RIAs: Under $100M AUM
12,868 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Cornerstone Investment Services
RIAProvidence, RI
AUM $62.5MTEAM 3REPS 4
Evergreen Wealth Management
RIABoston, MA
AUM $62.5MTEAM 1REPS 1
R. Kent Harris and Associates, Ltd.
RIAGreenwood Village, CO
AUM $62.5MTEAM 1REPS 1
Mette Associates, LLC
RIATempe, AZ
AUM $62.5MTEAM 5REPS 3
Infinity Wealth Management, Inc.
RIADenver, CO
AUM $62.5MTEAM 3REPS 3
Pwjohnson Wealth & Legacy, LLC
RIALos Altos, CA
AUM $62.5MTEAM 3REPS 2
Raaf Investment Advisors, LLC
RIAPortland, OR
AUM $62.5MTEAM 2REPS 1
Infresh, Inc.
RIAFindlay, OH
AUM $62.4MTEAM 2REPS 1
AMY T. Sharp, Cfp, LLC
RIAAUM $62.4MTEAM 1REPS 1
Hachiko Financial USA Corp.
RIACoral Gables, FL
AUM $62.4MTEAM 2REPS 2
Northstar Financial Advisors LLC
RIAAUM $62.4MTEAM 1REPS 1
Henington Group Ria LLC
RIAAUM $62.4MTEAM 1REPS 1
Clover Partners, L.P.
RIAAUM $62.4MTEAM 2REPS 2
Sanders Retirement Planning LLC
RIAOmaha, NE
AUM $62.3MTEAM 2REPS 2
Truehaven Capital
RIAFranklin, TN
AUM $62.3MTEAM 2REPS 2
B Side Partners, LLC
RIASouthport, CT
AUM $62.3MTEAM 3REPS 3
Strategic Advisors of Illinois
RIANorthbrook, IL
AUM $62.3MTEAM 1REPS 1
Pottle Financial Services, Inc
RIAPinehurst, NC
AUM $62.3MTEAM 1REPS 1
Bufferlabs
RIAHenderson, NV
AUM $62.3MTEAM 3REPS 4
Asset Protection Group
RIASunrise, FL
AUM $62.2MTEAM 5REPS 2
Alchemy Wealth Management
RIAAUM $62.2MTEAM 1REPS 1
Rincon Wealth Management
RIALakeway, TX
AUM $62.2MTEAM 1REPS 1
USA Mutuals Advisors, Inc.
RIAConcord, MA
AUM $62.2MTEAM 2REPS 3
Birch Wealth Management
RIARome, NY
AUM $62.1MTEAM 3REPS 2
Other AUM ranges
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