RIAs: Under $100M AUM
12,990 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
The Private Client Advisory Group, LLC
RIAManasquan, NJ
AUM $57.9MTEAM 4REPS 4
Ultimate Retirement Products, Inc.
RIAAUM $57.9MTEAM 1REPS 1
FOY Financial Services, Inc.
RIAAUM $57.9MTEAM 1REPS 2
Red Hills Capital, LLC
RIATallahassee, FL
AUM $57.9MTEAM 3REPS 2
Sodium Advisors Inc.
RIASanta Clara, CA
AUM $57.9MTEAM 1REPS 1
Journey Financial Management, LLC
RIABowling Green, KY
AUM $57.9MTEAM 5REPS 4
LCI Advisors
RIAAUM $57.8MTEAM 3REPS 3
Retirement Solutions Investments, Inc.
RIAProvo, UT
AUM $57.8MTEAM 2REPS 2
Dyken Wealth Strategies, Inc.
RIAAUM $57.8MTEAM 1REPS 1
Wilson Investment Advisory Services, LLC
RIAAUM $57.8MTEAM 1REPS 1
Kailai Advisers Ltd.
RIALos Angeles, CA
AUM $57.8MTEAM 9REPS 5
EFC Wealth Management Firm LLC
RIALos Angeles, CA
AUM $57.7MTEAM 5REPS 3
30-40 Wealth Partners
RIAAUM $57.7MTEAM 3REPS 1
Steele Asset Management
RIAAUM $57.7MTEAM 1REPS 1
Amplify Endowment Management, LLC
RIAAUM $57.6MTEAM 1REPS 1
Retirement Income Advisory Group LLC
RIAWoodbridge, NJ
AUM $57.6MTEAM 1REPS 1
Williams Advisory Services, LLC
RIAWellesley, MA
AUM $57.6MTEAM 3REPS 1
Phillips Ray Capital Management, Inc.
RIAFort Worth, TX
AUM $57.6MTEAM 1REPS 1
One Hopper Asset Management
RIAUtica, NY
AUM $57.5MTEAM 3REPS 2
Globe & Anchor Wealth Management & Financial Planning, LLC
RIAWalnut Creek, CA
AUM $57.5MTEAM 1REPS 2
Matthews Advisors, LLC
RIAColorado Springs, CO
AUM $57.5MTEAM 1REPS 1
Houston Wealth Advisers, LLC
RIAHouston, TX
AUM $57.4MTEAM 1REPS 1
Princeton Value Partners LLC
RIANew York, NY
AUM $57.4MTEAM 2REPS 2
Firethorn Capital, LLC
RIAAUM $57.4MTEAM 2REPS 2
Other AUM ranges
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