RIAs: Under $100M AUM
12,868 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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
Vector Financial Solutions, Inc.
RIAEscondido, CA
AUM $65.7MTEAM 3REPS 3
Griffin Financial Advisors, LLC
RIAAUM $65.7MTEAM 2REPS 2
Nautilus Financial Group, Inc.
RIAVirginia Beach, VA
AUM $65.7MTEAM 2REPS 1
Bonfanti Investment Services, LLC
RIAPrairieville, LA
AUM $65.7MTEAM 1REPS 1
Southern Investment Management Collective LLC
RIAAUM $65.6MTEAM 1REPS 1
Shope Advisors Group
RIACamillus, NY
AUM $65.6MTEAM 2REPS 2
Soundview Private Wealth Advisors
RIACheshire, CT
AUM $65.6MTEAM 1REPS 1
Integra Private Wealth Management, LLC
RIATulsa, OK
AUM $65.6MTEAM 1REPS 1
Crionna Wealth LLC
RIAAvon, CT
AUM $65.6MTEAM 4REPS 2
Julius Arthur Seibert & Company, LLC
RIACincinnati, OH
AUM $65.5MTEAM 3REPS 1
Stewardship Financial Planning
RIATarrytown, NY
AUM $65.5MTEAM 1REPS 1
Seasonal Strategy
RIAAUM $65.5MTEAM 2REPS 2
Monocot Wealth Management, LLC
RIALas Vegas, NV
AUM $65.5MTEAM 1REPS 1
Kadisak Financial Services, Inc.
RIANaperville, IL
AUM $65.5MTEAM 3REPS 3
Center Peak Financial
RIADurham, NC
AUM $65.5MTEAM 2REPS 1
Kineo Capital LLC
RIANew York, NY
AUM $65.4MTEAM 3REPS 4
Mangolds Investment Advisors Inc.
RIALancaster, PA
AUM $65.4MTEAM 3REPS 3
Northport Investment Management, LLC
RIARadnor, PA
AUM $65.4MTEAM 1REPS 1
Evolution Vision Wealth Management
RIAAUM $65.4MTEAM 2REPS 3
Gump and Mchugh Asset Management
RIAAUM $65.4MTEAM 2REPS 2
Zenith Advisory Group, LLC
RIACenterville, OH
AUM $65.3MTEAM 2REPS 2
Other AUM ranges
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