RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Schorpp Capital Management
RIAEast Brunswick, NJ
AUM $69.9MTEAM 3REPS 2
Willamette Valley Wealth Management, LLC
RIASalem, OR
AUM $69.9MTEAM 1REPS 1
Dickinson Barnum Investment Management, LLC
RIAParagould, AR
AUM $69.9MTEAM 2REPS 2
Guide Financial Planning
RIAShoreview, MN
AUM $69.9MTEAM 6REPS 3
George Papadopoulos, Cpa/Pfs,Cfp
RIAAUM $69.8MTEAM 1REPS 1
Canterbury Investment Management, LLC
RIAZionsville, IN
AUM $69.8MTEAM 2REPS 2
IBN Advisory Services, Inc.
RIALiverpool, NY
AUM $69.8MTEAM 8REPS 13
Stewardright
RIAWichita, KS
AUM $69.7MTEAM 3REPS 3
Seidman Investment Portfolios
RIAVineyard Haven, MA
AUM $69.7MTEAM 1REPS 1
Atlas Financial Advisors, LLC
RIABoca Raton, FL
AUM $69.7MTEAM 5REPS 5
Clear Harbor Wealth Management
RIADestin, FL
AUM $69.7MTEAM 3REPS 3
Capital Financial Management
RIASan Diego, CA
AUM $69.7MTEAM 4REPS 1
Money Managers, Inc.
RIALas Vegas, NV
AUM $69.7MTEAM 4REPS 4
Key Capital Advisors, Inc.
RIAMiami, FL
AUM $69.6MTEAM 7REPS 4
Brightpath Wealth Advisors LLC
RIACrofton, MD
AUM $69.6MTEAM 4REPS 4
Lagrande Global LLC
RIADallas, TX
AUM $69.6MTEAM 1REPS 1
CP Advisors, Inc.
RIAClinton, NC
AUM $69.6MTEAM 7REPS 5
HFM Advisors
RIAAUM $69.6MTEAM 1REPS 1
Rochester Investments
RIARochester, NY
AUM $69.5MTEAM 1REPS 1
Dogpatch Wealth
RIASan Francisco, CA
AUM $69.5MTEAM 2REPS 1
Client Focused Financial
RIASt Petersburg, FL
AUM $69.5MTEAM 1REPS 1
Mobile Bay Wealth Management, LLC
RIAMobile, AL
AUM $69.5MTEAM 4REPS 3
Vision Capital Investment Management, Inc.
RIASan Francisco, CA
AUM $69.5MTEAM 2REPS 1
Platinum Wealth Management, Inc.
RIASan Diego, CA
AUM $69.5MTEAM 3REPS 1
Other AUM ranges
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