RIAs: Under $100M AUM
12,995 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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
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
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 1
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 5REPS 5
Martin & Associates Investment Advisory Services LLC
RIAMandeville, LA
AUM $68.8MTEAM 2REPS 2
Wealthyx
RIAAustin, TX
AUM $68.8MTEAM 1REPS 1
Other AUM ranges
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