RIAs: Under $100M AUM
12,932 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Life Wise Planning Group LLC
RIAScottsdale, AZ
AUM $55MTEAM 2REPS 3
Palmetto Coast Advisors, Inc.
RIAMount Pleasant, SC
AUM $54.9MTEAM 2REPS 1
Harvester Wealth, LLC
RIADallas, TX
AUM $54.9MTEAM 3REPS 3
Bond Financial Group, Inc.
RIAEast Longmeadow, MA
AUM $54.9MTEAM 5REPS 2
Performance Investment Group
RIAHouston, TX
AUM $54.9MTEAM 1REPS 2
Tennessee Wealth Management
RIAAUM $54.9MTEAM 1REPS 1
All-Pro Advisors LLC
RIAAUM $54.9MTEAM 2REPS 1
KMI Wealth Advisors
RIAReno, NV
AUM $54.9MTEAM 1REPS 2
Twin Lights Capital Management LLC
RIABeverly, MA
AUM $54.9MTEAM 1REPS 1
Poplar Global Wealth Management LLC
RIADaly City, CA
AUM $54.8MTEAM 1REPS 1
Hartwell & Company
RIASaint Joseph, MI
AUM $54.8MTEAM 3REPS 3
Conkin Financial Group, Inc.
RIAEdmond, OK
AUM $54.8MTEAM 1REPS 1
Alpha Strategies Corporation
RIAAUM $54.8MTEAM 1REPS 1
Capital Resources And Insurance, Inc
RIAHuntington Beach, CA
AUM $54.8MTEAM 2REPS 1
Bugdal Zinsser Asset Management, Inc.
RIAAUM $54.8MTEAM 2REPS 2
Honor Wealth Management, LLC
RIATomball, TX
AUM $54.8MTEAM 2REPS 1
S.H. Capital Management Corp.
RIABoca Raton, FL
AUM $54.8MTEAM 1REPS 1
Ocean Advisors, LLC
RIACharlotte, NC
AUM $54.8MTEAM 1REPS 1
Kdhb V Capital Management, LLC
RIAAtlanta, GA
AUM $54.8MTEAM 1REPS 1
Stinson Capital Management, LLC
RIAAUM $54.8MTEAM 3REPS 1
Murray Street Capital Advisors, LLC
RIAFort Lauderdale, FL
AUM $54.7MTEAM 1REPS 1
Brightstone Advisors LLP
RIAFishers, IN
AUM $54.7MTEAM 3REPS 3
Lincolnbridge Financial Planning, LLC
RIAOglesby, IL
AUM $54.7MTEAM 3REPS 3
Canyon Creek Investment Advisors
RIAAUM $54.7MTEAM 2REPS 2
Other AUM ranges
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