RIAs: Under $100M AUM
12,931 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Grape Modern Wealth Management
RIATemecula, CA
AUM $38.6MTEAM 1REPS 2
JB Meridian Advisors, LLC
RIAClermont, FL
AUM $38.6MTEAM 2REPS 2
Blair Capital Management
RIAAUM $38.6MTEAM 1REPS 1
Lessard Wealth Management
RIAScottsdale, AZ
AUM $38.6MTEAM 1REPS 1
Pasco Advisors, LLC
RIAEast Windsor, CT
AUM $38.6MTEAM 2REPS 2
Centorbi Financial Group, Inc.
RIAO Fallon, MO
AUM $38.6MTEAM 1REPS 1
Greenside Financial, Ltd
RIAAUM $38.6MTEAM 1REPS 1
Relevant Financial Advisors LLC
RIAElkhart, IN
AUM $38.6MTEAM 1REPS 1
Harper Financial Strategies, LLC
RIAAUM $38.6MTEAM 2REPS 2
Manley Capital Management, LLC
RIAAUM $38.5MTEAM 1REPS 1
Lawton Retirement Plan Consultants, LLC
RIAAUM $38.5MTEAM 1REPS 1
Cantebury Capital, Inc.
RIAAUM $38.5MTEAM 1REPS 1
Aspen Creek Wealth Management, LLC
RIASouthlake, TX
AUM $38.5MTEAM 11REPS 10
Long Point Wealth Management, LLC
RIAAUM $38.4MTEAM 1REPS 1
Macdonald Wealth Management, LLC
RIAMansfield, MA
AUM $38.4MTEAM 2REPS 2
Acorn & Oak Wealth Management
RIAAUM $38.4MTEAM 1REPS 1
FHL Investment Management Company, LLC
RIANorth Bethesda, MD
AUM $38.4MTEAM 1REPS 1
Zink Wealth Solutions LLC
RIAMiami, FL
AUM $38.4MTEAM 4REPS 3
Reynolds Capital Management, Inc.
RIAAUM $38.4MTEAM 1REPS 1
Devotion Capital Management
RIASouth Bend, IN
AUM $38.4MTEAM 1REPS 1
Open Circle Wealth Partners
RIANorth Haven, CT
AUM $38.4MTEAM 2REPS 3
I.M.S. Wealth Management, LLC
RIAErie, PA
AUM $38.4MTEAM 2REPS 2
Mears Money Management
RIAAUM $38.4MTEAM 1REPS 1
Adap Tax Financial, Inc.
RIAPleasanton, CA
AUM $38.4MTEAM 1REPS 1
Other AUM ranges
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