RIAs: Under $100M AUM
12,995 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Anderson Asset Management
RIABirmingham, AL
AUM $68.4MTEAM 1REPS 1
Shield Wealth Advisors
RIAWilliamsville, NY
AUM $68.4MTEAM 3REPS 3
UMB Private Wealth Management, LLC
RIAKansas City, MO
AUM $68.4MTEAM 94REPS 46
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
Haws Financial Planning LLC
RIASierra Vista, AZ
AUM $68.2MTEAM 3REPS 3
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
Chladek Wealth Management, LLC
RIAAUM $68.1MTEAM 1REPS 1
Pennfield Capital Corp
RIASouth Bend, IN
AUM $68.1MTEAM 2REPS 2
Peak Altitude Partners, LP
RIANew York, NY
AUM $68.1MTEAM 4REPS 3
Signature Financial Advisors
RIAHouston, TX
AUM $68.1MTEAM 4REPS 4
Gallatin Wealth Management LLC
RIAWilson, WY
AUM $68.1MTEAM 1REPS 1
JMR Financial Group
RIASuperior, WI
AUM $68.1MTEAM 4REPS 4
Clearpoint Wealth Management
RIAColleyville, TX
AUM $68MTEAM 4REPS 4
Conscious Capital
RIAAUM $68MTEAM 4REPS 3
The Financial Advisors
RIATustin, CA
AUM $68MTEAM 2REPS 1
Fifr
RIAAUM $68MTEAM 1REPS 2
Other AUM ranges
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