RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Cavalot Capital
RIAIncline Village, NV
AUM $64.1MTEAM 2REPS 2
Kenai Investments, Inc.
RIAAmarillo, TX
AUM $64MTEAM 1REPS 1
Plan & Act
RIAAUM $64MTEAM 4REPS 3
Wealth Management Partners LLC
RIAAUM $64MREPS 1
Morgan Financial Incorporated
RIAOley, PA
AUM $64MTEAM 5REPS 1
Saint Joseph Advisors LLC
RIAMiami, FL
AUM $64MTEAM 3REPS 3
BWS Investment Management, LLC
RIAHouston, TX
AUM $64MTEAM 5REPS 2
Pro Capital LLC
RIASouthlake, TX
AUM $64MTEAM 3REPS 3
Lakeside Financial Planning, LLC
RIAAUM $64MTEAM 1REPS 1
Nash-Hasty Private Wealth Management
RIAPeoria, IL
AUM $64MTEAM 1REPS 1
Hyperion Wealth Management, LLC
RIAMaitland, FL
AUM $64MTEAM 2REPS 2
Landing Financial Group, Inc.
RIANorth Palm Beach, FL
AUM $64MTEAM 5REPS 4
Convexity Wealth Management, LLC
RIASeattle, WA
AUM $63.9MTEAM 2REPS 2
Mcgovern Financial Planning, LLC
RIANorth Arlington, NJ
AUM $63.9MTEAM 3REPS 1
Crosswalk Investment Advisory, Inc.
RIAStrasburg, PA
AUM $63.9MTEAM 2REPS 2
Scenic Wealth Management, LLC
RIAAUM $63.9MTEAM 1REPS 1
OTG Asset Management, Ltd.
RIALa Paz
AUM $63.8MTEAM 4REPS 2
Advanta Wealth Management
RIALynchburg, VA
AUM $63.8MTEAM 3REPS 2
Vermilion Asset Management, LLC
RIALafayette, LA
AUM $63.7MTEAM 1REPS 1
Money Advisors, Inc. Dba Century Investment Planning
RIAAugusta, GA
AUM $63.7MTEAM 3REPS 5
SLP Wealth
RIADurham, NC
AUM $63.7MTEAM 21REPS 15
Mccollum Investment Advisors
RIADayton, OH
AUM $63.7MTEAM 2REPS 1
Prevail Financial Partners, LLC
RIABayport, MN
AUM $63.7MTEAM 1REPS 1
Silverlight Asset Management, LLC
RIANewport Beach, CA
AUM $63.7MTEAM 4REPS 4
Other AUM ranges
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