RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Altamont Advisors LLC
RIAAUM $46MTEAM 2REPS 2
Prism Wealth Management
RIAAUM $46MTEAM 1REPS 1
Williamson Wealth Management
RIACanton, OH
AUM $46MTEAM 3REPS 3
Propath Financial
RIAAUM $46MTEAM 1REPS 1
Center Pillar Wealth Management LLC
RIANewark, CA
AUM $46MTEAM 1REPS 1
Applied Wealth Management
RIABakersfield, CA
AUM $46MTEAM 4REPS 4
Kakis Financial Services Inc.
RIADes Plaines, IL
AUM $46MTEAM 1REPS 1
Fleurus Investment Advisory, LLC
RIAAUM $45.9MTEAM 1REPS 1
Skrobonja Wealth Management, LLC
RIAArnold, MO
AUM $45.9MTEAM 7REPS 3
Stonewater Wealth Management, Inc.
RIACorpus Christi, TX
AUM $45.9MTEAM 3REPS 6
Merrimack Valley Financial Advisors, Inc.
RIAChelmsford, MA
AUM $45.9MTEAM 3REPS 3
Investments By Design, Inc
RIAGalena, IL
AUM $45.9MTEAM 1REPS 1
Smarr Financial Services Inc.
RIAAtlanta, GA
AUM $45.8MTEAM 1REPS 1
Deep Roots Capital
RIAHarrison, AR
AUM $45.8MTEAM 1REPS 1
Envest Asset Management, LLC
RIAAUM $45.8MTEAM 2REPS 2
Eagle Grove Advisors LLC
RIAAUM $45.8MTEAM 1REPS 1
Madden Creek Advisors
RIASan Rafael, CA
AUM $45.8MTEAM 1REPS 1
Insights Investments
RIAPalo Alto, CA
AUM $45.8MTEAM 1REPS 1
Maze Investments, LLC
RIALos Angeles, CA
AUM $45.7MTEAM 3REPS 2
Beplat Asset Management, Inc.
RIAAUM $45.7MTEAM 1REPS 1
Heritage Strategic Wealth, LLC
RIACary, IL
AUM $45.7MTEAM 3REPS 2
Logical Investments, LLC
RIABaton Rouge, LA
AUM $45.7MTEAM 2REPS 1
Wealthstone Private Wealth Management, LLC
RIAScottsdale, AZ
AUM $45.7MTEAM 1REPS 1
Wealth Transitions, LLC
RIAAUM $45.7MTEAM 1REPS 1
Other AUM ranges
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