RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Metric Financial, LLC
RIASimsbury, CT
AUM $97.2MTEAM 3REPS 1
Faith Financial Advisors, Inc.
RIALoveland, OH
AUM $97.2MTEAM 5REPS 2
Wealth Legacy Group, Inc.
RIASan Diego, CA
AUM $97.2MTEAM 2REPS 2
Barrister
RIAFort Washington, PA
AUM $97.1MTEAM 1REPS 2
Amberlake Partners Sam
RIAMonaco
AUM $97.1MTEAM 7REPS 3
Berkshire Advisors, Inc.
RIAWyomissing, PA
AUM $97.1MTEAM 2REPS 2
R.O.I.
RIALehi, UT
AUM $97MTEAM 2REPS 3
Arkenstone Financial, LLC
RIAMonument, CO
AUM $97MTEAM 4REPS 4
Stratacore Capital Management, LLC
RIANew York, NY
AUM $97MTEAM 2REPS 2
Wilkinson Capital Management, LLC
RIASaint Paul, MN
AUM $97MTEAM 2REPS 1
JPL Asset Management And Planning, LLC
RIANewark, DE
AUM $97MTEAM 3REPS 3
L.F. Howard Associates Inc
RIABoston, MA
AUM $96.9MTEAM 1REPS 1
Shepherd Wealth & Retirement LLC
RIATucson, AZ
AUM $96.9MTEAM 4REPS 3
Tweddell Goldberg Investment Management
RIAAUM $96.9MTEAM 2REPS 2
Box Financial Advisors, LLC
RIAGrapevine, TX
AUM $96.9MTEAM 4REPS 3
Evergreen Wealth Advisors, Inc.
RIAAUM $96.8MTEAM 1REPS 1
RVX Asset Management LLC
RIAAventura, FL
AUM $96.8MTEAM 4REPS 3
Nathanael R. Brayton, Cfa
RIABoston, MA
AUM $96.8MTEAM 1REPS 1
Heinz Investments
RIAAtlanta, GA
AUM $96.8MTEAM 3REPS 2
UOB Global Capital LLC
RIANew York, NY
AUM $96.8MTEAM 7REPS 6
Money Script Wealth Management, Pllc
RIAAUM $96.8MTEAM 11REPS 2
Optimist Capital
RIAPalm Beach Gardens, FL
AUM $96.7MTEAM 4REPS 5
Morgan Kenwood Advisors, LLC
RIAGreendale, WI
AUM $96.7MTEAM 2REPS 2
Scott Conyers Capital Management, Inc.
RIAAUM $96.7MTEAM 1REPS 1
Other AUM ranges
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