RIAs: Under $100M AUM
12,931 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Lenape Investments, LLC
RIAAUM $36.4MTEAM 1REPS 1
Saint Francis Capital
RIAWinder, GA
AUM $36.4MTEAM 1REPS 3
Bellwether Capital Management LLC
RIAFair Oaks, CA
AUM $36.4MTEAM 1REPS 2
Key Focus Wealth LLC
RIASan Ramon, CA
AUM $36.4MTEAM 1REPS 1
North Haven Financial LLC
RIAAUM $36.4MTEAM 2REPS 2
Eureka Wealth Management
RIAAUM $36.4MTEAM 1REPS 1
Lakeland Wealth Management LLC
RIAMemphis, TN
AUM $36.4MTEAM 1REPS 1
Financial Planning Professionals, Inc.
RIAStuart, FL
AUM $36.4MTEAM 1REPS 1
Koehler Financial Services, Inc.
RIAStevensville, MI
AUM $36.4MTEAM 1REPS 1
Margo Park Financial
RIASan Diego, CA
AUM $36.3MTEAM 3REPS 3
Malt Partners Management LLC
RIANashville, TN
AUM $36.3MTEAM 2REPS 1
Moore Wealth Partners, LLC
RIAHendersonville, TN
AUM $36.3MTEAM 1REPS 1
Matt Montgomery
RIAJacksonville, TX
AUM $36.3MTEAM 1REPS 1
Green Era Financial LLC
RIAAUM $36.3MTEAM 2REPS 2
Marina Wealth Advisors
RIAAUM $36.3MTEAM 2REPS 2
Stone Ridge Advisors
RIAAUM $36.3MTEAM 1REPS 1
Sahni, Inc.
RIAAUM $36.2MTEAM 2REPS 1
Slaten Wealth Management
RIAAnaheim, CA
AUM $36.2MTEAM 5REPS 1
Gilmore Financial Services, LLC
RIASan Mateo, CA
AUM $36.2MTEAM 1REPS 1
Lelah Financial, LLC
RIARiverwoods, IL
AUM $36.2MTEAM 1REPS 1
21:5 Advisors, LLC
RIAPeoria, AZ
AUM $36.2MTEAM 1REPS 1
Black Diamond Financial Planning, LLC
RIAAUM $36.2MTEAM 1REPS 1
Tolton Asset Management, LLC
RIALos Angeles, CA
AUM $36.1MTEAM 2REPS 2
GVR Investment Management, Inc.
RIATwo Rivers, WI
AUM $36.1MTEAM 3REPS 2
Other AUM ranges
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