RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Balanced Capital
RIAAUM $39.5MTEAM 1REPS 1
Portfolio Logix, LLC
RIAMissoula, MT
AUM $39.5MTEAM 2REPS 2
Elevated Asset Management LLC
RIAJackson, WY
AUM $39.5MTEAM 1REPS 1
Archer Row Advisory
RIAAUM $39.5MTEAM 1REPS 1
CBL Wealth Management
RIAApple Valley, CA
AUM $39.5MTEAM 1REPS 1
Anovest Investment Advisors
RIAMarietta, GA
AUM $39.5MTEAM 3REPS 3
JLJ Capital Management, LLC
RIAAUM $39.5MTEAM 1REPS 1
Midwest Financial Strategies
RIAWatertown, SD
AUM $39.4MTEAM 2REPS 2
IHS Wealth Management LLC
RIAOyster Bay, NY
AUM $39.4MTEAM 2REPS 2
Mcwhorter Capital Investments
RIAAUM $39.4MTEAM 1REPS 1
Pension Maxima Investment Advisory, Inc.
RIAAUM $39.4MTEAM 3REPS 3
Hathaway Financial LLC
RIAAUM $39.4MTEAM 1REPS 1
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
Stonewall Asset MgmT., Inc.
RIARoswell, GA
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
Other AUM ranges
FINTRX platform
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