RIAs: Under $100M AUM
12,923 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Capital Management Group, Inc.
RIAWheaton, IL
AUM $78.7MTEAM 2REPS 2
Savoy Investment Management, Inc.
RIAAUM $78.7MTEAM 2REPS 1
Empowered Retirement, Inc.
RIARoseland, NJ
AUM $78.7MTEAM 1REPS 1
Centurion Advisory Group, Inc
RIASuwanee, GA
AUM $78.7MTEAM 4REPS 4
Harvest Financial Group, LLC
RIARichmond, VA
AUM $78.7MTEAM 1REPS 1
David de Koekkoek, Cfp, Ea
RIAChino, CA
AUM $78.6MTEAM 2REPS 1
Twru Private Wealth Management, LLC
RIABaton Rouge, LA
AUM $78.6MTEAM 2REPS 5
Longman Wealthcare Management, LLC
RIAMiami, FL
AUM $78.6MTEAM 1REPS 1
Future Capital Management Inc.
RIACastle Rock, CO
AUM $78.6MTEAM 11REPS 8
ST. Columbanus Ag
RIATeufen
AUM $78.6MTEAM 5REPS 6
Adams Financial Concepts, LLC
RIASeattle, WA
AUM $78.5MTEAM 3REPS 1
Bruderman Private Wealth
RIALocust Valley, NY
AUM $78.5MTEAM 5REPS 3
Hart Financial, LLC
RIAAkron, CO
AUM $78.5MTEAM 1REPS 1
Heritage Capital Partners,Inc.
RIACharlotte, NC
AUM $78.5MTEAM 1REPS 2
Hutchins Canning & Company Pa
RIAKitty Hawk, NC
AUM $78.5MTEAM 10REPS 2
Centurion Financial Strategies LLC
RIABloomington, MN
AUM $78.5MTEAM 5REPS 1
Elevated Retirement Financial Services
RIAAUM $78.5MTEAM 1REPS 1
Midwest Investment Advisors, LLC
RIAFenton, MO
AUM $78.4MTEAM 1REPS 1
Portland Financial Planning Group
RIAPortland, ME
AUM $78.4MTEAM 2REPS 1
Emery Partners LLC
RIABoston, MA
AUM $78.4MTEAM 4REPS 3
JGR Financial Solutions
RIAAUM $78.3MTEAM 1REPS 1
Revere Wealth Management LLC
RIANew York, NY
AUM $78.3MTEAM 7REPS 8
Amazz Investment Management, Inc.
RIAWilliamsville, NY
AUM $78.3MTEAM 1REPS 1
Ryan Financial Solutions, LLC
RIATualatin, OR
AUM $78.3MTEAM 2REPS 2
Other AUM ranges
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