RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Silver Anchor Financial, LLC
RIAAUM $97.7MTEAM 1REPS 1
4-C Personal Wealth Management Consultants, LLC
RIACreve Coeur, MO
AUM $97.7MTEAM 2REPS 2
Blue Waters Advisory Group, LLC
RIAWest Lake Hills, TX
AUM $97.7MTEAM 4REPS 1
Asset Solutions, Inc.
RIALittleton, CO
AUM $97.7MTEAM 5REPS 2
C F Parks Inc
RIASalisbury, NC
AUM $97.7MTEAM 7REPS 1
Provision Wealth Management, Inc
RIARaleigh, NC
AUM $97.6MTEAM 4REPS 4
Melotte Financial Advisors
RIAGreen Bay, WI
AUM $97.6MTEAM 1REPS 1
Snow Financial Management, LLC
RIAAUM $97.6MTEAM 4REPS 3
RCM Capital Management, L.L.C.
RIAHammonton, NJ
AUM $97.6MTEAM 3REPS 1
Providence Asset Management LLC
RIAAUM $97.5MTEAM 1REPS 1
Taverik Capital, LLC
RIAGreenville, SC
AUM $97.5MTEAM 10REPS 3
Groom Financial Advisory
RIAAUM $97.5MTEAM 1REPS 1
Phoenix International Investments LLC
RIANashua, NH
AUM $97.5MTEAM 3REPS 2
Laguna Capital Management, Inc.
RIASanta Barbara, CA
AUM $97.5MTEAM 3REPS 3
Wealthlynk, Inc.
RIAFallbrook, CA
AUM $97.4MTEAM 1REPS 1
Piccolo Investment Consulting, LLC
RIADenton, TX
AUM $97.4MTEAM 2REPS 2
Strategic Portfolio Advisors
RIALas Vegas, NV
AUM $97.4MTEAM 1REPS 1
Prosper Financial
RIAAUM $97.4MTEAM 1REPS 1
Manispace Capital
RIANew York, NY
AUM $97.4MTEAM 5REPS 3
Auxi Asset Management, LLC
RIADanville, CA
AUM $97.3MTEAM 2REPS 2
Conscientia Family Office, LLC
RIAMiami, FL
AUM $97.3MTEAM 4REPS 3
Prentice Financial Planning, LLC
RIAOlympia, WA
AUM $97.3MTEAM 4REPS 4
Aspire Strategist Portfolios LLC
RIANew York, NY
AUM $97.3MTEAM 5REPS 2
Front Street Wealth Management
RIATraverse City, MI
AUM $97.2MTEAM 2REPS 1
Other AUM ranges
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