RIAs: Under $100M AUM
12,931 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Atlas Financial LLC
RIAOroville, CA
AUM $43.5MTEAM 1REPS 2
Linx Equities, LLC
RIAAUM $43.5MTEAM 1REPS 1
Chaikin Capital Management Inc.
RIAAUM $43.5MTEAM 1REPS 1
Monocacy Wealth Management, LLC
RIAFrederick, MD
AUM $43.5MTEAM 6REPS 3
Catalyze Wealth Management
RIACarmel, IN
AUM $43.4MTEAM 3REPS 2
Brio Financial Planning
RIAPrescott, AZ
AUM $43.4MTEAM 1REPS 1
Parallel Wealth Management
RIARedding, CA
AUM $43.4MTEAM 1REPS 1
Valley Oak Investment Strategies LLC
RIAKalamazoo, MI
AUM $43.4MTEAM 7REPS 3
Esoterica Capital LLC
RIAAUM $43.4MTEAM 5REPS 5
Palmer Wealth Management LLC
RIAPrairieville, LA
AUM $43.4MTEAM 2REPS 2
Gold Canyon Financial Planning
RIAAUM $43.4MTEAM 2REPS 2
Neokai Capital
RIAHonolulu, HI
AUM $43.4MTEAM 3REPS 3
Arslan Capital Management LLC
RIACedar Park, TX
AUM $43.4MTEAM 10REPS 1
Elemental Capital Management, LLC
RIAAUM $43.4MTEAM 2REPS 2
Optimal Planning LLC
RIAConcord, NC
AUM $43.4MTEAM 1REPS 1
Successful Resource Management, Ltd.
RIAJohnston, IA
AUM $43.3MTEAM 2REPS 1
Fletching Arrows Wealth Management LLC
RIALoveland, CO
AUM $43.3MTEAM 1REPS 1
Physicians Wealth Solutions, LLC
RIAColumbus, OH
AUM $43.3MTEAM 4REPS 4
Domain Money Advisors, LLC
RIANew York, NY
AUM $43.3MTEAM 39REPS 37
Cadence Wealth Partners, LLC
RIAConcord, NC
AUM $43.3MTEAM 2REPS 2
White, Dunkirk $ Price Investment Advisory Inc.
RIAAUM $43.3MTEAM 1REPS 1
Booth Financial
RIAHoover, AL
AUM $43.3MTEAM 1REPS 1
Inland Financial Planning
RIASpokane, WA
AUM $43.3MTEAM 2REPS 2
Calidris Financial, LLC
RIACharleston, SC
AUM $43.3MTEAM 1REPS 1
Other AUM ranges
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