RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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 3REPS 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 4
Uncommon Wealth Partners, LLC
RIAAnkeny, IA
AUM $46.7MTEAM 2REPS 2
LCV Advisors LLC
RIAAUM $46.7MTEAM 1REPS 1
DON Scholl & Associates, Inc.
RIAAUM $46.7MTEAM 2REPS 2
Planvest, LLC
RIABlair, NE
AUM $46.7MTEAM 1REPS 1
Old Security Group
RIAWest Chester, PA
AUM $46.6MTEAM 3REPS 1
Sequoia Private Wealth Management, LLC
RIAIrving, TX
AUM $46.6MTEAM 1REPS 1
CBF Advisors, LLC
RIANew York, NY
AUM $46.6MTEAM 8REPS 2
Neale Financial, LLC
RIAAUM $46.6MTEAM 1REPS 1
Hurst Wealth Advisors, Pc
RIADouglas, GA
AUM $46.6MTEAM 1REPS 1
Ethos Private Wealth
RIAAUM $46.6MTEAM 3REPS 3
Thompson Financial Transitions Inc.
RIAWhite Bear Lake, MN
AUM $46.5MTEAM 1REPS 1
Liberty Wealth Management, LLC
RIAHilton Head Island, SC
AUM $46.5MTEAM 2REPS 1
Other AUM ranges
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