RIAs: Under $100M AUM
12,992 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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
New Legacy Financial Group, LLC
RIASmithville, OH
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
Kenai Investments, Inc.
RIAAmarillo, TX
AUM $62.4MTEAM 1REPS 1
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
Other AUM ranges
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