RIAs: Under $100M AUM
12,868 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Lanes Wealth Management LLC
RIAIrvine, CA
AUM $73MTEAM 2REPS 2
J Beaver Investment Advisors Inc
RIAEl Paso, TX
AUM $73MTEAM 1REPS 1
Soard Financial Management, LLC
RIAEdmond, OK
AUM $73MTEAM 2REPS 2
New Heights Planning
RIAHouston, TX
AUM $73MTEAM 1REPS 1
Tactical Rotation Management, LLC
RIAForest Hills, NY
AUM $73MTEAM 1REPS 2
Carter Capital Management
RIAAUM $73MTEAM 1REPS 1
Heritage House Asset Management
RIABoston, MA
AUM $72.9MTEAM 2REPS 2
Wyatt Wealth Management
RIAArlington, WA
AUM $72.9MTEAM 1REPS 1
Financial Advisors Consortium, Inc.
RIAPittsburgh, PA
AUM $72.9MTEAM 3REPS 1
PAC Capital, LLC
RIAAUM $72.9MTEAM 2REPS 1
Kraus Capital Management, LLC
RIASan Antonio, TX
AUM $72.9MTEAM 2REPS 1
Oakvale Investments Inc.
RIAAUM $72.9MTEAM 1REPS 1
Schayot Financial LLC
RIAMetairie, LA
AUM $72.8MTEAM 1REPS 1
Roche Financial Partners LLC
RIAAUM $72.8MTEAM 1REPS 1
Jordan Wealth Management
RIAPocatello, ID
AUM $72.7MTEAM 4REPS 4
Horizons Financial Planning
RIAMidland, TX
AUM $72.7MTEAM 1REPS 1
Meridian Financial Services, Inc.
RIAAUM $72.7MTEAM 5REPS 2
JCB Financial, Inc.
RIAAUM $72.7MTEAM 1REPS 1
Farnsley Wealth Management, LLC
RIAPort St Joe, FL
AUM $72.7MTEAM 3REPS 1
The Bycoff Group LLC
RIAAUM $72.6MTEAM 2REPS 2
Investus Financial
RIANewport Beach, CA
AUM $72.6MTEAM 1REPS 1
Periphas Capital, LP
RIANew York, NY
AUM $72.6MTEAM 4REPS 2
Lifecraft Wealth Management
RIASunrise, FL
AUM $72.6MTEAM 3REPS 1
Volkman Wealth Management, LLC
RIAAUM $72.5MTEAM 1REPS 1
Other AUM ranges
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