RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Presidio Advisors, LLC
RIAAUM $66.3MTEAM 1REPS 1
Long View Financial Services, Inc
RIAAUM $66.3MTEAM 2REPS 2
Mifi Wealth, LLC
RIABoulder, CO
AUM $66.3MTEAM 4REPS 4
Camelot Wealth Management, LLC
RIAAUM $66.3MTEAM 3REPS 2
Adams-Hansen & Associates
RIAMinnetonka, MN
AUM $66.3MTEAM 3REPS 3
Toner Asset Management Group, Inc.
RIAVirginia Beach, VA
AUM $66.3MTEAM 1REPS 1
Alexis Advisors
RIAAUM $66.2MTEAM 2REPS 2
Vision Wealth Planning, LLC
RIAGlen Allen, VA
AUM $66.2MTEAM 2REPS 1
C & C Financial Services, Inc.
RIAGreat Neck, NY
AUM $66.2MTEAM 2REPS 2
Coastal Way Financial Group, LLC
RIAWest Palm Beach, FL
AUM $66.2MTEAM 1REPS 3
Isgam US LLC
RIAWest Palm Beach, FL
AUM $66.2MTEAM 5REPS 3
Wealth Management Advisers, LLC
RIAAUM $66.2MTEAM 2REPS 2
Morris Wealth Management
RIAAnderson, CA
AUM $66.2MTEAM 2REPS 3
Peak Wealth Planning, LLC
RIAChicago, IL
AUM $66.1MTEAM 2REPS 2
Mcclure Investment Management, LLC
RIAAUM $66.1MTEAM 3REPS 4
VAM Group, LLC
RIASewickley, PA
AUM $66.1MTEAM 2REPS 2
Main Street Investment Management
RIAEdmond, OK
AUM $66.1MTEAM 2REPS 2
MC2 Financial Advisers, Inc.
RIANewtown Square, PA
AUM $66.1MTEAM 4REPS 2
Komorebi Global
RIAAUM $66MTEAM 1REPS 1
KAI Advisors
RIAAUM $66MTEAM 1REPS 1
Fernandez Financial Advisory, LLC
RIALos Alamitos, CA
AUM $66MTEAM 1REPS 1
Farley Financial
RIAAUM $66MTEAM 2REPS 2
Family Capital Advisors, LLC
RIAAUM $66MTEAM 2REPS 2
Cabildo Capital LLC
RIAAUM $66MTEAM 1REPS 1
Other AUM ranges
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