RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Bolt Wealth Management LLC
RIAAUM $53.4MTEAM 4REPS 4
Schmerge Executive Planning Services, Inc.
RIACincinnati, OH
AUM $53.4MTEAM 1REPS 1
Dunvegan Associates Inc
RIASanta Barbara, CA
AUM $53.4MTEAM 2REPS 2
The Wolter Group, Inc.
RIALivonia, MI
AUM $53.4MTEAM 3REPS 2
Synergy Investment Group, LLC
RIAKannapolis, NC
AUM $53.3MTEAM 5REPS 4
Riverland Wealth Management
RIAAUM $53.3MTEAM 3REPS 2
Disciplined Money, LLC
RIAPhoenix, AZ
AUM $53.3MTEAM 1REPS 1
Ok401k, Inc.
RIAOklahoma City, OK
AUM $53.3MTEAM 1REPS 1
Spectrum Wealth Advisors, LLC
RIAColumbia, SC
AUM $53.3MTEAM 1REPS 2
Oakley Financial LLC
RIAAUM $53.3MTEAM 1REPS 1
Double Springs Capital LLC
RIASanta Barbara, CA
AUM $53.3MTEAM 1REPS 1
Mountain Vista Wealth Management
RIAAUM $53.3MTEAM 2REPS 2
Sedg Financial Services Corp.
RIADavie, FL
AUM $53.3MTEAM 2REPS 1
Round Table Investment Management, LLC
RIAWest Lebanon, NH
AUM $53.3MTEAM 1REPS 1
Thornton Financial Management and Services
RIAHouston, TX
AUM $53.3MTEAM 2REPS 2
Elevation Wealth Partners, LLC
RIAAUM $53.3MTEAM 2REPS 2
Legacy Advisory Group, Inc
RIASanta Ana, CA
AUM $53.2MTEAM 2REPS 2
YFP Wealth
RIANew Albany, OH
AUM $53.2MTEAM 7REPS 5
Arnold Insurance & Financial Services, LLC
RIACocoa, FL
AUM $53.2MTEAM 1REPS 2
Endeavor Financial Planning
RIASacramento, CA
AUM $53.2MTEAM 1REPS 1
Kirkwood Private, LLC
RIAAUM $53.2MTEAM 1REPS 1
Fortuna Asset Management LLC
RIAIrvine, CA
AUM $53.2MTEAM 1REPS 1
Pembroke Asset Advisors, LLC
RIAAUM $53.1MTEAM 2REPS 1
Penn Advisory Group Inc.
RIAMount Vernon, IA
AUM $53.1MTEAM 2REPS 2
Other AUM ranges
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