RIAs: Under $100M AUM
12,863 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Saubel Financial Group
RIAAUM $17.6MTEAM 1REPS 1
Valuepoint Partners, Inc.
RIAAUM $17.6MTEAM 1REPS 1
Stockade Wealth Management
RIAMarlboro, NJ
AUM $17.6MTEAM 1REPS 1
Joseph Wealth Management, LLC
RIAForest Park, IL
AUM $17.6MTEAM 3REPS 3
Couleur Investments
RIAAUM $17.6MTEAM 1REPS 1
Simpson Investment Counsel
RIALexington, MA
AUM $17.6MTEAM 1REPS 2
Stryker Financial
RIAEmeryville, CA
AUM $17.6MTEAM 1REPS 1
Flexhedz Group LLC
RIAAUM $17.6MTEAM 1REPS 1
Crowe Financial Group LLC
RIAHillsboro, OH
AUM $17.6MTEAM 4REPS 2
Roth Investment Management, LLC
RIAAUM $17.6MTEAM 1REPS 1
Mountain River Financial
RIAAUM $17.6MTEAM 1REPS 1
Kosmin Wealth Management
RIABeachwood, OH
AUM $17.6MTEAM 4REPS 1
Cairn Financial Advisors, LLC
RIAAUM $17.6MTEAM 1REPS 1
Covered Edge Asset Management, LLC
RIAAUM $17.6MTEAM 1REPS 1
Sorensen Financial Management
RIADenver, CO
AUM $17.6MTEAM 1REPS 1
Dakota Asset Management, LLC
RIAAUM $17.5MTEAM 2REPS 2
Foundation Financial Inc.
RIAAUM $17.5MTEAM 1REPS 1
Treeline Financial Planning
RIAAUM $17.5MTEAM 1REPS 1
Anfield Wealth Management
RIAAUM $17.5MTEAM 1REPS 1
Sophos Wealth Management
RIAAUM $17.5MTEAM 1REPS 1
Rawlings Wealth Management
RIAAUM $17.5MTEAM 1REPS 1
Sentient Financial, LLC
RIALaguna Niguel, CA
AUM $17.5MTEAM 1REPS 1
Aspen Financial, Inc.
RIAAUM $17.5MTEAM 1REPS 1
Legacy Global Management, L.L.C.
RIAAUM $17.5MTEAM 1REPS 1
Other AUM ranges
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