RIAs: Under $100M AUM
12,931 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Mainland Financial
RIALakewood Ranch, FL
AUM $41.6MTEAM 1REPS 1
Mercor Investment Group
RIAPuebla
AUM $41.6MTEAM 1REPS 1
WGS Management Services, Inc
RIARochester, NY
AUM $41.6MTEAM 1REPS 1
Retirement Money Management
RIALakewood Ranch, FL
AUM $41.6MTEAM 1REPS 1
Acacia Grove Wealth Management
RIASchenectady, NY
AUM $41.6MTEAM 1REPS 1
Rossi Financial Group
RIAEl Dorado Hills, CA
AUM $41.6MTEAM 1REPS 1
Prominent Financial Planning LLC
RIAAUM $41.6MTEAM 1REPS 1
Moreno Capital
RIAAUM $41.6MTEAM 4REPS 1
Ascend Wealth Advisors, LLC
RIABroadview Heights, OH
AUM $41.6MTEAM 1REPS 1
Vetter Planning
RIAAUM $41.6MTEAM 1REPS 1
Gallagher Capital Corp.
RIAAUM $41.5MTEAM 1REPS 1
Glacierwealth
RIAWhitefish, MT
AUM $41.5MTEAM 1REPS 1
Tabernacle Equity Management LLC
RIASouthlake, TX
AUM $41.5MTEAM 8REPS 2
Carlisle Financial Management, LLC
RIAAUM $41.5MTEAM 1REPS 1
Gilbert Rich & Associates
RIAAtlanta, GA
AUM $41.5MTEAM 1REPS 1
Blue River Capital Management
RIAAUM $41.5MTEAM 2REPS 2
Planned Financial Security
RIAAUM $41.5MTEAM 1REPS 1
The Portola Group Inc
RIAAUM $41.4MTEAM 1REPS 1
F2F Retirement, LLC
RIATooele, UT
AUM $41.4MTEAM 3REPS 3
Lyles Wealth Management LLC
RIACalhoun, GA
AUM $41.4MTEAM 1REPS 1
Redwing Financial
RIASaint Charles, IL
AUM $41.4MTEAM 1REPS 1
Norman Kramer Investments, Inc.
RIAWestport, CT
AUM $41.4MTEAM 1REPS 1
Hathaway Capital Management, LLC
RIAAUM $41.4MTEAM 1REPS 1
Coherent Financial Advisers, LLC
RIAAUM $41.3MTEAM 2REPS 2
Other AUM ranges
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