RIAs: Under $100M AUM
12,931 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Seren Wealth Advisors, LLC
RIAAUM $43MTEAM 1REPS 1
Piedmont Capital Asset Management LLC
RIAAUM $43MTEAM 1REPS 1
Wander Financial Services, LLC
RIAAUM $43MTEAM 2REPS 1
Rogers Financial Advisory Group, LLC
RIAGreenville, SC
AUM $42.9MTEAM 3REPS 3
Secure Investment Management, LLC
RIATucson, AZ
AUM $42.9MTEAM 31REPS 22
Parkmont Wealth Advisors LLC
RIAFremont, OH
AUM $42.9MTEAM 6REPS 4
Stevard LLC
RIAAUM $42.9MTEAM 1REPS 3
MCM Advisory, LLC
RIARichland, WA
AUM $42.9MTEAM 1REPS 2
Alpha Capital Research, LLC
RIAGlastonbury, CT
AUM $42.9MTEAM 2REPS 2
Baker Wealth Group LLC
RIALagrange, GA
AUM $42.9MTEAM 1REPS 1
Wealth Management Of Kentucky, Inc.
RIALexington, KY
AUM $42.9MTEAM 3REPS 3
Clifford Financial Planning, Inc.
RIASanta Rosa, CA
AUM $42.9MTEAM 2REPS 1
Tomchaney Investment Services, Inc.
RIAOrland Park, IL
AUM $42.9MTEAM 1REPS 1
Compass Wealth Advisors
RIAPetaluma, CA
AUM $42.8MTEAM 1REPS 1
Cornerstone Financial Planning, Inc.
RIAAppleton, WI
AUM $42.8MTEAM 3REPS 1
Compound Wealth, Advisory And Tax LLC
RIAWaunakee, WI
AUM $42.8MTEAM 5REPS 3
Bluechip Financial Planning, Inc.
RIARichardson, TX
AUM $42.8MTEAM 1REPS 1
III Financial, LLC
RIAAUM $42.8MTEAM 1REPS 1
Davidson & Watson Financial
RIALake Oswego, OR
AUM $42.8MTEAM 1REPS 1
MW Investment Strategy
RIAEl Dorado Hills, CA
AUM $42.8MTEAM 6REPS 6
Formula Wealth
RIAAUM $42.8MTEAM 1REPS 1
Kfico, LLC Registered Investment Advisor
RIATustin, CA
AUM $42.8MTEAM 1REPS 1
Core Wealth Consultants, LLC
RIAAUM $42.8MTEAM 1REPS 2
Long Lake Capital Management, LLC
RIABirmingham, MI
AUM $42.8MTEAM 1REPS 1
Other AUM ranges
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