RIAs: Under $100M AUM
12,995 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Bell Strategic Investments, Inc.
RIAAUM $70MTEAM 1REPS 2
Asset Advisory Group, Inc.
RIAAUM $70MTEAM 1REPS 1
Arena Consulting, LLC
RIAAUM $70MREPS 1
Blackburn Financial
RIACashmere, WA
AUM $70MTEAM 2REPS 2
Kondracki Advisory, LLC
RIAHingham, MA
AUM $70MTEAM 1REPS 1
Goalbridge Wealth Management, LLC
RIAAppleton, WI
AUM $70MTEAM 2REPS 1
Mulberry Capital Management LLC
RIAAUM $70MTEAM 2REPS 2
Mindstate Capital LLC
RIAAUM $70MTEAM 2REPS 2
Icebridge Financial Group
RIABoca Raton, FL
AUM $70MTEAM 1REPS 2
Hurlburt Financial
RIALakeland, FL
AUM $70MTEAM 10REPS 2
Legacy Folios
RIAAUM $70MTEAM 3REPS 3
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 12
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 2REPS 2
Capital Financial Management
RIASan Diego, CA
AUM $69.7MTEAM 4REPS 1
Money Managers, Inc.
RIALas Vegas, NV
AUM $69.7MTEAM 4REPS 4
Other AUM ranges
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