RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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
SALTBOX FINANCIAL LLC
RIAAMESBURY, MA
AUM $97.3MTEAM 5REPS 5
FRONT STREET WEALTH MANAGEMENT
RIATRAVERSE CITY, MI
AUM $97.2MTEAM 2REPS 1
METRIC FINANCIAL, LLC
RIASIMSBURY, CT
AUM $97.2MTEAM 3REPS 1
FAITH FINANCIAL ADVISORS, INC.
RIALOVELAND, OH
AUM $97.2MTEAM 5REPS 2
WEALTH LEGACY GROUP, INC.
RIASAN DIEGO, CA
AUM $97.2MTEAM 2REPS 2
JAYCO WEALTH MANAGEMENT
RIAAUM $97.2MTEAM 2REPS 1
BARRISTER
RIAFORT WASHINGTON, PA
AUM $97.1MTEAM 1REPS 2
AMBERLAKE PARTNERS SAM
RIAMONACO
AUM $97.1MTEAM 7REPS 3
BERKSHIRE ADVISORS, INC.
RIAWYOMISSING, PA
AUM $97.1MTEAM 2REPS 2
SCOFIELD & COMPANY, LLC
RIAFAIRLAWN, OH
AUM $97MTEAM 5REPS 5
R.O.I.
RIALEHI, UT
AUM $97MTEAM 2REPS 3
ARKENSTONE FINANCIAL, LLC
RIAMONUMENT, CO
AUM $97MTEAM 4REPS 4
STRATACORE CAPITAL MANAGEMENT, LLC.
RIANew York, NY
AUM $97MTEAM 2REPS 2
WILKINSON CAPITAL MANAGEMENT, LLC
RIASAINT PAUL, MN
AUM $97MTEAM 2REPS 1
JPL ASSET MANAGEMENT AND PLANNING, LLC
RIANEWARK, DE
AUM $97MTEAM 3REPS 3
L.F. HOWARD ASSOCIATES INC
RIABOSTON, MA
AUM $96.9MTEAM 1REPS 1
SHEPHERD WEALTH & RETIREMENT LLC
RIATUCSON, AZ
AUM $96.9MTEAM 4REPS 3
TWEDDELL GOLDBERG INVESTMENT MANAGEMENT
RIAAUM $96.9MTEAM 2REPS 2
BOX FINANCIAL ADVISORS, LLC
RIAGRAPEVINE, TX
AUM $96.9MTEAM 4REPS 4
POWERHOUSE FINANCIAL ADVISORS, INC.
RIAMINDEN, NV
AUM $96.9MTEAM 1REPS 1
Other AUM ranges
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