RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
D & T FINANCIAL ADVISORS, INC.
RIACONCORD, CA
AUM $87.4MTEAM 3REPS 4
BERGLAND WEALTH MANAGEMENT, INC.
RIARIDGELAND, MS
AUM $87.4MTEAM 1REPS 1
REDWOOD MONEY
RIAAUM $87.4MTEAM 2REPS 2
GORDON CARLSON & ASSOCIATES
RIAAUM $87.4MTEAM 2REPS 2
QUINCY WELLS ADVISORS, LLC
RIACHICAGO, IL
AUM $87.3MTEAM 22REPS 27
CANDOR WEALTH MANAGEMENT, LLC
RIADALLAS, TX
AUM $87.3MTEAM 1REPS 1
TIMOTHY J. ELLIS, INC.
RIAAUM $87.2MTEAM 1REPS 1
LENITY FINANCIAL, INC.
RIAGENEVA, IL
AUM $87.2MTEAM 2REPS 2
ASSURED ADVISORY GROUP, LLC
RIAEAST DUNDEE, IL
AUM $87.1MTEAM 6REPS 4
HIGH COUNTRY CAPITAL MANAGEMENT
RIAMONTROSE, CO
AUM $87.1MTEAM 5REPS 4
PARK PLACE WEALTH ADVISORS, INC
RIAORINDA, CA
AUM $87.1MTEAM 6REPS 3
YEARWOOD YOUNG ADVISORS
RIABrooklynn, NY
AUM $87.1MTEAM 2REPS 1
BULLINGTON CAPITAL MANAGEMENT, LLC
RIAAKRON, OH
AUM $87.1MTEAM 4REPS 4
BROCK HILL WEALTH MANAGEMENT
RIAAUM $87MTEAM 2REPS 5
INTEGRA ASSET ADVISORS, L.C.
RIAAUM $87MTEAM 1REPS 1
SUMMIT INVESTMENT MANAGEMENT, LTD.
RIAGREENFIELD, WI
AUM $87MTEAM 3REPS 3
GOALEN CAPITAL ADVISORS, LLC
RIAWEST VALLEY, UT
AUM $87MTEAM 2REPS 1
ORASIS CAPITAL
RIAGENEVA
AUM $87MTEAM 5REPS 3
AKRAM M. OMARI, CPA
RIASAN FRANCISCO, CA
AUM $87MTEAM 1REPS 1
EMPIRIKAL PARTNERS LLC
RIAAUM $87MTEAM 11REPS 10
STOKE CAPITAL
RIAAUM $87MTEAM 1REPS 1
STERLING ASSET MANAGEMENT CO INC
RIAAUM $87MTEAM 1REPS 1
SPITFIRE CAPITAL LLC
RIASAN RAFAEL, CA
AUM $87MTEAM 4REPS 2
INVESTMENT RESEARCH CORPORATION
RIAAUM $87MTEAM 1REPS 1
Other AUM ranges
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