RIAs: Under $100M AUM
12,995 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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
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
Hanley Capital Management, LLC
RIAMadison, NJ
AUM $65.7MTEAM 1REPS 1
Vector Financial Solutions, Inc.
RIAEscondido, CA
AUM $65.7MTEAM 3REPS 2
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
Integra Private Wealth Management, LLC
RIATulsa, OK
AUM $65.6MTEAM 1REPS 1
Julius Arthur Seibert & Company, LLC
RIACincinnati, OH
AUM $65.5MTEAM 3REPS 1
Stewardship Financial Planning
RIAIrvington, 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
Other AUM ranges
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