RIAs: Under $100M AUM
12,868 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
9 Stream Capital Partners LLC
RIALeawood, KS
AUM $73.9MTEAM 3REPS 2
Prosperifi LLC
RIADes Plaines, IL
AUM $73.9MTEAM 4REPS 1
Oceanus Capital Partners, LLC
RIAPonte Vedra, FL
AUM $73.9MTEAM 1REPS 1
De Luchi Investment Management
RIAAUM $73.8MTEAM 1REPS 1
Thompson Private Wealth
RIASioux Falls, SD
AUM $73.8MTEAM 1REPS 2
Reye Partners Asset Management LLC
RIAAUM $73.8MTEAM 1REPS 1
Farrell Financial, Inc.
RIAThousand Oaks, CA
AUM $73.7MTEAM 1REPS 1
Monteith Wealth
RIABozeman, MT
AUM $73.7MTEAM 6REPS 2
Faison Capital LLC
RIAAUM $73.7MTEAM 1REPS 1
Sunglow Wealth Advisory LLC
RIASnellville, GA
AUM $73.7MTEAM 2REPS 2
Transwestern Capital Advisors, LLC
RIANewport, RI
AUM $73.7MTEAM 1REPS 1
Timepiece Financial Planning, Inc.
RIABattle Ground, WA
AUM $73.7MTEAM 3REPS 1
Bella Wealth Management, LLC
RIARoswell, GA
AUM $73.7MTEAM 5REPS 4
Mountain View Financial Advisors
RIAAUM $73.6MTEAM 1REPS 1
Grow With Me
RIAAUM $73.6MTEAM 3REPS 3
Align Financial Advisors, LLC
RIAMckinney, TX
AUM $73.6MTEAM 3REPS 3
Allos Investment Advisors, LLC
RIAOverland Park, KS
AUM $73.6MTEAM 9REPS 9
COY Capital Management
RIAMonroeville, PA
AUM $73.6MTEAM 5REPS 1
Acrylic Financial, Inc.
RIAFountain Hills, AZ
AUM $73.5MTEAM 21REPS 23
Retirement Resource Wealth Management, LLC
RIAWest Fargo, ND
AUM $73.5MTEAM 3REPS 3
Resilient Asset Management
RIAMemphis, TN
AUM $73.5MTEAM 3REPS 1
Anthony Investment Management, LLC
RIAWheeling, WV
AUM $73.5MTEAM 1REPS 1
Wealth Management Consultants, LLC
RIAAUM $73.5MTEAM 1REPS 1
Lewis Advisory Group
RIAAUM $73.5MTEAM 1REPS 1
Other AUM ranges
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