RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Stonecreek Wealth Advisors
RIASouth Jordan, UT
AUM $79.8MTEAM 1REPS 1
Foxstone Financial
RIALone Tree, CO
AUM $79.8MTEAM 1REPS 1
Pacific Crest Financial Advisors, LLC
RIAEverett, WA
AUM $79.8MTEAM 3REPS 3
Coral Reef Advisors LLC
RIAPonte Vedra, FL
AUM $79.8MTEAM 3REPS 2
Island Asset Management, LLC
RIASt Simons Island, GA
AUM $79.8MTEAM 1REPS 1
Verona Capital Management LLC
RIAAUM $79.8MTEAM 2REPS 2
Royal Asset Managers
RIAAUM $79.8MTEAM 1REPS 1
2xideas
RIANew York, NY
AUM $79.7MTEAM 2REPS 3
Summa Capital Management LLC
RIASanta Barbara, CA
AUM $79.7MTEAM 1REPS 1
Celadon Managed Wealth
RIAPlymouth, MN
AUM $79.7MTEAM 2REPS 2
Rockford Financial Planning
RIAAUM $79.7MTEAM 3REPS 2
Sagepointe Advisors LLC
RIAAUM $79.6MTEAM 1REPS 1
Promenade Wealth
RIAAUM $79.6MTEAM 1REPS 1
Archer Wealth Advisors
RIACoeur D Alene, ID
AUM $79.6MTEAM 5REPS 3
Nollenberger Mccullough Investment Advisors LLC
RIANewport Beach, CA
AUM $79.5MTEAM 4REPS 10
Sun Valley Advisory
RIAScottsdale, AZ
AUM $79.5MTEAM 6REPS 6
Minerva Wealth Advisory
RIANew York, NY
AUM $79.5MTEAM 2REPS 2
Dividend Growth Strategies, Inc.
RIAAUM $79.5MTEAM 1REPS 1
DBA Upal Or United Professionals AssoC. Ltd.
RIATulsa, OK
AUM $79.5MTEAM 5REPS 13
Tomlin Financial Advisors, Inc.
RIAAUM $79.5MTEAM 1REPS 1
Strategic Wealth Management LLC
RIANatick, MA
AUM $79.5MTEAM 4REPS 4
Asset Management Financial Services Inc.
RIAClearwater, FL
AUM $79.5MTEAM 2REPS 2
Brexton Family Financial, LLC
RIAAUM $79.4MTEAM 2REPS 2
Forsythe Wealth Management, Inc.
RIACrown Point, IN
AUM $79.4MTEAM 2REPS 2
Other AUM ranges
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