RIAs: Under $100M AUM
12,868 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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
Aspire Advisory Services
RIALodi, CA
AUM $69.5MTEAM 1REPS 1
Advanced Investment Management LLC
RIANaples, FL
AUM $69.5MTEAM 1REPS 1
Everlong Financial
RIAAustin, TX
AUM $69.5MTEAM 1REPS 1
Guideway Financial, LLC
RIAAUM $69.4MTEAM 2REPS 2
Prosperitus Wealth Advisors
RIACoral Springs, FL
AUM $69.4MTEAM 6REPS 5
Tanaka Capital Management Inc
RIAGreenwich, CT
AUM $69.4MTEAM 3REPS 1
Wellspring Financial, LLC
RIAAUM $69.4MTEAM 3REPS 3
Park Hill Financial Planning & Investment Management, LLC
RIAAUM $69.3MTEAM 1REPS 1
Locke Asset Management
RIAAUM $69.3MTEAM 3REPS 1
Victory Wealth Management, LLC
RIAReedley, CA
AUM $69.3MTEAM 2REPS 1
Abry Partners, LLC
RIABoston, MA
AUM $69.3MTEAM 3REPS 3
Tremont Street Advisors, LLC
RIALeague City, TX
AUM $69.2MTEAM 3REPS 3
Informed Investors Group
RIAAUM $69.2MTEAM 1REPS 1
Steben & Company, LLC
RIAExcelsior, MN
AUM $69.2MTEAM 8REPS 3
Fierce Wealth Management Group LLC
RIAIndianapolis, IN
AUM $69.2MTEAM 1REPS 1
Lancaster County Financial Group, LLC
RIALancaster, PA
AUM $69.2MTEAM 3REPS 2
Sapient Investments LLC
RIAAUM $69.2MTEAM 2REPS 2
Baroldi Wood Mance Financial Advisors, LLC
RIAFoothill Ranch, CA
AUM $69.2MTEAM 2REPS 2
Galligan Financial Advisors
RIAEagan, MN
AUM $69.1MTEAM 1REPS 1
Cornerstone Asset Advisors Inc.
RIAAUM $69.1MTEAM 1REPS 1
Durkin Investment Group, LLC
RIAAUM $69.1MTEAM 1REPS 1
Other AUM ranges
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