RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Bright Asset Management
RIAAUM $62.8MTEAM 1REPS 1
I-Squared Wealth Management, Inc.
RIATotowa, NJ
AUM $62.8MTEAM 1REPS 1
Vantage Wealth Management LLC
RIACorvallis, OR
AUM $62.8MTEAM 5REPS 2
Ancap Financial
RIAAUM $62.8MTEAM 2REPS 3
The Capital Group
RIAWarwick, RI
AUM $62.8MTEAM 1REPS 1
IQ Trends Private Client Asset Management
RIASan Juan Capastrano, CA
AUM $62.8MTEAM 1REPS 1
Birch Elliott Financial, LLC
RIAAUM $62.7MTEAM 1REPS 1
Harlan Financial LLC
RIAAUM $62.7MTEAM 1REPS 1
Cornerstone Investment Advisors, Inc.
RIAAUM $62.7MTEAM 1REPS 1
Lisch Investment Management LLC
RIAAUM $62.7MTEAM 2REPS 2
Kademian Financial Group Inc
RIAMilwaukee, WI
AUM $62.7MTEAM 1REPS 1
Provident Living Advisors LLC
RIASilverdale, WA
AUM $62.7MTEAM 1REPS 1
Surety Investment Services
RIALos Angeles, CA
AUM $62.7MTEAM 4REPS 2
Integrated Wealth Management, LLC
RIAPortsmouth, NH
AUM $62.6MTEAM 3REPS 1
Advisor Financial Services, Inc.
RIAChatham, NY
AUM $62.6MTEAM 2REPS 1
BBK Wealth LLC
RIAFishers, IN
AUM $62.6MTEAM 2REPS 2
Optimized Capital LLC
RIAAUM $62.6MTEAM 2REPS 2
Oak Capital Advisors, LLC
RIAAUM $62.6MTEAM 1REPS 1
Leslie Marie Giordano
RIAGarden City, NY
AUM $62.6MTEAM 1REPS 1
Bf/Anderson
RIABaton Rouge, LA
AUM $62.6MTEAM 3REPS 4
Pathway Advisors, LLC
RIAFallbrook, CA
AUM $62.5MTEAM 4REPS 4
Mountain View Strategic Wealth, LLC
RIAHopewell Junction, NY
AUM $62.5MTEAM 2REPS 1
Cornerstone Investment Services
RIAProvidence, RI
AUM $62.5MTEAM 3REPS 4
Evergreen Wealth Management
RIABoston, MA
AUM $62.5MTEAM 1REPS 1
Other AUM ranges
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