RIAs: Under $100M AUM
12,863 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Lang Asset Management, Inc.
RIAAUM $17MTEAM 1REPS 2
SF Value Capital, LLC
RIAAUM $17MTEAM 1REPS 1
Intelliwealth Financial Advisors, Ltd
RIAPlano, TX
AUM $17MTEAM 2REPS 1
Crimson Investment Managers, LLC
RIAWestminster, CA
AUM $17MTEAM 1REPS 1
Meche and Associates LLC
RIALafayette, LA
AUM $17MTEAM 3REPS 2
Financial Consulting Services
RIAAUM $17MTEAM 1REPS 1
Highgate Group USA Inc.
RIAMontreal
AUM $17MTEAM 5REPS 3
Golden Spread Wealth, LLC
RIACanadian, TX
AUM $17MTEAM 1REPS 1
Pearl Capital Investments
RIAAUM $17MTEAM 2REPS 2
Reeves, James, Townsend
RIAAUM $17MTEAM 1REPS 1
Financial Planning & Management, LLC
RIAAUM $17MTEAM 1REPS 1
Marcantel Wealth Management
RIAAUM $16.9MTEAM 2REPS 2
Wealthcare
RIAAiken, SC
AUM $16.9MTEAM 2REPS 1
Sun Valley Advisors, Inc.
RIAAUM $16.9MTEAM 1REPS 1
Life Stewardship Advisors
RIALancaster, PA
AUM $16.9MTEAM 3REPS 2
Heron Wealth LLC
RIAAUM $16.9MTEAM 1REPS 1
Fuleihan, Camille, Farid
RIAAUM $16.9MTEAM 1REPS 1
True Wealth Retirement Partners, LLC
RIAWyoming, MI
AUM $16.9MTEAM 1REPS 1
MoneygroW.com ®
RIAAUM $16.8MTEAM 1REPS 1
L. Jane Heist Wealth Management, Inc.
RIAAUM $16.8MTEAM 1REPS 1
Unger Financial
RIAAUM $16.8MTEAM 1REPS 1
BWB Advisory Group
RIAEnterprise, AL
AUM $16.8MTEAM 1REPS 4
Sullivan Retirement Resources, LLC
RIAWrentham, MA
AUM $16.8MTEAM 2REPS 2
Trinexus Capital, LLC
RIAWindham, NH
AUM $16.8MTEAM 3REPS 3
Other AUM ranges
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