RIAs: Under $100M AUM
12,923 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Sweetwater Financial Advisors, LLC
RIASugar Land, TX
AUM $84.4MTEAM 3REPS 2
Clarity Capital Management LLC
RIAAUM $84.4MTEAM 2REPS 2
Soesbe Financial
RIASacramento, CA
AUM $84.4MTEAM 3REPS 2
Bethesda Financial Advisors, LLC
RIABethesda, MD
AUM $84.3MTEAM 2REPS 2
Brightworks Financial Planning LLC
RIALexington, SC
AUM $84.3MTEAM 1REPS 1
Derastone
RIAAUM $84.3MTEAM 1REPS 1
Erez Asset Management, LLC
RIANew Rochelle, NY
AUM $84.3MTEAM 2REPS 3
Dynamic Asset Management Group LLC
RIABloomfield Hills, MI
AUM $84.2MTEAM 4REPS 2
Collaborative Wealth Advisors, LLC
RIAWestford, MA
AUM $84.2MTEAM 2REPS 2
Broadstreet Financial Advisers LLC
RIAOrmond Beach, FL
AUM $84.2MTEAM 2REPS 1
Pacific Financial Planners, LLC
RIALaguna Niguel, CA
AUM $84.2MTEAM 4REPS 3
Rosewood Wealth Management
RIAAUM $84.2MTEAM 3REPS 2
Windermere Wealth Advisors, LLC
RIAElm Grove, WI
AUM $84.2MTEAM 1REPS 1
Signature Resources LLC
RIAAUM $84.2MTEAM 2REPS 2
Complete Advisors
RIAValley Stream, NY
AUM $84.2MTEAM 5REPS 2
Lehmann, Livian, Fridson Advisors, LLC
RIANew York, NY
AUM $84.2MTEAM 2REPS 2
Titan Capital Management
RIAScottsdale, AZ
AUM $84.2MTEAM 3REPS 3
Proprietor Wealth Management Inc.
RIALarkspur, CA
AUM $84.2MTEAM 1REPS 1
AKM Advisory
RIAEdina, MN
AUM $84.1MTEAM 2REPS 2
Western New York Financial Group, LLC
RIABuffalo, NY
AUM $84.1MTEAM 2REPS 2
Athena Advisor Services, LLC
RIALombard, IL
AUM $84.1MTEAM 3REPS 3
M2 Financial LLC
RIACottonwood Heights, UT
AUM $84.1MTEAM 9REPS 5
Houstoun Capital Management, Inc.
RIABethesda, MD
AUM $84.1MTEAM 1REPS 1
Stone Bridge Asset Management, LLC
RIAChattanooga, TN
AUM $84.1MTEAM 3REPS 3
Other AUM ranges
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