RIAs: Under $100M AUM
12,982 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Safe Harbor Wealth Management, LLC
RIADublin, OH
AUM $29MTEAM 3REPS 3
Derrin Leigh LLC
RIAAUM $29MTEAM 1REPS 1
Black Bridge Advisors, LLC
RIAWoods Cross, UT
AUM $29MTEAM 1REPS 1
Pathfinder Planning LLC
RIAAUM $29MTEAM 3REPS 3
A. Gile & Co
RIAColumbus, WI
AUM $29MTEAM 1REPS 1
Nichols Investment Advisory Services
RIAMashpee, MA
AUM $29MTEAM 1REPS 1
TCM Wealth Advisors
RIAFairlawn, OH
AUM $29MTEAM 2REPS 1
Capital Financial Planners, LLC
RIAYoungsville, LA
AUM $29MTEAM 1REPS 1
Green Horizon Capital Management, LLC
RIAAUM $29MTEAM 1REPS 1
Chalk Creek Partners, LLC
RIAAUM $29MTEAM 1REPS 1
Lakshmi Wealth Management LLC
RIANaperville, IL
AUM $29MTEAM 1REPS 1
Phase Change Wealth Management LLC
RIAAUM $29MTEAM 1REPS 1
Ridgeback Financial LLC
RIAClear Lake Shores, TX
AUM $29MTEAM 1REPS 1
Inspire Private Wealth Management
RIALouisville, KY
AUM $29MTEAM 1REPS 1
Wealthsights Investment Management, LLC
RIAAUM $29MTEAM 1REPS 1
Waxman Financial
RIAAUM $29MTEAM 2REPS 2
Broxton Capital Advisors
RIAOld San Juan, PR
AUM $29MTEAM 3REPS 2
Behlke Financial
RIAAUM $29MTEAM 1REPS 1
Aligned Advisors
RIAOceanside, CA
AUM $29MTEAM 6REPS 2
Macrovex Capital
RIAAUM $29MTEAM 2REPS 1
Crews Capital Management, LP
RIAAUM $28.9MTEAM 1REPS 2
Hermosa Wealth Management
RIAHermosa Beach, CA
AUM $28.9MTEAM 2REPS 4
Sweeney Asset Management, LLC
RIAOklahoma City, OK
AUM $28.9MTEAM 1REPS 2
Reeser Advisory Services Inc.
RIAAUM $28.9MTEAM 2REPS 2
Other AUM ranges
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