RIAs: Under $100M AUM
12,931 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Lussenheide Capital Management, Inc
RIAAUM $44.4MTEAM 2REPS 2
Salzman Financial Management LLC
RIABethel, CT
AUM $44.4MTEAM 1REPS 1
FAO Wealth Inc
RIATrumbull, CT
AUM $44.4MTEAM 2REPS 2
Alphacopia
RIAAUM $44.4MTEAM 2REPS 2
Thompson Wealth Advisors
RIAStatesville, NC
AUM $44.4MTEAM 1REPS 1
Star Wealth Advisors
RIABoca Raton, FL
AUM $44.4MTEAM 11REPS 13
Diversified Planning Concepts, Inc.
RIAAUM $44.3MTEAM 2REPS 2
Clearwealth
RIAAUM $44.3MTEAM 2REPS 2
Rockcrest Financial LLC
RIASomers Point, NJ
AUM $44.3MTEAM 3REPS 3
Intero Financial Planning, LLC
RIAAUM $44.3MTEAM 1REPS 1
Zetlmaier Wealth Management LLC
RIASeattle, WA
AUM $44.3MTEAM 1REPS 1
Aikapa
RIACorte Madera, CA
AUM $44.3MTEAM 1REPS 1
Thrive Financial Planning
RIAEl Dorado Hills, CA
AUM $44.3MTEAM 1REPS 1
Integrated Retirement Strategies
RIAAUM $44.3MTEAM 1REPS 1
Wrought Financial Planning
RIAHaddonfield, NJ
AUM $44.2MTEAM 2REPS 1
Cooney Financial Advisors Inc
RIAMarlton, NJ
AUM $44.2MTEAM 2REPS 2
Meridian Financial Group
RIAAUM $44.2MTEAM 2REPS 2
Courage Korving Miller Partners, LLC
RIANorfolk, VA
AUM $44.2MTEAM 8REPS 6
Icon Capital Management, LLC
RIAAUM $44.2MTEAM 1REPS 1
Legacy Investment Services, LLC
RIARancho Cucamonga, CA
AUM $44.2MTEAM 9REPS 4
Oakmonte Wealth Management
RIAOrlando, FL
AUM $44.2MTEAM 3REPS 2
Acropolis Partners, LLC
RIABrentwood, TN
AUM $44.2MTEAM 2REPS 2
Epic Investment Management
RIAAUM $44.1MTEAM 1REPS 1
Smart Portfolio
RIABrea, CA
AUM $44.1MTEAM 2REPS 1
Other AUM ranges
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