RIAs: Under $100M AUM
12,868 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Orderly Finance
RIAWalnut Creek, CA
AUM $93.2MTEAM 1REPS 1
First Associated Investment Advisors, Inc.
RIAHermantown, MN
AUM $93.1MTEAM 4REPS 3
B & B Financial Planning Co, Inc.
RIAO Fallon, MO
AUM $93.1MTEAM 3REPS 3
Ironwood Wealth Advisors, LLC
RIAScottsdale, AZ
AUM $93.1MTEAM 1REPS 1
LEH II Management LLC
RIAEnglewood, CO
AUM $93.1MTEAM 12REPS 6
Stewardship Wealth Advisors
RIAPhoenix, AZ
AUM $93.1MTEAM 1REPS 1
Wealthspan Investment Management, LLC
RIAGrand Rapids, MI
AUM $93.1MTEAM 5REPS 6
Argenta Wealth Management
RIANorth Little Rock, AR
AUM $93MTEAM 3REPS 2
Thinking Big Financial
RIABrooklyn, NY
AUM $93MTEAM 2REPS 2
Sapling Wealth Management
RIASeattle, WA
AUM $93MTEAM 2REPS 1
Oppenheimer + Close, LLC
RIANew York, NY
AUM $93MTEAM 5REPS 6
Cade Group, Inc.
RIACarmel, IN
AUM $93MTEAM 2REPS 1
Peak Financial Planning
RIACanoga Park, CA
AUM $93MTEAM 8REPS 7
Conrad A. May, Cpa, P.C.
RIAAUM $92.9MTEAM 1REPS 1
Clary Financial, Inc
RIASouth Easton, MA
AUM $92.9MTEAM 1REPS 2
Stages Planning Group, LLC
RIAVirginia Beach, VA
AUM $92.9MTEAM 1REPS 1
Community Financial Group, Inc.
RIAMarlborough, MA
AUM $92.9MTEAM 4REPS 2
Carney Portfolio Management Inc.
RIACosta Mesa, CA
AUM $92.8MTEAM 1REPS 1
Analog Capital Partners LLC
RIAHouston, TX
AUM $92.8MTEAM 5REPS 7
Pankonin Financial Group
RIABelle Plaine, MN
AUM $92.7MTEAM 3REPS 2
TRU Independence Asset Management 2, LLC
RIAPortland, OR
AUM $92.7MTEAM 17REPS 7
Bogue Asset Management LLC
RIAAUM $92.7MTEAM 1REPS 1
3roots Wealth Partners LLC
RIAScottsdale, AZ
AUM $92.6MTEAM 3REPS 3
Alikos Wealth Management, LLC
RIABethesda, MD
AUM $92.6MTEAM 2REPS 2
Other AUM ranges
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