RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
P38 ENTERPRISES, INC.
RIAAUM $96.3MTEAM 1REPS 1
SCHMIDT WEALTH MANAGEMENT
RIAFARGO, ND
AUM $96.3MTEAM 4REPS 1
ISRAEL INVESTMENT ADVISORS, LLC
RIADENVER, CO
AUM $96.3MTEAM 4REPS 23
PACIFIC WEALTH ADVISORY SERVICES LLC
RIADANVILLE, CA
AUM $96.3MTEAM 2REPS 2
DAVID B. PATSTON, CPA, CFA
RIADENVER, CO
AUM $96.3MTEAM 1REPS 1
PENSERRA GLOBAL INVESTORS LLC
RIAORINDA, CA
AUM $96.2MTEAM 12REPS 8
HILPAN MOXIE WEALTH MANAGEMENT, LLC
RIAAUM $96.1MTEAM 1REPS 1
LIFEPLAN FINANCIAL SERVICES, LP
RIAKingwood, TX
AUM $96.1MTEAM 2REPS 2
J.W. ADVISORS INC.
RIAPHOENIX, AZ
AUM $96.1MTEAM 2REPS 1
ENVISION RETIREMENT LLC
RIATEMPE, AZ
AUM $96.1MTEAM 3REPS 3
BLOOMFIELD ASSET MANAGEMENT, INC
RIAAUM $96.1MTEAM 1REPS 1
CAPITAL DESIGN PRIVATE WEALTH LLC
RIAPORTSMOUTH, NH
AUM $96MTEAM 2REPS 2
FINANCIAL SERVICES OF NORTHEAST WISCONSIN, INC.
RIAAUM $96MTEAM 1REPS 1
CHRISTIAN CURRY BATCHELDER, CFP
RIAAUM $96MTEAM 1REPS 1
SMART CHOICE FINANCIAL PLANNING, INC.
RIAAUM $96MTEAM 1REPS 1
MEYERS WEALTH MANAGEMENT
RIAPALO ALTO, CA
AUM $96MTEAM 1REPS 1
ITI FINANCIAL MANAGEMENT
RIASPRINGFIELD, MO
AUM $96MTEAM 2REPS 1
QUINN FINANCIAL PLANNING, LLC
RIAORLAND PARK, IL
AUM $96MTEAM 1REPS 1
EASTWARD CAPITAL PARTNERS, LLC
RIAWEST NEWTON, MA
AUM $96MTEAM 12REPS 2
DANCOURT MANAGEMENT, LLC
RIAAUM $95.9MTEAM 1REPS 1
WILLIS FINANCIAL SERVICES, INC.
RIAAUM $95.9MTEAM 1REPS 1
CREST WEALTH ADVISORS LLC
RIAANNAPOLIS, MD
AUM $95.8MTEAM 2REPS 3
KRIS LEWICKI & ASSOCIATES, LLC
RIACORAL SPRINGS, FL
AUM $95.8MTEAM 3REPS 3
AXIOM VALUE WEALTH MANAGEMENT LLC
RIAROCKVILLE, MD
AUM $95.8MTEAM 10REPS 5
Other AUM ranges
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