RIAs: Under $100M AUM
12,864 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Belle River Capital Management LLC
RIAAUM $48.8MTEAM 1REPS 1
Veracity Wealth Management LLC
RIAOakbrook Terrace, IL
AUM $48.8MTEAM 1REPS 1
Advanced Planning, Inc.
RIAGreenville, SC
AUM $48.8MTEAM 4REPS 2
Greenrock Advisory LLC
RIAAUM $48.8MTEAM 1REPS 1
To Wealth, LLC
RIAAUM $48.8MTEAM 1REPS 1
Hudson Companies
RIAPearl River, NY
AUM $48.8MTEAM 1REPS 1
Montana Investment Advisors Inc
RIAAUM $48.7MTEAM 1REPS 2
Julie A. Wurst, Cfp, LLC
RIAAUM $48.7MTEAM 1REPS 1
Saratoga Investment Solutions Inc.
RIASaratoga Springs, NY
AUM $48.7MTEAM 1REPS 1
KPC Terrapin Group LLC
RIANew York, NY
AUM $48.7MTEAM 1REPS 1
Peters Wealth Group
RIAWesterville, OH
AUM $48.7MTEAM 2REPS 2
Key Wealth Management, Inc.
RIAWexford, PA
AUM $48.6MTEAM 1REPS 1
CDS James Investments, LLC
RIANew Orleans, LA
AUM $48.6MTEAM 1REPS 1
Gardiner Investment Group, Inc.
RIAAUM $48.6MTEAM 1REPS 1
Rise Investment Management, LLC
RIAChicago, IL
AUM $48.6MTEAM 2REPS 2
Lodestar Financial Management, LLC
RIAAUM $48.6MTEAM 1REPS 1
HFG Advisors Inc.
RIAKalamazoo, MI
AUM $48.6MTEAM 5REPS 2
Swarthmore Asset Management Ltd
RIANew York, NY
AUM $48.6MTEAM 2REPS 1
Satva Advisors LLC
RIAAUM $48.6MTEAM 2REPS 2
Apogee Financial Services Group, Inc.
RIAMoorestown, NJ
AUM $48.5MTEAM 3REPS 3
8020 Capital LLC
RIAAUM $48.5MTEAM 1REPS 1
Global Wealth Management, Inc.
RIAAUM $48.5MTEAM 2REPS 2
Hamilton Advisors Inc
RIAAUM $48.5MTEAM 2REPS 2
Marathon Financial Strategies
RIAAUM $48.5MTEAM 1REPS 1
Other AUM ranges
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