RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Shepherd Wealth Partners
RIAAUM $75.7MTEAM 2REPS 3
Centauri Advisory Group, Inc.
RIAZelienople, PA
AUM $75.7MTEAM 4REPS 4
Holland Financial Services, Inc.
RIAAthens, GA
AUM $75.6MTEAM 3REPS 1
Duke And Duke Wealth Management LLC
RIADoylestown, PA
AUM $75.6MTEAM 4REPS 5
Monarch Asset Management LLC
RIABradenton, FL
AUM $75.6MTEAM 1REPS 1
Achieve Retirement & Wealth Management, LLC
RIARidgefield, CT
AUM $75.6MTEAM 1REPS 1
Rewey Asset Management
RIAAUM $75.6MTEAM 1REPS 1
Brass Capital
RIAAUM $75.6MTEAM 5REPS 3
Future Wealth LLC
RIALos Gatos, CA
AUM $75.6MTEAM 1REPS 1
ECF Wealth, Inc.
RIAAUM $75.6MTEAM 1REPS 1
Najarian Family Office, LLC
RIAChicago, IL
AUM $75.6MTEAM 6REPS 6
R.D. Thompson Investments
RIASalt Lake City , UT
AUM $75.6MTEAM 1REPS 1
Moore Investment Partners, LLC
RIACharlotte, NC
AUM $75.6MTEAM 1REPS 1
Wardlaw Wealth Management LLC
RIAWaco, TX
AUM $75.6MTEAM 1REPS 2
Shoreline Capital Corporation
RIABoothbay Harbor, ME
AUM $75.5MTEAM 1REPS 1
Gesar Capital Management
RIAAUM $75.5MTEAM 1REPS 1
Redfish Capital
RIACypress, TX
AUM $75.5MTEAM 4REPS 4
KPC Financial Solutions, LLC
RIASouthlake, TX
AUM $75.5MTEAM 8REPS 4
South Atlantic Capital Management Group, Inc.
RIAWilmington, NC
AUM $75.5MTEAM 2REPS 2
Sutton Financial Group
RIAVestavia Hills, AL
AUM $75.5MTEAM 1REPS 1
Santara Wealth Management LLC
RIASan Diego, CA
AUM $75.5MTEAM 2REPS 2
BON Investments, LLC
RIAAUM $75.5MTEAM 1REPS 1
Defrehn Consulting
RIAAUM $75.4MTEAM 1REPS 1
Christian Values Investing, Inc.
RIAStatesboro, GA
AUM $75.4MTEAM 3REPS 3
Other AUM ranges
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