RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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 2
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
TURNING POINT FINANCIAL, INC.
RIACharlotte, NC
AUM $88MTEAM 2REPS 1
LINDEN WEALTH MANAGEMENT LLC
RIAOAK PARK, IL
AUM $88MTEAM 1REPS 1
ACTION POINT RETIREMENT GROUP LLC
RIAAUM $88MTEAM 1REPS 1
SPARTAN CAPITAL MANAGEMENT, LLC
RIAAUM $88MTEAM 2REPS 1
COPE PRIVATE WEALTH
RIABirmingham, AL
AUM $88MTEAM 2REPS 2
Other AUM ranges
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