RIAs: Under $100M AUM
12,992 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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 22REPS 16
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
Olesky Capital Management, LLC
RIAAUM $63.7MTEAM 1REPS 1
Quality Asset Management, LLC
RIAAUM $63.7MTEAM 1REPS 1
MOK Capital Management
RIALos Altos, CA
AUM $63.6MTEAM 3REPS 3
Birch Street Financial Advisors
RIAAUM $63.6MTEAM 1REPS 1
Clearpath Wealth Management, L.C.
RIAOverland Park, KS
AUM $63.6MTEAM 4REPS 4
Bridgeriver Advisors LLC
RIABloomfield Hills, MI
AUM $63.6MTEAM 2REPS 1
Crown Private Wealth, LLC
RIAMooresville, NC
AUM $63.6MTEAM 3REPS 2
Stonehenge Private Client Group, LLC
RIAAUM $63.6MTEAM 1REPS 1
Sloan Advisory Group, Inc.
RIAGlens Falls, NY
AUM $63.6MTEAM 1REPS 1
Westcott Investment Advisors LLC
RIADanielson, CT
AUM $63.6MTEAM 1REPS 1
Longhorn Capital Partners, L.P.
RIAFort Worth, TX
AUM $63.6MTEAM 2REPS 1
East Horizon Investments
RIACambridge, MA
AUM $63.5MTEAM 2REPS 2
Strong Bridge Advisors LLC
RIASan Francisco, CA
AUM $63.5MTEAM 5REPS 3
Other AUM ranges
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