RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Anthony J. Orlando Inc.
RIAOradell, NJ
AUM $89.9MTEAM 1REPS 1
Armada Capital LLC
RIAMexico City
AUM $89.9MTEAM 8REPS 3
Foster Investment Services
RIALexington, KY
AUM $89.9MTEAM 2REPS 2
Shelton Financial Advisors, LLC
RIAAUM $89.9MTEAM 1REPS 1
TWM Wealth Management Corp
RIAWest Linn, OR
AUM $89.9MTEAM 2REPS 2
Spreckels Wealth Management
RIAAUM $89.9MTEAM 1REPS 1
Hyperion Financial
RIAShillington, PA
AUM $89.8MTEAM 3REPS 3
Equitta Advisors LLC
RIAMilford, OH
AUM $89.8MTEAM 2REPS 2
MCN Investment Management Co
RIATroy, MI
AUM $89.8MTEAM 1REPS 1
Heyman Wealth Management, LLC
RIAEncino, CA
AUM $89.8MTEAM 2REPS 2
Pichardo Asset Management, S.A. de C.V.
RIAMexico City
AUM $89.8MTEAM 8REPS 3
Pathfinder Financial Services, LLC
RIAAUM $89.7MTEAM 2REPS 2
Drew Wealth Management
RIAPortsmouth, NH
AUM $89.7MTEAM 1REPS 1
Wingstem Wealth, LLC
RIAWest Columbia, SC
AUM $89.7MTEAM 8REPS 2
The Baran James Company, Inc.
RIAPittsburgh, PA
AUM $89.7MTEAM 1REPS 1
Potomac Wealth Management LLC
RIAGreat Falls, VA
AUM $89.7MTEAM 2REPS 2
Eagle Eye Advisory LLC
RIAAUM $89.7MTEAM 1REPS 1
Auxan Capital Advisors, LLC
RIASpringfield, MO
AUM $89.6MTEAM 8REPS 9
BRC Management LLC
RIAAUM $89.6MTEAM 1REPS 1
Oxford Chase Advisors LLC
RIAAUM $89.6MTEAM 3REPS 3
Retirement Evolutions Wealth Management LLC
RIATucson, AZ
AUM $89.6MTEAM 5REPS 2
Kelly Financial Group LLC
RIAEncinitas, CA
AUM $89.6MTEAM 1REPS 1
John-Luke Financial, LLC
RIAThe Woodlands, TX
AUM $89.6MTEAM 2REPS 2
Grantham Poole Advisors, LLC
RIARidgeland, MS
AUM $89.6MTEAM 2REPS 2
Other AUM ranges
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