RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Spencer Smith Asset Management, Inc.
RIAAUM $46.2MTEAM 1REPS 1
Investire LLC
RIABuenos Aires
AUM $46.2MTEAM 2REPS 3
Schulz Financial, LLC
RIAAUM $46.2MTEAM 1REPS 1
Modern Money Management LLC
RIAAUM $46.2MTEAM 1REPS 1
Blue Line Capital Advisors
RIAPalm Beach Gardens, FL
AUM $46.2MTEAM 1REPS 1
Modern Wealth Concepts LLC
RIAJenkintown, PA
AUM $46.2MTEAM 1REPS 3
Evergreen Wealth Advisors
RIADurango, CO
AUM $46.2MTEAM 2REPS 1
Wealth Planning Advisors LLC
RIAAUM $46.2MTEAM 3REPS 3
Nest Financial Planning, LLC
RIAAUM $46.1MTEAM 2REPS 1
Attainable Wealth
RIAAUM $46.1MTEAM 2REPS 2
Integrity Advisory Partners LLC
RIANew York, NY
AUM $46.1MTEAM 2REPS 2
Capital Planning Group, LLC
RIACosta Mesa, CA
AUM $46.1MTEAM 1REPS 1
Sphinx Investments LLC
RIAAUM $46.1MTEAM 3REPS 3
Green Peaks Planning
RIAAUM $46.1MTEAM 3REPS 3
Opulentia, LLC
RIAHunt Valley, MD
AUM $46.1MTEAM 5REPS 3
Wealthspring Advisors, LLC
RIAMinneapolis, MN
AUM $46.1MTEAM 2REPS 2
Flagship Wealth Management Group, LLC
RIAAUM $46MTEAM 1REPS 1
Harper Asset Management, LLC
RIAAUM $46MTEAM 1REPS 1
Sarsi, LLC
RIAAUM $46MTEAM 1REPS 1
Pure Wealth Management
RIACerritos, CA
AUM $46MTEAM 1REPS 1
Cwos For Hire
RIASaint Louis, MO
AUM $46MTEAM 1REPS 2
Dogwood Capital Management
RIALas Vegas, NV
AUM $46MTEAM 1REPS 1
Tyndale Investments, LLC
RIAWashington, DC
AUM $46MTEAM 1REPS 1
Castlestone Management LLC
RIARidgewood, NJ
AUM $46MTEAM 2REPS 2
Other AUM ranges
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