RIAs: Under $100M AUM
12,908 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Bluemound Asset Management, LLC
RIAAUM $25.5MTEAM 1REPS 1
Gwynedd Wealth Partners, LLC
RIAPlymouth Meeting, PA
AUM $25.5MTEAM 2REPS 2
Charter Advisory Group
RIABedminster, NJ
AUM $25.5MTEAM 1REPS 1
Kindred Financial LLC
RIALakewood, CO
AUM $25.5MTEAM 1REPS 1
Msdr Partners, LLC
RIAAUM $25.5MTEAM 1REPS 1
Blacksand Capital Management I, LLC
RIAHonolulu, HI
AUM $25.5MTEAM 7REPS 6
Cowling Bay Wealth Management, LLC
RIAAUM $25.5MTEAM 1REPS 1
Platte West Wealth Management, LLC
RIAAUM $25.5MTEAM 1REPS 1
Aria Corporation
RIAAUM $25.5MTEAM 3REPS 1
Trendscast Financial LLC
RIAEighty Four, PA
AUM $25.4MTEAM 2REPS 2
Glass Lake Wealth Management
RIAAUM $25.4MTEAM 1REPS 1
Oxford Martin, LLC
RIAWakefield, MA
AUM $25.4MTEAM 1REPS 1
Katz-Moses Financial LLC
RIAAUM $25.4MTEAM 1REPS 1
Duncan Financial Management, Inc.
RIASaint Louis, MO
AUM $25.4MTEAM 2REPS 2
Ascension Wealth Advisors, LLC
RIAMount Pleasant, SC
AUM $25.4MTEAM 1REPS 1
Maine Center For Wealth Management, LLC
RIAAugusta, ME
AUM $25.4MTEAM 1REPS 1
Seletto Value LLC
RIAOrlando, FL
AUM $25.4MTEAM 1REPS 3
Mouly Financial Management, Inc.
RIADavie, FL
AUM $25.4MTEAM 1REPS 1
Advocate Wealth, LLC
RIAWashington, DC
AUM $25.4MTEAM 1REPS 1
Wealthlogic
RIAAUM $25.4MTEAM 1REPS 1
Mandala Financial Advisors LLC
RIASalida, CO
AUM $25.4MTEAM 1REPS 1
Berkeley Investment Advisors
RIASan Francisco, CA
AUM $25.3MTEAM 1REPS 1
American Market Advisors, Inc.
RIAShavano Park, TX
AUM $25.3MTEAM 2REPS 2
Certified Wealth Management & Investment LLC
RIAPrinceton, NJ
AUM $25.3MTEAM 1REPS 2
Other AUM ranges
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