RIAs: Under $100M AUM
12,864 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Lifewater Wealth Management
RIADuluth, GA
AUM $30.3MTEAM 2REPS 1
Modern Asset Management LLC
RIAColumbus, NE
AUM $30.3MTEAM 1REPS 2
Cochranmickels Retirement Specialists, LLC
RIAHuntsville, AL
AUM $30.3MTEAM 3REPS 2
Sycamore Asset Management, LLC
RIAAUM $30.3MTEAM 1REPS 1
KD Capital Management, LLC
RIACharleston, SC
AUM $30.3MTEAM 1REPS 1
Patriot Securities LLC
RIAJupiter, FL
AUM $30.3MTEAM 1REPS 1
Cumberland Valley Financial Services Inc.
RIAAUM $30.3MTEAM 1REPS 1
Hurley Investments, LLC
RIAProvo, UT
AUM $30.3MTEAM 6REPS 6
Angel Oak Financial Services LLC
RIAAUM $30.3MTEAM 1REPS 1
Dynamic Wealth LLC
RIAOverland Park, KS
AUM $30.3MTEAM 1REPS 1
Alphyn Capital Management LLC
RIAHicksville, NY
AUM $30.3MTEAM 1REPS 1
Wesfair Advisory Group, Inc.
RIAChappaqua, NY
AUM $30.3MTEAM 2REPS 2
Lumenai
RIAStamford, CT
AUM $30.3MTEAM 3REPS 2
True North Wealth
RIAParker City, IN
AUM $30.3MTEAM 1REPS 1
WRS Financial Services, L.L.C.
RIATuscaloosa, AL
AUM $30.3MTEAM 1REPS 9
Sherwood Wealth Management
RIABasalt, CO
AUM $30.2MTEAM 1REPS 1
Pivot Point Wealth Planning
RIABrandenburg, KY
AUM $30.2MTEAM 2REPS 1
SCS Asset Management, Inc
RIALutz, FL
AUM $30.2MTEAM 2REPS 2
Evergreen Capital Management Inc
RIAOmaha, NE
AUM $30.2MTEAM 1REPS 1
Foundations Financial Planning, LLC
RIAAUM $30.2MTEAM 1REPS 1
Accurate Capital and Wealth LLC
RIAGlen Allen, VA
AUM $30.2MTEAM 3REPS 3
Northwest Planning Advisors LLC
RIASpokane, WA
AUM $30.2MTEAM 1REPS 1
Financial Planning Associates, Inc.
RIAEllisville, MO
AUM $30.2MTEAM 2REPS 1
Kalorama Wealth Strategies, LLC
RIAAUM $30.2MTEAM 1REPS 1
Other AUM ranges
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