RIAs: Under $100M AUM
12,861 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
PMC Wealth, LLC
RIAClarence, NY
AUM $280KTEAM 1REPS 1
Hudson House Capital Incorporated
RIALondon
AUM $280KTEAM 2REPS 2
Kerns Legacy Planning
RIAPhoenix, AZ
AUM $277KTEAM 1REPS 1
Abacus Wealth International (Awi)
RIASanta Ana, CA
AUM $274KTEAM 1REPS 1
Ascend Private Wealth Management
RIAAUM $273KTEAM 1REPS 1
Taub Investment Planning Services LLC
RIAAUM $273KTEAM 1REPS 1
Capitalwize, LLC
RIAAtlanta, GA
AUM $272KTEAM 8REPS 10
Visionary Wealth Management LLC
RIAAUM $271KTEAM 1REPS 1
Mia Lee Financial
RIAAlbany, NY
AUM $270KTEAM 1REPS 1
Harlig Financials
RIAAUM $270KTEAM 1REPS 1
Pacific Equity Advisors LLC
RIALa Jolla, CA
AUM $268KTEAM 1REPS 1
Heritage Hill Adviser
RIAAUM $268KTEAM 1REPS 1
York Wealth Management, LLC
RIAAUM $267KTEAM 1REPS 1
Brookwood Financial Services
RIAOscoda, MI
AUM $266KTEAM 1REPS 1
Conaghan Financial Services
RIAAUM $263KTEAM 1REPS 1
Gray Lake Advisors
RIAAUM $262KTEAM 1REPS 1
New Wave Financial LLC
RIAAUM $261KTEAM 1REPS 1
1 Timothy 6 V 7 LLC
RIAAUM $261KTEAM 1REPS 1
Garrett Capital Private Equity LLC
RIAAUM $261KTEAM 1REPS 1
Sanostro Ag
RIAZug
AUM $260KTEAM 2REPS 1
Sagebrush Wealth Partners
RIAAUM $260KTEAM 1REPS 1
Millennial Financial Planning
RIAAUM $256KTEAM 1REPS 1
Mostt Inc.
RIASherman Oaks, CA
AUM $254KTEAM 4REPS 2
Hill and Labarre Wealth Management
RIAAUM $253KTEAM 3REPS 3
Other AUM ranges
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