RIAs: Under $100M AUM
12,995 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Handy & Company Financial Advisors, Inc.
RIALake Oswego, OR
AUM $68.7MTEAM 2REPS 2
Anacapa Financial, LLC
RIAVentura, CA
AUM $68.7MTEAM 5REPS 5
Capital Management Associates Inc
RIANew York, NY
AUM $68.7MTEAM 8REPS 6
Roland Financial Wealth Management LLC
RIAErie, PA
AUM $68.7MTEAM 4REPS 2
Advize Wealth Management
RIARochester, MI
AUM $68.7MTEAM 2REPS 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
Ritter Wealth Counsel
RIASan Rafael, CA
AUM $68.6MTEAM 1REPS 1
Keturi Investment Management, LLC
RIALake Oswego, OR
AUM $68.6MTEAM 5REPS 4
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
Other AUM ranges
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