RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Analog Capital Partners LLC
RIAHouston, TX
AUM $92.8MTEAM 4REPS 6
Pankonin Financial Group
RIABelle Plaine, MN
AUM $92.7MTEAM 3REPS 2
Bogue Asset Management LLC
RIAAUM $92.7MTEAM 1REPS 1
3roots Wealth Partners LLC
RIAScottsdale, AZ
AUM $92.6MTEAM 3REPS 3
Alikos Wealth Management, LLC
RIABethesda, MD
AUM $92.6MTEAM 2REPS 2
Belmont Financial, LLC
RIAAUM $92.6MTEAM 1REPS 1
Alberg Financial Services, Inc.
RIAAUM $92.6MTEAM 1REPS 1
Oak Maple Finance, LLC
RIABurlington, VT
AUM $92.5MTEAM 5REPS 2
Lodestar Advisory Group, LLC
RIANaples, FL
AUM $92.5MTEAM 3REPS 2
Vault Fiduciary LLC
RIAAUM $92.5MTEAM 1REPS 1
Mooney Financial
RIAJacksonville Beach, FL
AUM $92.5MTEAM 2REPS 2
Dorothy J. Cole
RIAAUM $92.5MTEAM 5REPS 1
Kyleshill Financial Planning
RIAColumbus, OH
AUM $92.5MTEAM 1REPS 1
Strava Financial, LLC
RIAWestlake Village, CA
AUM $92.4MTEAM 2REPS 1
Tekmen Wells LLC
RIANew York, NY
AUM $92.4MTEAM 2REPS 2
Optimal Wealth
RIASudbury, MA
AUM $92.4MTEAM 2REPS 1
Ascension Financial
RIAFort Collins, CO
AUM $92.4MTEAM 4REPS 4
Premier Southwest Planning Group, LLC
RIAAUM $92.3MTEAM 6REPS 4
Perpetual Wealth Advisors, L.L.C.
RIAAUM $92.3MTEAM 1REPS 1
Wisco Investment Management LLC
RIAMadison, WI
AUM $92.3MTEAM 2REPS 2
Newport Securities Corporation
RIAAUM $92.3MTEAM 1REPS 1
Qvg, LLC
RIAAUM $92.3MTEAM 3REPS 3
Xalts
RIAPhiladelphia, PA
AUM $92.3MTEAM 7REPS 6
Family Partners Capital, LLC
RIAHamilton, MA
AUM $92.3MTEAM 2REPS 3
Other AUM ranges
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