RIAs: Under $100M AUM
12,868 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Plectrum Advisers LLC
RIAAUM $72.5MTEAM 2REPS 2
Stone Securities Inc.
RIAClarks Green, PA
AUM $72.5MTEAM 4REPS 4
Mdrn Wealth
RIAVenice, CA
AUM $72.5MTEAM 2REPS 4
Hebert Advisory Services Inc
RIALittleton, CO
AUM $72.4MTEAM 5REPS 5
WPM Wealth Advisors LLC
RIASaratoga Springs, NY
AUM $72.4MTEAM 3REPS 3
Lorintine Capital
RIADallas, TX
AUM $72.3MTEAM 3REPS 2
Planning Associates Wealth Management, LLC
RIAMetairie, LA
AUM $72.3MTEAM 3REPS 2
Trasatti Wealth Planning, LLC
RIABaltimore, MD
AUM $72.3MTEAM 1REPS 1
Breiter Wealth Management, LLC
RIASaint Louis, MO
AUM $72.3MTEAM 3REPS 4
Safe Money Solutions, LLC
RIAAUM $72.3MTEAM 2REPS 2
Irving Planning & Investments, Ltd.
RIACentennial, CO
AUM $72.3MTEAM 2REPS 2
Burkart Financial Group, Inc.
RIASt Petersburg, FL
AUM $72.2MTEAM 1REPS 1
Rise Wealth Partners LLC
RIAMechanicsville, VA
AUM $72.2MTEAM 1REPS 1
Monroe Wealth Management LLC
RIASan Francisco, CA
AUM $72.2MTEAM 1REPS 1
Aurora Pointe Capital Management, LLC
RIAVienna, VA
AUM $72.2MTEAM 1REPS 1
Forever Financial Advisors, LLC
RIAAUM $72.2MTEAM 1REPS 1
Seastrunk Financial Management, LLC
RIAFlorence, SC
AUM $72.2MTEAM 2REPS 2
Titan Financial Services, LLC
RIAEmerson, NJ
AUM $72.2MTEAM 1REPS 1
Saint Louis Investment Advisors Inc
RIACollinsville, IL
AUM $72.2MTEAM 1REPS 1
R. Seeger Wealth Management, Ltd
RIALindenhurst, NY
AUM $72.1MTEAM 1REPS 1
Convergent Financial Group
RIAMount Pleasant, SC
AUM $72.1MTEAM 3REPS 2
Buckeye Wealth Management LLC
RIAWesterville, OH
AUM $72.1MTEAM 4REPS 4
Boulder Investment Group
RIAOverland Park, KS
AUM $72.1MTEAM 3REPS 1
Greenport Financial Advisers Inc.
RIANorth Canton, OH
AUM $72.1MTEAM 3REPS 3
Other AUM ranges
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