RIAs: Under $100M AUM
12,932 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Generations Wealth Design
RIATopeka, KS
AUM $52.3MTEAM 4REPS 2
Family Dynasty Advisors LLC
RIALubbock, TX
AUM $52.3MTEAM 3REPS 3
Excelsus Capital Management
RIAManhattan Beach, CA
AUM $52.3MTEAM 1REPS 1
Syntropy Wealth Management LLC
RIAAUM $52.3MTEAM 1REPS 1
Next Generation Wealth Planning, LLC
RIAForked River, NJ
AUM $52.2MTEAM 1REPS 1
Olympic Financial Advisors, LLC
RIAAUM $52.2MTEAM 1REPS 1
New Assets Investment Advisors LLC
RIAMilpitas, CA
AUM $52.2MTEAM 1REPS 1
Stockbridge Private Wealth Management, LLC
RIAAUM $52.2MTEAM 2REPS 2
True Horizon Wealth Advisors, LLC
RIAMalvern, PA
AUM $52.2MTEAM 1REPS 1
Richie Capital Group
RIAAustin, TX
AUM $52.1MTEAM 2REPS 1
Professional Retirement Strategies LLC
RIAOmaha, NE
AUM $52.1MTEAM 2REPS 2
D&S Wealth Management Group
RIAAUM $52.1MTEAM 2REPS 2
Porter Kickham
RIAEllisville, MO
AUM $52.1MTEAM 3REPS 1
Dhruva Funds, LLC
RIAAUM $52.1MTEAM 1REPS 1
Jurick Financial Services
RIAParkland, FL
AUM $52.1MTEAM 1REPS 1
Stubbs Investments, LLC
RIAAUM $52.1MTEAM 1REPS 1
Bultman Investment Management, Inc.
RIABrookfield, WI
AUM $52MTEAM 1REPS 1
Goldfarb Wealth Advisors
RIAAUM $52MTEAM 1REPS 1
Rushwald, Mark Steven
RIAAUM $52MTEAM 1REPS 1
Capital Management Advisors Inc
RIAMarietta, GA
AUM $52MTEAM 4REPS 2
Templeman Wealth Management Inc.
RIARancho Santa Margarita, CA
AUM $52MTEAM 2REPS 1
Houlihan Asset Management LLC
RIAFort Wayne, IN
AUM $52MTEAM 1REPS 3
Digiorgio Capital Management, Inc.
RIAWhite Oak, PA
AUM $52MTEAM 1REPS 1
Estate Planners Of New England, LLC
RIAPortsmouth, NH
AUM $52MTEAM 2REPS 2
Other AUM ranges
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