RIAs: Under $100M AUM
12,995 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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
Plectrum Advisers LLC
RIAAUM $72.5MTEAM 2REPS 2
Stone Securities Inc.
RIAClarks Green, PA
AUM $72.5MTEAM 4REPS 4
Atlas Lifestyle Planning Group LLC
RIAWestminster, CO
AUM $72.5MTEAM 1REPS 1
Mdrn Wealth
RIAVenice, CA
AUM $72.5MTEAM 2REPS 1
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
Other AUM ranges
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