RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Peak Financial Guidance LLC
RIAGreenwood Village, CO
AUM $88.5MTEAM 4REPS 4
Advance Wealth Management Service, LLC
RIAGrand Rapids, MI
AUM $88.5MTEAM 1REPS 1
Prolific Solutions
RIANew York, NY
AUM $88.5MTEAM 2REPS 1
Heritage Capital Advisors, LLC
RIASaint Paul, MN
AUM $88.5MTEAM 5REPS 1
DRS Wealth Management
RIAEaston, MD
AUM $88.5MTEAM 4REPS 3
Sicner Asset Management, L.L.C.
RIAAUM $88.4MTEAM 1REPS 1
7 Streets Financial, LLC
RIALa Mesa, CA
AUM $88.4MTEAM 5REPS 2
Litovsky Asset Management
RIAAUM $88.4MTEAM 1REPS 1
Alliance Wealth Advisors
RIACarbondale, IL
AUM $88.4MTEAM 3REPS 3
Worthscape, LLC
RIAAtlanta, GA
AUM $88.4MTEAM 2REPS 1
New Albany Capital Partners, LLC
RIAAUM $88.3MTEAM 1REPS 1
Whealth Advisors
RIARed Bank, NJ
AUM $88.3MTEAM 2REPS 2
Cogent Capital Group
RIAAUM $88.3MTEAM 1REPS 1
Park + Elm Investment Advisers
RIACarmel, IN
AUM $88.2MTEAM 3REPS 3
Shankland Financial Advisors, LLC
RIAAUM $88.2MTEAM 2REPS 2
Traver Financial Consulting Network Pa
RIALakewood Ranch, FL
AUM $88.2MTEAM 2REPS 1
Guidance Point Retirement Services, LLC
RIAPortland, ME
AUM $88.2MTEAM 8REPS 8
Bullrock Capital, LLC
RIAAUM $88.2MTEAM 1REPS 1
Swift Run Capital Management
RIACharlottesville, VA
AUM $88.1MTEAM 3REPS 3
GSR Capital Management, Inc.
RIARedding, CA
AUM $88.1MTEAM 1REPS 1
Settlement Capital Advisors
RIAWest Linn, OR
AUM $88MTEAM 3REPS 3
Mike Parke Investment Management, LLC
RIADickinson, ND
AUM $88MREPS 1
Spencer Brook Asset Management, LLC
RIAConcord, MA
AUM $88MTEAM 1REPS 1
Turning Point Financial, Inc.
RIACharlotte, NC
AUM $88MTEAM 2REPS 1
Other AUM ranges
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