RIAs: Under $100M AUM
12,862 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Black Brook Financial Planning
RIAAUM $39.4MTEAM 1REPS 1
Table Rock Financial Planning
RIAAUM $39.4MTEAM 1REPS 1
MWM Advisory Group, LLC
RIAValparaiso, IN
AUM $39.4MTEAM 3REPS 2
The Retirement Smith LLC
RIAFredericksburg, VA
AUM $39.4MTEAM 2REPS 2
Southwestern Advisory Group LLC
RIAStephenville, TX
AUM $39.4MTEAM 1REPS 1
Matthews Wealth Management LLC
RIAGreenville, SC
AUM $39.3MTEAM 2REPS 1
Apollo Wealth Management, LLC
RIAAUM $39.3MTEAM 1REPS 1
Groundwork Wealth Management, LLC
RIADowningtown, PA
AUM $39.3MTEAM 1REPS 1
Fresh Bread Investments, LLC
RIAWeston, FL
AUM $39.3MTEAM 1REPS 1
Access Financial Group, LLC
RIAMount Vernon, TX
AUM $39.3MTEAM 3REPS 3
The Cook Company, LLC
RIAGreenwood Village, CO
AUM $39.3MTEAM 1REPS 1
Everett Wealth Solutions, Inc
RIAForest Park, IL
AUM $39.3MTEAM 1REPS 1
LPR Capital, Inc.
RIAPasadena, CA
AUM $39.3MTEAM 1REPS 1
Wisdom Wealth Management
RIABloomington, MN
AUM $39.3MTEAM 2REPS 1
MJM Investment Advisors, Inc.
RIAAUM $39.2MTEAM 1REPS 1
Symphony Retirement Partners LLC
RIARound Rock, TX
AUM $39.2MTEAM 3REPS 3
Zero Gravity Financial, LLC
RIAAUM $39.2MTEAM 1REPS 1
Able Money LLC
RIAAUM $39.2MTEAM 1REPS 1
Burnside and Co
RIAOregon City, OR
AUM $39.2MTEAM 1REPS 1
Sperka Investment Management, LLC
RIAAUM $39.2MTEAM 1REPS 1
Alegria Asset Management
RIAYakima, WA
AUM $39.2MTEAM 3REPS 3
FSR Wealth Management, LLC
RIAAUM $39.2MTEAM 1REPS 1
Entrust Parable Capital, LLC
RIAAUM $39.1MTEAM 1REPS 1
AMS Capital Management LLC
RIASan Mateo, CA
AUM $39.1MTEAM 1REPS 1
Other AUM ranges
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