RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Gurniak Financial Advisors, Inc.
RIAAllentown, PA
AUM $68.6MTEAM 3REPS 1
Saunders Financial LLC
RIALivonia, MI
AUM $68.6MTEAM 1REPS 1
Independent Investment Advisors
RIAHillsboro, OR
AUM $68.5MTEAM 1REPS 1
Castle Pines Investment Management LLC
RIAAUM $68.5MTEAM 2REPS 2
D.S. Brown Wealth Advisors, LLC
RIAAtlanta, GA
AUM $68.5MTEAM 1REPS 1
COX Financial Group, Ltd.
RIASchaumburg, IL
AUM $68.5MREPS 1
Whitewater Wealth
RIAAUM $68.5MTEAM 1REPS 1
Alphanext, LLC
RIALos Angeles, CA
AUM $68.5MTEAM 2REPS 4
Mark Vogel Wealth Management, LLC
RIAAUM $68.5MTEAM 2REPS 1
Kaizen Wealth Management, LLC
RIACharleston, SC
AUM $68.5MTEAM 1REPS 1
Granite Wealth Management LLC
RIAPlymouth, MA
AUM $68.5MTEAM 2REPS 2
Capital Formation Advisers LLC
RIAAUM $68.4MTEAM 1REPS 1
Anderson Asset Management
RIABirmingham, AL
AUM $68.4MTEAM 1REPS 1
Shield Wealth Advisors
RIAWilliamsville, NY
AUM $68.4MTEAM 3REPS 3
Caruso And Company, P.A., Certified Public Accountants
RIADeerfield Beach, FL
AUM $68.4MTEAM 4REPS 1
Retirement Lifestyles Advisory Group
RIARedding, CA
AUM $68.3MTEAM 1REPS 2
Hfir LLC
RIAAUM $68.3MTEAM 1REPS 1
Bleecker Street Capital Management, LLC
RIABrooklynn, NY
AUM $68.3MTEAM 6REPS 1
Summitview Advisors
RIAAUM $68.3MTEAM 1REPS 1
Sheller Wealth Management, Inc.
RIATroy, MO
AUM $68.2MTEAM 3REPS 2
Parlin Advisors LLC
RIAHague, NY
AUM $68.2MTEAM 1REPS 1
Iconoclastic Capital Management LLC
RIARochester, NY
AUM $68.2MTEAM 5REPS 4
Structure Wealth Partners LLC
RIAOrlando, FL
AUM $68.2MTEAM 1REPS 1
Walters Strategic Advisors, LLC
RIASarasota, FL
AUM $68.1MTEAM 2REPS 2
Other AUM ranges
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