RIAs: Under $100M AUM
12,986 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Focus Investment Advisors, LLC
RIAMiami, FL
AUM $30.5MTEAM 2REPS 2
Concinnus Financial, Inc
RIAAUM $30.5MTEAM 2REPS 2
Bantam Inc.
RIAStaatsburg, NY
AUM $30.5MTEAM 1REPS 1
Nest Financial LLC
RIAAustin, TX
AUM $30.5MTEAM 2REPS 3
MFH Investments Inc.
RIAOakwood, OH
AUM $30.5MTEAM 1REPS 1
Financial Dimensions, LLC
RIASparks, MD
AUM $30.5MTEAM 4REPS 4
Financialife Outfitters LLC
RIAOverland Park, KS
AUM $30.5MTEAM 2REPS 2
Oatley & Diak, LLC
RIAParker, CO
AUM $30.5MTEAM 2REPS 2
Clanton Financial Partners, LLC
RIAAUM $30.5MTEAM 1REPS 1
ASI Wealth Advisors LLC
RIAAUM $30.5MTEAM 2REPS 2
Executive Services, LLC
RIANewport Beach, CA
AUM $30.5MTEAM 1REPS 1
Evergreen Wealth Services
RIAAUM $30.5MTEAM 1REPS 1
Trew Advisors, LLC
RIAAUM $30.4MTEAM 1REPS 1
Oaks Wealth Management
RIAHouston, TX
AUM $30.4MTEAM 2REPS 1
Unfcu Advisors LLC
RIALong Island City, NY
AUM $30.4MTEAM 4REPS 2
Schuler Capital Management LLC
RIAAUM $30.4MTEAM 1REPS 1
Firethorn Partners, LLC
RIAVancouver, British Columbia
AUM $30.4MTEAM 4REPS 4
Skaggs Financial Planning, LLC
RIAAUM $30.4MTEAM 1REPS 1
Third Act Retirement Planning, Inc.
RIAMarietta, GA
AUM $30.4MTEAM 2REPS 1
JW Thompson Investments LLC
RIAAUM $30.4MTEAM 2REPS 2
August Wealth Management
RIAPortland, ME
AUM $30.4MTEAM 1REPS 1
Guidepost Financial Planning, LLC
RIAFort Collins, CO
AUM $30.4MTEAM 1REPS 1
Creative Financial Planning Advisors, Inc.
RIASouth Bend, IN
AUM $30.4MTEAM 1REPS 2
Dmlo Wealth Planning, LLC
RIALouisville, KY
AUM $30.4MTEAM 9REPS 5
Other AUM ranges
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