RIAs: Under $100M AUM
12,931 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Chisholm Financial Planning & Investments
RIAAUM $47MTEAM 1REPS 1
Guardian Rock Wealth Investment Management, Inc.
RIALisle, IL
AUM $47MTEAM 3REPS 3
Equity Planning Group, Inc.
RIAWest Bloomfield, MI
AUM $46.9MTEAM 1REPS 2
Forma Financial Planning
RIAAUM $46.9MTEAM 2REPS 1
Ascent Financial Advisors
RIAAUM $46.9MTEAM 1REPS 1
Fleming Wealth Strategies, LLC
RIAGlendale, AZ
AUM $46.9MTEAM 1REPS 1
M. W. Aragao Investment Advisors, LLC
RIACumberland, RI
AUM $46.9MTEAM 5REPS 1
Davis Capital Advisors, LLC
RIANew York, NY
AUM $46.9MTEAM 2REPS 1
Golden Eagle Capital Advisors, Inc.
RIADubai
AUM $46.8MTEAM 2REPS 5
WMS Wealth Management LLC
RIAMukilteo, WA
AUM $46.8MTEAM 2REPS 2
JON Bos Financial Advisor LLC
RIAAUM $46.8MTEAM 1REPS 1
Connor Capital Management, LLC
RIAVienna, VA
AUM $46.8MTEAM 1REPS 1
Aydt Investment Management, Inc.
RIAEvansville, IN
AUM $46.8MTEAM 2REPS 1
Pelorus Financial, LLC
RIATrinity, FL
AUM $46.8MTEAM 2REPS 2
Wealth Management Advisors, Inc.
RIASaint Louis, MO
AUM $46.8MTEAM 8REPS 2
Haron Capital Management, LLC
RIAAUM $46.8MTEAM 2REPS 2
Wealth Builders Financial Group LLC
RIAWestminster, MD
AUM $46.8MTEAM 1REPS 1
Perfetta Capital, LLC
RIAAUM $46.8MTEAM 1REPS 1
Fiscalis Advisory, Inc.
RIAAnacortes, WA
AUM $46.8MTEAM 1REPS 1
Sovereign Financial Group
RIARaleigh, NC
AUM $46.7MTEAM 1REPS 1
Bagby Wealth Management
RIADexter, MO
AUM $46.7MTEAM 4REPS 2
Reppond Investments, Inc.
RIAAUM $46.7MTEAM 4REPS 3
Encompass Advisors, Ltd.
RIABrevard, NC
AUM $46.7MTEAM 1REPS 1
Just Futures
RIASan Francisco, CA
AUM $46.7MTEAM 6REPS 5
Other AUM ranges
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