RIAs: Under $100M AUM
12,931 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Contemporary Financial Planning
RIAJacksonville, FL
AUM $48MTEAM 1REPS 1
Brascia Investment Management, Inc.
RIAAUM $48MTEAM 1REPS 1
Gillespie Wealth Management Inc
RIAAUM $48MTEAM 1REPS 1
Main Street Advisors LLC
RIAPineville, LA
AUM $48MTEAM 2REPS 2
Forest Park Capital LLC
RIASaint Charles, MO
AUM $48MTEAM 3REPS 3
Long Game Financial, LLC
RIAAUM $48MTEAM 1REPS 1
CNL Residential Credit Manager
RIAOrlando, FL
AUM $48MTEAM 5REPS 4
Barrett Capital Management,LLC
RIANorth Chesterfield, VA
AUM $48MTEAM 5REPS 5
DW Financial Inc
RIAAnaheim, CA
AUM $48MTEAM 3REPS 4
Retirement Plan Advisors Ltd
RIAMontgomery, OH
AUM $48MTEAM 2REPS 2
Apis Wealth, LLC
RIAAUM $47.9MTEAM 1REPS 1
Dreyfuss Capital Management LLC
RIAJackson, WY
AUM $47.9MTEAM 1REPS 1
Ladewig Investment Management, LLC
RIAAUM $47.9MTEAM 1REPS 1
Worthen Financial Advisors
RIAFriendswood, TX
AUM $47.9MTEAM 1REPS 1
The Hatlestad Group
RIAEdina, MN
AUM $47.9MTEAM 1REPS 1
Brightpath Financial, Inc.
RIAAUM $47.9MTEAM 1REPS 1
Dubeau Capital USA Inc.
RIAQuebec City Quebec
AUM $47.9MTEAM 6REPS 2
Pariveda Investment Management
RIAMountain View, CA
AUM $47.9MTEAM 2REPS 2
Servant Wealth Management LLC
RIAMemphis, TN
AUM $47.9MTEAM 4REPS 1
Stoney Creek Advisors LLC
RIARochester Hills, MI
AUM $47.9MTEAM 4REPS 5
Sanskar Advisors, Inc.
RIANyack, NY
AUM $47.9MTEAM 1REPS 1
RJR Financial Services
RIANewport Beach, CA
AUM $47.9MTEAM 1REPS 1
CM Financial Advisors, LLC
RIARocky Hill, CT
AUM $47.9MTEAM 2REPS 2
Apex Fiduciary Advisors LLC
RIAMiddleton, WI
AUM $47.8MTEAM 2REPS 2
Other AUM ranges
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