RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Freeman Wealth Management
RIADallas, TX
AUM $52MTEAM 3REPS 1
Liriano Wealth Advisory Group, LLC
RIANewton Center, MA
AUM $52MTEAM 1REPS 1
Diamond Head Financial Advisors LLC
RIAAUM $52MTEAM 3REPS 1
CN Wealth Management, LLC
RIAAlpharetta, GA
AUM $52MTEAM 1REPS 1
46 and 2 Investment Advisors, LLC
RIAAUM $52MTEAM 1REPS 1
Universal Value Advisors
RIAReno, NV
AUM $51.9MTEAM 5REPS 2
VZD Capital Management LLC
RIAAUM $51.9MTEAM 2REPS 1
Susko Wealth Advisors
RIANaples, FL
AUM $51.9MTEAM 1REPS 1
CIC Investment Consultants, LLC
RIAGlenwood, AR
AUM $51.9MTEAM 2REPS 1
Weeks Financial Services, LLC
RIAErdenheim, PA
AUM $51.9MTEAM 1REPS 1
42 Am, LLC
RIANew York, NY
AUM $51.9MTEAM 5REPS 2
Main Street Management Company
RIAAquebogue, NY
AUM $51.8MTEAM 2REPS 2
Trillium Square Advisors LLC
RIAAUM $51.8MTEAM 4REPS 2
Acasta Partners UK LLP
RIALondon
AUM $51.8MTEAM 33REPS 4
Oberweis Asset Management (Hong Kong) Limited
RIACentral
AUM $51.8MTEAM 2REPS 3
9i Capital Group LLC
RIAAUM $51.7MTEAM 3REPS 3
Alpine Asset Management
RIAZephyr Cove, NV
AUM $51.7MTEAM 1REPS 1
Stash Wealth, LLC
RIANew York, NY
AUM $51.7MTEAM 3REPS 3
Harmoney Wealth, Pllc
RIAAUM $51.7MTEAM 2REPS 1
Sonoran Capital Management, LLC
RIAAUM $51.7MTEAM 1REPS 2
Convey Wealth LLC
RIABurbank, CA
AUM $51.7MREPS 1
Eureka Financial Planners, LLC
RIAAUM $51.7MTEAM 1REPS 1
Rocco R. Santomenno
RIAAUM $51.7MTEAM 1REPS 1
Sapphire Wealth Consulting, Inc.
RIAPonte Vedra, FL
AUM $51.6MTEAM 1REPS 1
Other AUM ranges
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