RIAs: Under $100M AUM
12,992 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Wealth For You Financial, LLC
RIAGrand Blanc, MI
AUM $65MTEAM 3REPS 4
Nashua Capital Management LLC
RIANashua, NH
AUM $65MTEAM 1REPS 1
Lincoln Management
RIAAUM $64.9MTEAM 2REPS 2
JAM Capital Partners
RIASt Simons Island, GA
AUM $64.9MTEAM 3REPS 1
Capital Area Planning Group
RIAWashington, DC
AUM $64.8MTEAM 4REPS 2
Strategy Cap, LLC
RIABend, OR
AUM $64.8MTEAM 2REPS 2
Legacy Wealth Concepts
RIABaton Rouge, LA
AUM $64.8MTEAM 2REPS 3
Crossplan Money Management
RIASeminole, FL
AUM $64.8MTEAM 3REPS 1
Dominion Capital Wealth Advisors
RIANorfolk, VA
AUM $64.8MTEAM 2REPS 2
Limerick Financial Group, LLC
RIALimerick, PA
AUM $64.8MTEAM 3REPS 2
Strategic Financial, LLC
RIASouth Windsor, CT
AUM $64.7MTEAM 2REPS 2
RP Zeigler Investment Services
RIAPeoria, IL
AUM $64.7MTEAM 1REPS 1
Draxis Asset Management, LLC
RIAAUM $64.7MTEAM 1REPS 2
Focused Mission Financial
RIASan Diego, CA
AUM $64.7MTEAM 2REPS 1
Financial Solutions
RIAOnancock, VA
AUM $64.7MTEAM 1REPS 1
Integrity Wealth Advisors
RIAGranger, IN
AUM $64.7MTEAM 3REPS 3
Okeefe & Associates, P.C.
RIAOrland Park, IL
AUM $64.7MTEAM 1REPS 1
Empiric Advisors, Inc.
RIAAustin, TX
AUM $64.7MTEAM 3REPS 2
Momentum Wealth Management
RIAColumbus, GA
AUM $64.6MTEAM 3REPS 2
Texas Asset Management
RIALakeway, TX
AUM $64.6MTEAM 1REPS 3
Argus Wealth Management
RIAAustin, TX
AUM $64.6MTEAM 2REPS 2
Stratus Advisory Group, Inc.
RIAHighland, MI
AUM $64.6MTEAM 2REPS 3
Narrow Path Financial Inc.
RIAAUM $64.6MTEAM 1REPS 1
Peconic Asset Planning
RIARiverhead, NY
AUM $64.6MTEAM 2REPS 1
Other AUM ranges
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