RIAs: Under $100M AUM
12,931 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Bondwire
RIAWeston, FL
AUM $48.9MTEAM 16REPS 2
Eagle Rock Financial Advisers, Ltd.
RIALancaster, PA
AUM $48.9MTEAM 2REPS 1
August Wealth Group, Inc.
RIAAUM $48.9MTEAM 2REPS 3
Scott Capital Partners
RIADarien, CT
AUM $48.9MTEAM 3REPS 3
Kessler Planning Group
RIABolivar, TN
AUM $48.9MTEAM 1REPS 1
DB Advisors
RIASpringfield, MO
AUM $48.9MTEAM 4REPS 4
Webull Advisors LLC
RIASt Petersburg, FL
AUM $48.9MTEAM 16REPS 13
Alexander Beard (USA) Inc.
RIAEllesmere Port Cheshire
AUM $48.9MTEAM 3REPS 3
Balanced Plan Financial Investment Advisors, Inc.
RIAAUM $48.8MTEAM 3REPS 3
Cleveland Retirement Planning LLC
RIAWestlake, OH
AUM $48.8MTEAM 1REPS 1
Holistic Asset Management, LLC
RIAMiami, FL
AUM $48.8MTEAM 6REPS 5
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
The Knowles Company, LLC
RIAAUM $48.7MTEAM 1REPS 2
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
Other AUM ranges
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