RIAs: Under $100M AUM
12,923 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
JCB Financial, Inc.
RIAAUM $72.7MTEAM 1REPS 1
Farnsley Wealth Management, LLC
RIAPort St Joe, FL
AUM $72.7MTEAM 3REPS 1
The Bycoff Group LLC
RIAAUM $72.6MTEAM 2REPS 2
Investus Financial
RIANewport Beach, CA
AUM $72.6MTEAM 1REPS 1
Periphas Capital, LP
RIANew York, NY
AUM $72.6MTEAM 4REPS 2
Lifecraft Wealth Management
RIASunrise, FL
AUM $72.6MTEAM 3REPS 1
Volkman Wealth Management, LLC
RIAAUM $72.5MTEAM 1REPS 1
Plectrum Advisers LLC
RIAAUM $72.5MTEAM 2REPS 2
Stone Securities Inc.
RIAClarks Green, PA
AUM $72.5MTEAM 4REPS 4
Atlas Lifestyle Planning Group LLC
RIAWestminster, CO
AUM $72.5MTEAM 1REPS 1
Mdrn Wealth
RIAVenice, CA
AUM $72.5MTEAM 2REPS 1
Hebert Advisory Services Inc
RIALittleton, CO
AUM $72.4MTEAM 5REPS 5
WPM Wealth Advisors LLC
RIASaratoga Springs, NY
AUM $72.4MTEAM 3REPS 3
Lorintine Capital
RIADallas, TX
AUM $72.3MTEAM 3REPS 2
Planning Associates Wealth Management, LLC
RIAMetairie, LA
AUM $72.3MTEAM 3REPS 2
Trasatti Wealth Planning, LLC
RIABaltimore, MD
AUM $72.3MTEAM 1REPS 1
Safe Money Solutions, LLC
RIAAUM $72.3MTEAM 2REPS 2
Irving Planning & Investments, Ltd.
RIACentennial, CO
AUM $72.3MTEAM 2REPS 2
Burkart Financial Group, Inc.
RIASt Petersburg, FL
AUM $72.2MTEAM 1REPS 1
Rise Wealth Partners LLC
RIAMechanicsville, VA
AUM $72.2MTEAM 1REPS 1
Monroe Wealth Management LLC
RIASan Francisco, CA
AUM $72.2MTEAM 1REPS 1
Aurora Pointe Capital Management, LLC
RIAVienna, VA
AUM $72.2MTEAM 1REPS 1
Forever Financial Advisors, LLC
RIAAUM $72.2MTEAM 1REPS 1
Seastrunk Financial Management, LLC
RIAFlorence, SC
AUM $72.2MTEAM 2REPS 2
Other AUM ranges
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