RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Brick Street Financial
RIAClinton, MS
AUM $359KTEAM 3REPS 1
Brinker Asset Management
RIAAUM $356KREPS 1
New Day Wealth Management, LLC
RIARussellville, AR
AUM $355KTEAM 2REPS 3
Ventum Advisors Corp.
RIAToronto
AUM $355KTEAM 7REPS 4
Afinitiv LLC
RIASheridan, WY
AUM $354KTEAM 2REPS 2
Openvest
RIAAventura, FL
AUM $353KTEAM 2REPS 2
Holland Capital Advisors, LLC
RIACharlotte, NC
AUM $353KTEAM 1REPS 1
Magna Vis Capital
RIAGainesville, FL
AUM $353KTEAM 1REPS 1
Achilles Wealth Management, LLC
RIAAUM $353KTEAM 1REPS 1
Covenant Financial Planning and Resource Management, Inc.
RIAAUM $353KTEAM 1REPS 1
EEE Financial LLC
RIAAUM $351KTEAM 1REPS 1
Intelligent Worth
RIAAUM $351KTEAM 1REPS 1
Mount Ararat Financial Services LLC
RIAAUM $351KTEAM 1REPS 1
Silveria Wealth Group, LLC
RIABoise, ID
AUM $350KTEAM 1REPS 1
Del Monte Capital, Inc.
RIAMonterey, CA
AUM $350KTEAM 1REPS 1
Firefly Wealth Management
RIACleveland, OH
AUM $350KTEAM 1REPS 1
Foresight Financial Advisory
RIAAUM $350KTEAM 1REPS 1
Quantaraxia LLC
RIAAUM $350KTEAM 1REPS 1
Seth Heine LLC
RIAAUM $350KTEAM 1REPS 1
Turgeon & Co
RIAAUM $350KTEAM 1REPS 1
MultigenerationaL.Black Inc.
RIAAUM $349KTEAM 1REPS 2
Westpeak Financial
RIAAUM $349KTEAM 1REPS 1
Cloyd Capital
RIAAUM $347KTEAM 1REPS 1
Mort Kelly Financial Services, LLC
RIAAUM $347KTEAM 1REPS 1
Other AUM ranges
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