RIAs: Under $100M AUM
12,868 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Global Vantage Wealth Management
RIAAUM $75MTEAM 1REPS 1
Keel & Long Financial Management, LLC
RIAGreenville, NC
AUM $75MTEAM 2REPS 2
Paragon Retirement Planning, Inc.
RIATroy, MI
AUM $75MTEAM 4REPS 4
Moonstone Asset Management, Inc.
RIANorthbrook, IL
AUM $75MTEAM 4REPS 4
Clover Leaf Financial LLC
RIAFairport, NY
AUM $75MTEAM 4REPS 2
Gensen Asset Management Inc.
RIAAUM $75MTEAM 3REPS 2
Watts Capital Partners LLC
RIAAUM $75MTEAM 5REPS 5
Centered Financial
RIACarlsbad, CA
AUM $75MTEAM 2REPS 2
Culbreth Wealth Management
RIADacula, GA
AUM $75MTEAM 2REPS 1
The Table Financial Planning LLC
RIAAUM $75MTEAM 4REPS 4
Mountain Pass Planning
RIAHopewell Junction, NY
AUM $74.9MTEAM 1REPS 1
Northlake Capital Management, LLC
RIAAUM $74.9MTEAM 2REPS 1
The Change Advisory Group, LLC
RIAAUM $74.9MTEAM 3REPS 3
EKO
RIAAUM $74.9MTEAM 12REPS 1
Calisi Wealth Management
RIATempe, AZ
AUM $74.9MTEAM 1REPS 1
R.D. Smothers Wealth Management
RIACampbellsville, KY
AUM $74.9MTEAM 11REPS 3
Charter Oak Asset Management, Inc.
RIACheshire, CT
AUM $74.8MTEAM 3REPS 2
Affinity Wealth Management, LLC
RIAPlymouth, MI
AUM $74.8MTEAM 4REPS 4
HLV Ventures
RIAHauppauge, NY
AUM $74.8MTEAM 12REPS 2
Beyond Wealth Advisory LLC
RIASan Francisco, CA
AUM $74.8MTEAM 2REPS 3
Hurwitz Associates, Inc.
RIAHouston, TX
AUM $74.8MTEAM 5REPS 5
Vora Wealth Management, Pllc
RIAFlagstaff, AZ
AUM $74.8MTEAM 1REPS 1
Ginsberg Financial Strategies
RIAWalnut Creek, CA
AUM $74.8MTEAM 3REPS 1
Macro Wealth Management, Inc.
RIAPeoria, IL
AUM $74.8MTEAM 4REPS 4
Other AUM ranges
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