RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
COMPASS INVESTMENTS LLC
RIAPITTSBURGH, PA
AUM $93.2MTEAM 5REPS 5
ORDERLY FINANCE
RIAWALNUT CREEK, CA
AUM $93.2MTEAM 1REPS 1
B & B FINANCIAL PLANNING CO., INC.
RIAO FALLON, MO
AUM $93.1MTEAM 3REPS 3
IRONWOOD WEALTH ADVISORS, LLC
RIAScottsdale, AZ
AUM $93.1MTEAM 1REPS 1
LEH II MANAGEMENT LLC
RIAENGLEWOOD, CO
AUM $93.1MTEAM 12REPS 6
STEWARDSHIP WEALTH ADVISORS
RIAPHOENIX, AZ
AUM $93.1MTEAM 1REPS 2
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
RIAGRAND RAPIDS, MI
AUM $93.1MTEAM 5REPS 5
ARGENTA WEALTH MANAGEMENT
RIANORTH LITTLE ROCK, AR
AUM $93MTEAM 3REPS 2
THINKING BIG FINANCIAL
RIABrooklynn, NY
AUM $93MTEAM 2REPS 2
SAPLING WEALTH MANAGEMENT
RIASEATTLE, WA
AUM $93MTEAM 2REPS 1
OPPENHEIMER + CLOSE, LLC
RIANew York, NY
AUM $93MTEAM 5REPS 6
CADE GROUP, INC.
RIACARMEL, IN
AUM $93MTEAM 2REPS 2
PEAK FINANCIAL PLANNING
RIACANOGA PARK, CA
AUM $93MTEAM 7REPS 6
CONRAD A. MAY, CPA, P.C.
RIAAUM $92.9MTEAM 1REPS 1
CANNON GLOBAL INVESTMENT MANAGEMENT, LLC
RIADAVIE, FL
AUM $92.9MTEAM 2REPS 2
CLARY FINANCIAL, INC
RIASOUTH EASTON, MA
AUM $92.9MTEAM 1REPS 2
STAGES PLANNING GROUP, LLC
RIAVIRGINIA BEACH, VA
AUM $92.9MTEAM 1REPS 1
COMMUNITY FINANCIAL GROUP, INC.
RIAMARLBOROUGH, MA
AUM $92.9MTEAM 4REPS 2
CARNEY PORTFOLIO MANAGEMENT INC.
RIACOSTA MESA, CA
AUM $92.8MTEAM 1REPS 1
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
Other AUM ranges
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