RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Lasting Legacy Wealth Management, LLC
RIAAlexandria, VA
AUM $59.3MTEAM 2REPS 1
Axion Wealth Advisors
RIASan Diego, CA
AUM $59.3MTEAM 3REPS 4
Mckelvey Wealth Management, LLC
RIATigard, OR
AUM $59.3MTEAM 1REPS 1
Beyond Financial Planning, LLC
RIABethesda, MD
AUM $59.3MTEAM 1REPS 1
Munakata Associates LLC
RIAAUM $59.2MTEAM 1REPS 1
Larson Wealth Management, LLC
RIAWest Bend, WI
AUM $59.2MTEAM 1REPS 1
Solic Capital Management, LLC
RIAWellington, FL
AUM $59.2MTEAM 4REPS 5
AWM Global Advisors
RIASan Diego, CA
AUM $59.2MTEAM 4REPS 1
Clearview Investments, LLC
RIAJenison, MI
AUM $59.1MTEAM 5REPS 5
Powers Capital Management, LLC
RIAColumbus, OH
AUM $59.1MTEAM 2REPS 2
Fourthpoint Advisors
RIAAUM $59.1MTEAM 1REPS 1
Guidance Wealth Advisors LLC
RIALebanon, NJ
AUM $59.1MTEAM 4REPS 2
Miller Asset Solutions LLC
RIAAUM $59.1MTEAM 1REPS 1
Krehbiel Financial LLC
RIASatellite Beach, FL
AUM $59.1MTEAM 2REPS 2
Rossi Financial Associates, Inc.
RIAMonroeville, PA
AUM $59.1MTEAM 1REPS 1
Eldon Reese Advisory Group
RIABeaverton, OR
AUM $59.1MTEAM 6REPS 3
Pathway Financial Services, LLC
RIALos Angeles, CA
AUM $59.1MTEAM 1REPS 1
Momentum Financial and Insurance Services LLC
RIAAUM $59.1MTEAM 1REPS 1
Hillebrand Financial Planning LLC
RIAAUM $59.1MTEAM 1REPS 1
TIP Group LLC
RIAHouston, TX
AUM $59MTEAM 12REPS 13
Equal Voices Wealth LLC
RIAMinneapolis, MN
AUM $59MTEAM 3REPS 3
Heartland Wealth Strategies LLC
RIAManhattan, KS
AUM $59MTEAM 1REPS 1
Caviness Wealth Management, LLC
RIADallas, TX
AUM $59MTEAM 1REPS 1
Swiss Finance Management International SA
RIAGeneva
AUM $59MTEAM 8REPS 1
Other AUM ranges
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