RIAs: Under $100M AUM
12,931 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Wealth Design Consulting, LLC
RIALaramie, WY
AUM $36.7MTEAM 3REPS 3
The Aspen Equity Group
RIAWaco, TX
AUM $36.7MTEAM 2REPS 1
Clements Investment Management
RIAAUM $36.7MREPS 1
CCM Investment Counsel
RIAStow, OH
AUM $36.7MTEAM 1REPS 1
Truepath Financial Planning
RIAAlbuquerque, NM
AUM $36.7MTEAM 3REPS 3
Valentine Wealth Management
RIASeymour, IN
AUM $36.7MTEAM 2REPS 2
Reef Advisors LLC
RIAAUM $36.6MTEAM 1REPS 1
Omni Wealth Management
RIAAUM $36.6MTEAM 1REPS 1
Dark Horse Wealth LLC
RIACazenovia, NY
AUM $36.6MTEAM 1REPS 1
Ibis Capital Management, LLC
RIABuffalo, NY
AUM $36.6MTEAM 1REPS 1
Sequence Analytix, LLC
RIAAUM $36.6MTEAM 1REPS 1
Northstar Wealth Management, Inc.
RIAColumbia, MD
AUM $36.6MTEAM 2REPS 2
Cassandra Smalley Wealth Management
RIAAUM $36.6MTEAM 1REPS 1
Afsc Advisors, Inc
RIACouncil Bluffs, IA
AUM $36.5MTEAM 1REPS 1
T.M. Murphy Investment Management, Inc.
RIAAUM $36.5MTEAM 1REPS 1
Chaney Financial Services, Inc.
RIAGlendale, CA
AUM $36.5MTEAM 1REPS 1
Gemcorp Capital Advisors LLC
RIANew York, NY
AUM $36.5MTEAM 1REPS 3
Rosemary Frank Financial, LLC
RIABrentwood, TN
AUM $36.5MTEAM 1REPS 1
Cobb Wealth Management, LLC
RIAKansas City, MO
AUM $36.5MTEAM 1REPS 1
Royal Wealth Management
RIAAUM $36.5MTEAM 3REPS 2
White Pine Financial LLC
RIAAUM $36.4MTEAM 2REPS 2
Mindful Wealth
RIASaint Louis, MO
AUM $36.4MTEAM 1REPS 2
DH Asset Management, LLC
RIAAUM $36.4MTEAM 1REPS 1
Percy E. Bolton Associates, Inc.
RIAPasadena, CA
AUM $36.4MTEAM 1REPS 1
Other AUM ranges
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