RIAs: Under $100M AUM
12,868 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Valoir Wealth LLC
RIAAUM $75.4MTEAM 1REPS 1
Seawise Financial, Inc.
RIACardiff By The Sea, CA
AUM $75.3MTEAM 2REPS 2
Magen Wealth Management, LLC
RIAMiami, FL
AUM $75.3MTEAM 3REPS 1
Wealthtarget Investment Advisors, LLC
RIABakersfield, CA
AUM $75.3MTEAM 1REPS 1
Yeisley Wealth Solutions, Inc.
RIAWichita, KS
AUM $75.3MTEAM 10REPS 1
Moyer Wealth Management
RIAAUM $75.3MTEAM 3REPS 2
Tushaus Wealth Management
RIAScottsdale, AZ
AUM $75.3MTEAM 4REPS 4
Provenire Capital LLC
RIAEden Prairie, MN
AUM $75.3MTEAM 2REPS 2
Vaultis Private Wealth Ltd
RIAAUM $75.2MTEAM 2REPS 2
Leedom Asset Management, Inc.
RIAAUM $75.2MTEAM 1REPS 1
Arkin Financial Advisors, LLC
RIASavannah, GA
AUM $75.2MTEAM 1REPS 1
Kane Financial
RIAWaterville, NY
AUM $75.2MTEAM 4REPS 3
Skybox Financial Group LLC
RIAMiddleburg Heights, OH
AUM $75.2MTEAM 2REPS 2
Halo Investment Services, LLC
RIAManhasset, NY
AUM $75.2MTEAM 24REPS 24
Texas Institutional Investment Management, LLC
RIASan Antonio, TX
AUM $75.1MTEAM 3REPS 2
Lava Creek Capital Management, LLC
RIASan Rafael, CA
AUM $75.1MTEAM 2REPS 2
Integrated Financial Strategies, Inc.
RIASan Mateo, CA
AUM $75MTEAM 1REPS 1
Avanti Wealth Management
RIARutherford, NJ
AUM $75MTEAM 1REPS 1
White Mcgowan
RIALittle Rock, AR
AUM $75MTEAM 5REPS 2
Cornerstone Asset Management
RIAWinchester, VA
AUM $75MTEAM 2REPS 2
Arkell Asset Management, LLC
RIABozeman, MT
AUM $75MTEAM 1REPS 1
ASG Capital
RIAMiami, FL
AUM $75MTEAM 4REPS 3
Wealth & Tax Planners LLC
RIAWalnut Creek, CA
AUM $75MTEAM 3REPS 2
EVP Capital Advisors, LLC
RIAAUM $75MTEAM 2REPS 2
Other AUM ranges
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