RIAs: Under $100M AUM
12,931 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Vertical Wealth, LLC
RIAIndianapolis, IN
AUM $31.7MTEAM 2REPS 2
WBH Financial Services, LLC
RIALake Oswego, OR
AUM $31.7MTEAM 2REPS 1
Pioneer Financial Advisors
RIAPrairie Village, KS
AUM $31.6MTEAM 1REPS 1
Wesley Owen Bales Investment Advisory Service
RIAAUM $31.6MTEAM 1REPS 1
New Line Capital, LLC
RIAAUM $31.6MTEAM 3REPS 3
Exponential Wealth Management, LLC
RIAAUM $31.6MTEAM 1REPS 1
ESG Wealth Advisors
RIAAUM $31.6MTEAM 1REPS 1
American Financial Management, Ltd.
RIAOwings Mills, MD
AUM $31.6MTEAM 2REPS 2
Creative Funding Corporation
RIABloomfield, CT
AUM $31.6MTEAM 2REPS 1
Cross Financial Strategies, LLC
RIAAUM $31.5MTEAM 1REPS 1
E2I Financial Group, LLC
RIACharlotte, NC
AUM $31.5MTEAM 1REPS 2
Growth Point Financial LLC
RIAAUM $31.5MTEAM 2REPS 1
Gygi Capital Management
RIACedar Hills, UT
AUM $31.5MTEAM 1REPS 1
Wright Benefit Advisors Inc.
RIALake Forest, IL
AUM $31.5MTEAM 2REPS 1
Nuwealth Advisors, LLC
RIASt George, UT
AUM $31.5MTEAM 1REPS 1
Toro Bravo Investment Advisors, LLC
RIAAmarillo, TX
AUM $31.5MTEAM 5REPS 3
Legacy Investment Advisors, LLC
RIAVoorhees, NJ
AUM $31.5MTEAM 4REPS 4
Amplio Wealth Management, Inc.
RIAAustin, TX
AUM $31.5MTEAM 1REPS 1
Patterson Partners Ltd.
RIAHamilton
AUM $31.5MTEAM 4REPS 3
Guidepost Capital Management Group, LLC
RIAAUM $31.5MTEAM 1REPS 1
Avalon
RIABoca Raton, FL
AUM $31.4MTEAM 3REPS 2
Kenmar Preferred Investments, LLC
RIANew York, NY
AUM $31.4MTEAM 2REPS 1
Main Street Investors, LLC
RIABrentwood, TN
AUM $31.4MTEAM 3REPS 3
Regency Financial Group
RIAAUM $31.4MTEAM 1REPS 1
Other AUM ranges
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