RIAs: Under $100M AUM
12,932 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Solstice Wealth
RIAAustin, TX
AUM $53MTEAM 3REPS 2
Crawford Wealth Management
RIAAUM $53MTEAM 1REPS 1
Blacklines Financial
RIALos Angeles, CA
AUM $53MTEAM 3REPS 3
Konnect Health And Wealth
RIAAUM $53MTEAM 1REPS 1
Integrated Wealth Solutions, LLC
RIAYork, PA
AUM $52.9MTEAM 8REPS 8
Harwood Private Equity LLP
RIALondon
AUM $52.9MTEAM 8REPS 6
One Xvi Wealth
RIASouthlake, TX
AUM $52.9MTEAM 1REPS 1
SKY Vision Wealth Management Corp.
RIAIrvine, CA
AUM $52.8MTEAM 2REPS 3
KBR Retirement & Investment Solutions
RIALondonderry, NH
AUM $52.8MTEAM 1REPS 1
Fairview Financial LLC
RIAAUM $52.8MTEAM 1REPS 1
Walden Financial
RIAGranville, OH
AUM $52.8MTEAM 3REPS 1
Wilshire-Pennington Group, Inc.
RIANichols Hills, OK
AUM $52.8MTEAM 2REPS 2
Pacific Capital Works, Inc.
RIAPortland, OR
AUM $52.8MTEAM 1REPS 1
Financial Guidance Investment Advisers, Inc.
RIAOlmsted Falls, OH
AUM $52.8MTEAM 1REPS 1
Meritage Wealth Advisory, LLC
RIAAUM $52.8MTEAM 1REPS 1
KB & Partners Management Co LLC
RIANew York, NY
AUM $52.8MTEAM 6REPS 2
Royale Asset Management LLC
RIAAUM $52.7MTEAM 1REPS 1
Virtua Capital Management, LLC
RIAScottsdale, AZ
AUM $52.7MTEAM 3REPS 2
Alta Strada Wealth Management
RIAAUM $52.7MTEAM 2REPS 2
Blue Marlin Holdco LLC
RIABethesda, MD
AUM $52.7MTEAM 13REPS 2
Boyd Investment Services
RIAHenderson, NV
AUM $52.6MTEAM 1REPS 1
Arena Wealth Advisors LLC
RIAJeffersonville, IN
AUM $52.6MTEAM 1REPS 1
Qubera Wealth Management
RIAPasadena, CA
AUM $52.6MTEAM 1REPS 1
Sahara Investment Group
RIALas Vegas, NV
AUM $52.6MTEAM 14REPS 4
Other AUM ranges
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