RIAs: Under $100M AUM
12,908 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Callaway Financial Services
RIAArlington, TX
AUM $22.6MTEAM 1REPS 1
Komich Capital Advisors
RIARonkonkoma, NY
AUM $22.6MTEAM 1REPS 2
Lymanwealth LLC
RIAAlpine, UT
AUM $22.6MTEAM 3REPS 3
Blue Iguana Financial, LLC
RIASaint Joseph, MI
AUM $22.6MTEAM 4REPS 1
Elliott Financial, LLC
RIAAUM $22.6MTEAM 1REPS 1
Emergent Global Investments
RIACoral Gables, FL
AUM $22.6MTEAM 4REPS 2
Balanced Financial Advisors
RIAAUM $22.6MTEAM 1REPS 1
Passive Management LLC
RIANew York, NY
AUM $22.6MTEAM 2REPS 3
Meyer Financial Advisors, Inc.
RIAAUM $22.6MTEAM 1REPS 1
SAN Gabriel Capital
RIACedar Park, TX
AUM $22.6MTEAM 1REPS 1
Voyage Wealth Management LLC
RIAAUM $22.6MTEAM 2REPS 2
Summit Financial Group, LLC
RIARome, GA
AUM $22.6MTEAM 3REPS 1
Milestone Advisory Group, LLC
RIAAUM $22.5MTEAM 1REPS 1
Jersey Shore Portfolio Management, LLC
RIAAUM $22.5MTEAM 2REPS 2
Mountain Creek Capital, LLC
RIAMelville, NY
AUM $22.5MTEAM 1REPS 1
Genesis Capital Group LLC
RIANew York, NY
AUM $22.5MTEAM 1REPS 1
Creole Wealth Solutions, LLC
RIAAUM $22.5MTEAM 1REPS 1
Windmiller
RIALittleton, CO
AUM $22.5MTEAM 1REPS 1
ALG Financial
RIAHagatna
AUM $22.5MTEAM 1REPS 1
Bene Wealth Management Company
RIABurbank, CA
AUM $22.5MTEAM 1REPS 1
Harris Wealth Management, LLC
RIATwin Falls, ID
AUM $22.5MTEAM 3REPS 5
Vesteer Wealth Management, LLC
RIAAUM $22.4MTEAM 3REPS 3
Legacy Cornerstone Wealth LLC
RIAPeoria, AZ
AUM $22.4MTEAM 1REPS 1
Society Investment Management
RIAAUM $22.4MTEAM 1REPS 1
Other AUM ranges
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