RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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
Trillium Square Advisors LLC
RIAAUM $43.3MTEAM 4REPS 2
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
Larsen Wealth Management, LLC
RIAAUM $43.3MTEAM 1REPS 1
Crane Capital Management LLC
RIASpring Park, MN
AUM $43.2MTEAM 2REPS 2
Regal Capital Management, Inc.
RIABedford, IN
AUM $43.2MTEAM 1REPS 1
O'Dowd Asset Management LLC
RIAMorristown, NJ
AUM $43.1MTEAM 1REPS 1
Burton Wealth Management
RIAScottsdale, AZ
AUM $43.1MTEAM 2REPS 2
Wright Wealth Management, LLC
RIAAUM $43.1MTEAM 1REPS 1
Goldstrand Planning Group
RIAStockton, CA
AUM $43.1MREPS 1
Nickel Investment Advisors, Inc.
RIAAUM $43.1MTEAM 1REPS 1
Eisenhilfer Capital LLC
RIALincoln, RI
AUM $43.1MTEAM 1REPS 1
Mission Peak Investors, LLC
RIAAUM $43.1MTEAM 1REPS 1
Castle Hill Capital
RIAAUM $43.1MTEAM 1REPS 1
Carl F. PeterseN. Inc
RIAAUM $43MTEAM 6REPS 5
Professional Investment Counsel, Inc
RIAEl Paso, TX
AUM $43MTEAM 3REPS 3
Other AUM ranges
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