RIAs: Under $100M AUM
12,914 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Rhotopia Financial Advisors
RIAMilton, MA
AUM $15.5MTEAM 12REPS 2
Greg Hodges Financial Advisory
RIAAUM $15.5MTEAM 1REPS 1
Legacy Retirement Advisors
RIAAUM $15.4MTEAM 1REPS 1
Dodok Wealth and Investment Advisors LLC
RIADayton, OH
AUM $15.4MTEAM 1REPS 1
Fenwick Investments, LLC
RIAWhite River Junction, VT
AUM $15.4MTEAM 1REPS 1
South Texas Advisors for Retirees, LLC
RIAAUM $15.4MTEAM 1REPS 1
Sound Asset Management, Inc.
RIAMason, OH
AUM $15.4MTEAM 1REPS 1
Journey Capital Advisers, LLC
RIAAUM $15.4MTEAM 1REPS 1
Lifetime Financial Planners LLC
RIASan Antonio, TX
AUM $15.4MTEAM 1REPS 1
CC Investment Advisors, Inc.
RIAOklahoma City, OK
AUM $15.4MTEAM 2REPS 2
Cwpim
RIAAlpharetta, GA
AUM $15.4MTEAM 1REPS 1
Gladstone Financial LLC
RIAAUM $15.4MTEAM 1REPS 1
Iron Link Capital LLC
RIAAUM $15.4MTEAM 1REPS 1
ADS Wealth Management LLC
RIAHoover, AL
AUM $15.4MTEAM 1REPS 1
The Jaffee Financial Group, Inc.
RIAHollywood, FL
AUM $15.4MTEAM 1REPS 1
SPP Credit Advisors LLC
RIANew York, NY
AUM $15.4MTEAM 7REPS 3
Battle Green Advisors
RIAAUM $15.4MTEAM 2REPS 2
Kilzer Wealth Management
RIACarmel, CA
AUM $15.4MTEAM 1REPS 1
Leamnson Capital Advisory, LLC
RIAAUM $15.4MTEAM 1REPS 1
Money PoolE..Solutions for Life, LLC
RIAAUM $15.4MTEAM 1REPS 1
Upfront Financial Planning, LLC
RIASpokane, WA
AUM $15.4MTEAM 1REPS 1
Kickpoint Financial, LLC
RIAMemphis, TN
AUM $15.4MTEAM 2REPS 2
JRS Investments and Wealth Preservation, LLC
RIAAUM $15.4MTEAM 5REPS 6
Open Door Financial Advisors
RIAAUM $15.4MTEAM 1REPS 1
Other AUM ranges
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