other AUM ranges
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