RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Caviness Wealth Management, LLC
RIADallas, TX
AUM $59MTEAM 1REPS 1
Swiss Finance Management International SA
RIAGeneva
AUM $59MTEAM 8REPS 1
New Century Partners-The No-Load Group, Inc.
RIAFort Worth, TX
AUM $59MTEAM 3REPS 3
Lewis And Associates Capital Advisors, LLC
RIAHolly Springs, NC
AUM $59MTEAM 1REPS 1
Riwm, LLC
RIACoral Gables, FL
AUM $59MTEAM 3REPS 3
Hallgren Financial LLC
RIAAUM $59MTEAM 1REPS 1
Peaks Investment Management
RIACheyenne, WY
AUM $59MTEAM 2REPS 2
Palmer Jones & Associates, Inc.
RIAAUM $59MTEAM 2REPS 2
QTS Retirement Services LLC
RIALas Vegas, NV
AUM $59MTEAM 1REPS 1
Newpark Wealth Management
RIAPark City, UT
AUM $59MTEAM 1REPS 1
Revolution Wealth, LLC
RIAChantilly, VA
AUM $59MTEAM 3REPS 3
Ridgeline Asset Management, LLC
RIAAUM $59MTEAM 2REPS 1
Wilson Wealth Stewardship
RIAMacon, GA
AUM $58.9MTEAM 4REPS 2
Axiom Private Wealth, LLC
RIACharlotte, NC
AUM $58.9MTEAM 2REPS 2
TIM Crawford Cpa
RIABridgeport, MI
AUM $58.9MTEAM 1REPS 1
Arrow Investment Management LLC
RIAOklahoma City, OK
AUM $58.9MTEAM 1REPS 1
Mcbee Advisors, Inc.
RIAGlendale, AZ
AUM $58.9MTEAM 1REPS 1
Rockdale Financial Services, Inc.
RIAEatontown, NJ
AUM $58.9MTEAM 5REPS 3
Legacy & Wealth Financial Advisors
RIAIrvine, CA
AUM $58.8MTEAM 1REPS 1
Alpha Wealth Management, LLC
RIAHemet, CA
AUM $58.8MTEAM 1REPS 1
Johnson Capital Advisory, LLC
RIAMilford, OH
AUM $58.8MTEAM 1REPS 1
Ardent Capital
RIAMountain View, CA
AUM $58.8MTEAM 1REPS 1
Grow Rasmussen Consulting LLC
RIABoise, ID
AUM $58.7MTEAM 4REPS 5
Elevation Financial Partners, LLC
RIAWesterville, OH
AUM $58.7MTEAM 3REPS 3
Other AUM ranges
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