RIAs: Under $100M AUM
12,931 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
AMS Capital Management LLC
RIASan Mateo, CA
AUM $39.1MTEAM 1REPS 1
Beacon Light Wealth Management
RIACarnegie, PA
AUM $39.1MTEAM 3REPS 2
Iliad Wealth Solutions
RIAAUM $39.1MTEAM 3REPS 4
Bollinger Capital Management, Inc.
RIARedondo Beach, CA
AUM $39.1MTEAM 3REPS 3
Riverbend Planning Group LLC
RIAChicago, IL
AUM $39.1MTEAM 1REPS 1
JY Capital Management
RIAAUM $39.1MTEAM 1REPS 1
Gilead Capital LP
RIANew York, NY
AUM $39.1MTEAM 3REPS 2
Amidon & Petersen Financials, LLC
RIAAlbany, NY
AUM $39.1MTEAM 2REPS 3
Cereus Financial Advisors, LLC
RIAFranklin Lakes, NJ
AUM $39.1MTEAM 3REPS 2
Dogwood Investment Advisors
RIANorthbrook, IL
AUM $39.1MTEAM 1REPS 1
Family Wealth Partners Concord, Inc
RIAConcord, NC
AUM $39MTEAM 3REPS 2
7pw Wealth, LLC
RIAAUM $39MTEAM 4REPS 4
Crimson Oak Wealth Management, LLC
RIALexington, KY
AUM $39MTEAM 1REPS 1
Peattie Capital Management
RIAStamford, CT
AUM $39MTEAM 1REPS 1
Anglia Advisors
RIAValley Stream, NY
AUM $39MTEAM 1REPS 1
EBH Financial, Inc.
RIAAUM $39MTEAM 1REPS 1
Trunorth Financial LLC
RIAAUM $39MTEAM 1REPS 1
Financial Planning Office Of Stephen Overstreet, P.A.
RIAAUM $39MTEAM 1REPS 1
Newhouse Integrated Financial Advisors LLC
RIASoquel, CA
AUM $39MTEAM 2REPS 2
Peak Wealth Management
RIASaratoga Springs, NY
AUM $39MTEAM 1REPS 1
Ascent Wealth Management Group, LLC
RIACoral Gables, FL
AUM $39MTEAM 1REPS 1
Bentley Wealth Management, LLC
RIAMarblehead, MA
AUM $38.9MTEAM 1REPS 1
Carolina Wealth Strategies, LLC
RIACary, NC
AUM $38.9MTEAM 1REPS 1
Baker Jensen Investment Advisors, LLC
RIASan Clemente, CA
AUM $38.9MTEAM 1REPS 1
Other AUM ranges
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