RIAs: Under $100M AUM
12,862 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Lookahead Wealth LLC
RIAWest Linn, OR
AUM $45.4MTEAM 2REPS 2
Duran Capital Management, LLC
RIASanta Barbara, CA
AUM $45.4MTEAM 1REPS 1
Victory Wealth Services, LLC
RIAPrescott, AZ
AUM $45.4MTEAM 4REPS 5
Able & Strong Advisors, Inc.
RIABountiful, UT
AUM $45.4MTEAM 3REPS 3
Browning Capital Management LLC
RIAAUM $45.4MTEAM 2REPS 2
Lunsford Financial Planning, Inc.
RIALouisville, CO
AUM $45.3MTEAM 1REPS 1
Butler Financial Services, Ltd.
RIAWestlake Village, CA
AUM $45.3MTEAM 2REPS 2
Sawston Wealth Management LLC
RIAOlympia, WA
AUM $45.3MTEAM 1REPS 2
Invest Smart USA, Inc.
RIAScottsdale, AZ
AUM $45.3MTEAM 2REPS 2
Gaur Asset Management, Inc.
RIASomerset, NJ
AUM $45.3MTEAM 1REPS 1
James Horton, LLC
RIAAUM $45.3MTEAM 1REPS 1
Telos Capital Partners
RIAMount Pleasant, SC
AUM $45.3MTEAM 3REPS 3
Financial Prosperity, Inc.
RIAAUM $45.3MTEAM 2REPS 1
Barrett Capital Partners
RIAWeymouth, MA
AUM $45.3MTEAM 2REPS 2
401k Engineers Inc.
RIATracy, CA
AUM $45.3MTEAM 1REPS 1
West Loop Financial LLC
RIAAUM $45.2MTEAM 1REPS 1
La Jolla Institute for Wealth Management
RIALa Jolla, CA
AUM $45.2MTEAM 2REPS 3
Family Wealth Advisors
RIAFarmington, UT
AUM $45.2MTEAM 3REPS 2
Core Partners
RIAAUM $45.2MTEAM 3REPS 3
7 Saturdays Financial
RIAAUM $45.2MTEAM 1REPS 1
Intuitive Wealth Management, LLC
RIAAUM $45.2MTEAM 1REPS 1
Pysnik Financial, LLC
RIAPasadena, CA
AUM $45.2MTEAM 2REPS 2
Naworski Investments
RIAAUM $45.1MTEAM 2REPS 1
Everguide Financial Group, LLC
RIACranford, NJ
AUM $45.1MTEAM 1REPS 1
Other AUM ranges
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