RIAs: Under $100M AUM
12,868 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
FRA Services Inc.
RIASan Juan, PR
AUM $69MTEAM 3REPS 1
Maze Financial Planning
RIAChapel Hill, NC
AUM $69MTEAM 1REPS 1
Marathon Financial Advisors
RIAAUM $69MTEAM 2REPS 2
Hanley Capital Management, LLC
RIAAUM $69MTEAM 1REPS 1
Rooks Wealth Advisors, LLC
RIAChattanooga, TN
AUM $69MTEAM 2REPS 2
Edwards Financial Services
RIAWinter Park, FL
AUM $69MTEAM 8REPS 2
Crossroads Asset Management LLC
RIAAUM $69MTEAM 1REPS 1
Freedom Found Financial
RIATowaco, NJ
AUM $69MTEAM 1REPS 1
Financial Security Solutions, Corp.
RIAValencia, CA
AUM $69MTEAM 4REPS 2
Piecapital
RIARaleigh, NC
AUM $69MTEAM 2REPS 2
Wexford Wealth Advisors LLC
RIAWexford, PA
AUM $68.9MTEAM 1REPS 1
Jones Wealth Advisors, LLC
RIAPasadena, CA
AUM $68.9MTEAM 1REPS 1
Blakely Harbor Advisors, LLC
RIANew Haven, CT
AUM $68.9MTEAM 1REPS 1
Van Grouw Advisors, LLC
RIABluffton, SC
AUM $68.8MTEAM 3REPS 3
Bangerter Financial Services, Inc.
RIARoseville, CA
AUM $68.8MTEAM 2REPS 2
Martin & Associates Investment Advisory Services LLC
RIAMandeville, LA
AUM $68.8MTEAM 2REPS 2
Handy & Company Financial Advisors, Inc.
RIALake Oswego, OR
AUM $68.7MTEAM 2REPS 2
Anacapa Financial, LLC
RIAVentura, CA
AUM $68.7MTEAM 5REPS 4
Roland Financial Wealth Management LLC
RIAErie, PA
AUM $68.7MTEAM 4REPS 2
FIT Advisors LLC
RIAAUM $68.7MTEAM 2REPS 1
Tuyyo Planning Group
RIAAUM $68.7MTEAM 2REPS 2
Pierce Wealth Partners, Inc.
RIAFort Worth, TX
AUM $68.7MTEAM 5REPS 2
GEO Capital
RIASao Paulosp
AUM $68.7MTEAM 12REPS 5
MC Financial Services, Inc.
RIAAUM $68.6MTEAM 5REPS 3
Other AUM ranges
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