RIAs: Under $100M AUM
12,998 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
SOULENCE WEALTH MANAGEMENT, LLC
RIAPLEASANT GROVE, UT
AUM $84.4MTEAM 5REPS 3
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
WORLDWIDE CAPITAL ADVISORS, LLC
RIASOUTHGATE, MI
AUM $84.3MTEAM 2REPS 1
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 2REPS 2
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
Other AUM ranges
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