RIAs: Under $100M AUM
12,932 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Legacy Advisory Group, Inc
RIASanta Ana, CA
AUM $53.2MTEAM 2REPS 3
YFP Wealth
RIANew Albany, OH
AUM $53.2MTEAM 7REPS 4
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
Alchemy Investment Management LLP
RIAGandhinagar Gujarat
AUM $53.1MTEAM 3REPS 2
South Lane Wealth Management LLC
RIAAUM $53.1MTEAM 1REPS 1
Capital Partners Wealth Management
RIAIssaquah, WA
AUM $53.1MTEAM 2REPS 1
Arrowstone Wealth, LLC
RIAAUM $53.1MTEAM 1REPS 1
Propel Financial Advisors, LLC
RIAAUM $53.1MTEAM 4REPS 4
Jordan Financial LLC
RIAAUM $53.1MTEAM 1REPS 1
Winvest Investments L.P.
RIAMontrose, CO
AUM $53.1MTEAM 2REPS 1
Academy Wealth Advisers, LLC
RIAAUM $53.1MTEAM 1REPS 2
Trinity Wealth Solutions LLC
RIASterling Heights, MI
AUM $53.1MTEAM 2REPS 2
Visdom Investment Group LLC
RIARye Brook, NY
AUM $53.1MTEAM 4REPS 2
Wisdom Investments
RIAHoffman Estates, IL
AUM $53.1MTEAM 2REPS 2
C1 Advisors LLC
RIAPalo Alto, CA
AUM $53.1MTEAM 4REPS 4
Heinekamp Financial Planning & Tax Service LLC
RIABrownsburg, IN
AUM $53MTEAM 6REPS 3
Star Financial Services
RIAAUM $53MTEAM 1REPS 1
Clark Wealth Strategies, Inc
RIAElkhorn, NE
AUM $53MTEAM 5REPS 4
Quraishi Wealth Management
RIAJonesboro, AR
AUM $53MTEAM 1REPS 1
Other AUM ranges
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