RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Lava Wealth Management, LLC
RIAAUM $42.6MTEAM 1REPS 1
Devil Mountain Investment Management
RIAAUM $42.6MTEAM 1REPS 1
Prospect Credit REIT Advisor, LLC
RIAWest Palm Beach, FL
AUM $42.6MTEAM 59REPS 3
Turning Point Advisors, LLC
RIANovelty, OH
AUM $42.6MTEAM 2REPS 2
Granite Wealth Advisors
RIATemecula, CA
AUM $42.5MTEAM 1REPS 1
Lifestyle Planning, LLC
RIAChandler, AZ
AUM $42.5MTEAM 3REPS 3
Janco Wealth Management
RIAAUM $42.5MTEAM 1REPS 1
Intentional Finance, LLC
RIAAlbuquerque, NM
AUM $42.5MTEAM 1REPS 1
Alternative Access Funds, LLC
RIAEl Segundo, CA
AUM $42.5MTEAM 1REPS 3
Endeavor Advisors LLC
RIAPhoenix, AZ
AUM $42.5MTEAM 3REPS 4
Trustmerit Capital
RIAEden Prairie, MN
AUM $42.5MTEAM 1REPS 1
CJK Capital Management, LLC
RIAAUM $42.5MTEAM 1REPS 1
HKW Management, LLC
RIAAUM $42.5MTEAM 5REPS 6
Flight Capital Management, LLC
RIAAUM $42.5MTEAM 1REPS 1
The Wealth Collective, LLC
RIALos Angeles, CA
AUM $42.5MTEAM 1REPS 1
Wyatt Financial L.L.C.
RIACary, NC
AUM $42.4MTEAM 1REPS 1
Isler Wealth Management, LLC
RIAEugene, OR
AUM $42.4MTEAM 2REPS 2
Vass Financial Strategies
RIALafayette Hill, PA
AUM $42.4MTEAM 1REPS 2
Moneywise Financial Advisors
RIAAUM $42.4MTEAM 1REPS 1
Great Lakes Retirement Solutions, Inc.
RIASaginaw, MI
AUM $42.4MTEAM 4REPS 4
Aclaime Asset Management, LLC
RIASandy, UT
AUM $42.4MTEAM 3REPS 2
Winship Wealth Partners
RIAAUM $42.4MTEAM 2REPS 2
Lineguard Investments, LLC
RIATroy, MI
AUM $42.4MTEAM 1REPS 1
Katam Hill LLC
RIASherman Oaks, CA
AUM $42.4MTEAM 1REPS 1
Other AUM ranges
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