RIAs: Under $100M AUM

12,992 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Fairway Asset Management, Inc.

RIA

San Ramon, CA

AUM $60.1MTEAM 1REPS 1

R & R Financial Planners, Inc.

RIA

East Meadow, NY

AUM $60.1MTEAM 3REPS 6

Triathlon Partners LLC

RIA

AUM $60.1MTEAM 1REPS 1

Van Nostrand Wealth Management LLC

RIA

San Diego, CA

AUM $60.1MTEAM 3REPS 3

Wealth Ambassadors, LLC

RIA

Lake St Louis, MO

AUM $60.1MTEAM 1REPS 1

Halo Investment Services, LLC

RIA

Manhasset, NY

AUM $60MTEAM 24REPS 22

Retire Right Wealth Management

RIA

Mason, OH

AUM $60MTEAM 5REPS 1

VIP Financial Associates

RIA

Woodbury, MN

AUM $60MTEAM 1REPS 1

Canon Asset Management Advisory, LLC

RIA

Paradise Valley, AZ

AUM $60MTEAM 1REPS 1

Mustang Capital Management, LLC

RIA

AUM $60MTEAM 1REPS 1

MD Wealth Partners, Inc

RIA

Westlake Village, CA

AUM $60MTEAM 2REPS 2

Vaughn Investment Advisors Inc

RIA

Tustin, CA

AUM $60MTEAM 2REPS 2

Hunter Capital Management Inc.

RIA

AUM $60MTEAM 1REPS 1

Crinite Financial Strategies

RIA

Las Vegas, NV

AUM $60MTEAM 1REPS 1

The Viable Group, Inc.

RIA

San Antonio, TX

AUM $60MTEAM 6REPS 5

S Squared Retirement Solutions LLC

RIA

Montville, NJ

AUM $60MTEAM 2REPS 2

Four Peaks Planning And Investments LLC

RIA

Gilbert, AZ

AUM $60MTEAM 1REPS 1

Rooks Wealth Advisors, LLC

RIA

Chattanooga, TN

AUM $60MTEAM 2REPS 2

Embarcadero Capital Advisors, Inc.

RIA

Laguna Hills, CA

AUM $60MTEAM 2REPS 2

Barzideh & Nadeau Wealth Management LLC

RIA

Barrington, IL

AUM $60MTEAM 3REPS 2

Hamrick Financial, LLC

RIA

AUM $60MTEAM 1REPS 1

Wesling Financial Planning Services Corp.

RIA

Alexandria, VA

AUM $60MTEAM 2REPS 1

Dominion Wealth Management, LLC

RIA

Wilmington, NC

AUM $60MTEAM 3REPS 5

Montebello Avenue

RIA

Phoenix, AZ

AUM $60MTEAM 1REPS 1

Other AUM ranges

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