RIAs: Under $100M AUM
12,995 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Clemensen Capital Company LLC
RIAAUM $70.3MTEAM 4REPS 4
Charles Manning & Associates, Inc.
RIABala Cynwyd, PA
AUM $70.3MTEAM 1REPS 1
Polaris Financial, LLC
RIAAUM $70.2MTEAM 2REPS 2
Colligan Advisory, LLC
RIAAUM $70.2MTEAM 1REPS 1
American Wealth Protection Financial, LLC
RIAManchester, NH
AUM $70.2MTEAM 2REPS 3
Demesne Investments
RIAAUM $70.2MTEAM 1REPS 1
Wang Financial, LLC
RIASanta Barbara, CA
AUM $70.2MTEAM 3REPS 2
Resolve Asset Management Inc.
RIAToronto
AUM $70.2MTEAM 14REPS 3
Achieving Veritas LLC
RIASt. Augustine, FL
AUM $70.1MTEAM 4REPS 5
Global Vision Financial Services
RIAAUM $70.1MTEAM 1REPS 1
Bacon & Company
RIAAUM $70.1MTEAM 1REPS 1
Quiet Wealth Management
RIAAUM $70.1MTEAM 1REPS 1
Zuraw Financial
RIADelray Beach, FL
AUM $70.1MTEAM 2REPS 2
Arlen Wealth Management, LLC
RIASarasota, FL
AUM $70.1MTEAM 1REPS 1
Moss & Company, P.A.
RIAMaitland, FL
AUM $70MTEAM 1REPS 1
Percent Advisors LLC
RIANew York, NY
AUM $70MTEAM 2REPS 2
Actis Wealth Management
RIAWaukee, IA
AUM $70MTEAM 1REPS 1
EFS Asset Management LLC
RIADallas, TX
AUM $70MTEAM 1REPS 1
Wealth Alliance, LLC
RIASan Diego, CA
AUM $70MTEAM 2REPS 2
U.S Advisors, Inc.
RIAArlington, VA
AUM $70MTEAM 1REPS 1
Raimond Wealth Management LLC
RIAAUM $70MTEAM 1REPS 1
William Edward Durnan
RIAFar Hills, NJ
AUM $70MTEAM 1REPS 1
Renaissance Advisory Group
RIABryn Mawr, PA
AUM $70MTEAM 2REPS 2
Marathon Capital Management, LLC
RIAAUM $70MTEAM 2REPS 2
Other AUM ranges
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