RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Kam-South, LLC
RIAAUM $66MTEAM 1REPS 1
Whole Family Financial Services, Inc.
RIAAUM $66MTEAM 1REPS 1
The Rosamond Financial Group Wealth Management, LLC
RIAMarble Falls, TX
AUM $66MTEAM 5REPS 2
Massie Financial Planning Inc.
RIAAlexandria, VA
AUM $66MTEAM 1REPS 1
Rivercities Asset Management, LLC
RIAOwensboro, KY
AUM $65.9MTEAM 3REPS 4
Michael J.D. Mccall, LLC
RIAAUM $65.9MTEAM 1REPS 1
DMC Wealth Management, LLC
RIABirmingham, AL
AUM $65.9MTEAM 1REPS 1
Sensus Investment Management
RIAEnglewood Cliffs, NJ
AUM $65.9MTEAM 1REPS 1
Odiorne Point Asset Management, LLC
RIAPortsmouth, NH
AUM $65.9MTEAM 3REPS 3
US Advisory Group
RIABeverly, MA
AUM $65.8MTEAM 4REPS 3
ACE & Company New York, Inc.
RIANew York, NY
AUM $65.8MTEAM 4REPS 3
North River Wealth Advisors
RIAPittsburgh, PA
AUM $65.8MTEAM 3REPS 2
TAK Advisory
RIAAUM $65.8MTEAM 1REPS 1
Innovative Family Office LLC
RIASomers, NY
AUM $65.8MTEAM 8REPS 8
New Amsterdam Wealth Planning
RIAAUM $65.8MTEAM 1REPS 1
Resq Investment Partners, LLC
RIAScottsdale, AZ
AUM $65.8MTEAM 5REPS 7
Stamberger Capital Management, LLC
RIAAUM $65.8MTEAM 1REPS 1
AZ Legacy Wealth LLC
RIAGlendale, AZ
AUM $65.8MTEAM 2REPS 3
CIO Wealth Management, Inc.
RIASudbury, MA
AUM $65.8MTEAM 1REPS 1
Venturemfo LLC
RIABoca Raton, FL
AUM $65.8MTEAM 1REPS 2
Kilcullin Financial Life Planning, LLC
RIAAUM $65.7MTEAM 1REPS 1
Fleming Financial Advising
RIAWalnut Creek, CA
AUM $65.7MTEAM 2REPS 2
Portia Capital Management
RIAFort Worth, TX
AUM $65.7MTEAM 2REPS 2
KMR Wealth Advisory, LLC
RIASan Luis Obispo, CA
AUM $65.7MTEAM 1REPS 1
Other AUM ranges
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