RIAs: Under $100M AUM
12,977 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Shealy Wealth Advisory LLC
RIABoca Raton, FL
AUM $18.3MTEAM 2REPS 1
Oakgrowth Wealth Management LLC
RIAPasadena, CA
AUM $18.3MTEAM 1REPS 1
The Retirement Readiness Institute
RIABoca Raton, FL
AUM $18.3MTEAM 1REPS 1
Impassioned Wealth Management Ltd
RIAAUM $18.3MTEAM 1REPS 1
Heritage Drive Wealth Management LLC
RIAAUM $18.3MTEAM 1REPS 1
Main Street Financial Group LLC
RIAAtlanta, GA
AUM $18.3MTEAM 3REPS 2
Lake Effect Wealth LLC
RIAAUM $18.3MTEAM 1REPS 1
Alpha Investment Management, Inc.
RIAAUM $18.2MTEAM 1REPS 1
Cape Ann Financial
RIAAUM $18.2MTEAM 1REPS 1
Taylor & Associates
RIAAUM $18.2MTEAM 1REPS 1
Wealth Guardian Advisory, Pllc
RIAGilbert, AZ
AUM $18.2MTEAM 2REPS 2
Mckenna & Sullivan Inc
RIASouthampton, PA
AUM $18.2MTEAM 1REPS 1
Klaraos, LLC
RIAReno, NV
AUM $18.2MTEAM 1REPS 1
Esoteric Wealth Partners LLC
RIAEdmond, OK
AUM $18.2MTEAM 1REPS 1
Abacus Investment Advisors
RIASalt Lake City , UT
AUM $18.2MTEAM 1REPS 1
The Retirement Smith LLC
RIAFredericksburg, VA
AUM $18.2MTEAM 2REPS 2
Optimum Wealth Management, LLC
RIAAUM $18.2MTEAM 1REPS 1
Preakness Retirement Advisors, LLC
RIAAUM $18.2MTEAM 1REPS 1
Wade Management LLC
RIAAUM $18.2MTEAM 1REPS 1
Breakforth Investment Management, Inc
RIAAUM $18.2MTEAM 1REPS 2
Teacher Wealth
RIAAUM $18.2MTEAM 1REPS 1
Wealthmark
RIAAUM $18.2MTEAM 1REPS 1
Homestead Financial Partners
RIAAUM $18.2MTEAM 1REPS 1
Long Planning, LLC
RIAGeneva, IL
AUM $18.2MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?