RIAs: Under $100M AUM
12,868 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Oxford Park Management, LLC
RIAGreenwich, CT
AUM $71.4MTEAM 23REPS 7
CSJ Wealth Management, LLC
RIAAUM $71.4MTEAM 1REPS 2
The Goodland Group
RIAAUM $71.3MTEAM 4REPS 4
Baldwin Wealth Management, LLC
RIASaint Louis, MO
AUM $71.3MTEAM 1REPS 1
Azura Partners US LLC
RIANew York, NY
AUM $71.3MTEAM 6REPS 5
Palos Wealth Advisors, LLC
RIAPalos Heights, IL
AUM $71.3MTEAM 2REPS 1
Pilot Wealth Management
RIAAUM $71.3MTEAM 2REPS 4
The Ducoat Financial Group
RIAAUM $71.3MTEAM 1REPS 1
Keep It Simple Financial Planning
RIAOrange, CA
AUM $71.2MTEAM 2REPS 1
Omega Financial Investments & Insurance
RIAKirkland, WA
AUM $71.2MTEAM 6REPS 3
Vital Capital LLC
RIAClinton, IA
AUM $71.2MTEAM 5REPS 5
Clearpath Wealth Management, L.C.
RIAOverland Park, KS
AUM $71.2MTEAM 5REPS 4
DBA Olson Associates
RIARoswell, GA
AUM $71.1MTEAM 4REPS 1
Christensen Capital, LLC
RIAAUM $71.1MTEAM 3REPS 3
Main Street Financial
RIAPurchase, NY
AUM $71.1MTEAM 4REPS 3
Monthie Wealth Advisors
RIALatham, NY
AUM $71.1MTEAM 2REPS 2
Chisholm Wealth Management
RIABurleson, TX
AUM $71.1MTEAM 2REPS 2
Axia Asset Management, LLC
RIAAUM $71.1MTEAM 1REPS 1
Planrock Wealth Strategies, LLC
RIABrentwood, TN
AUM $71MTEAM 7REPS 6
Wisdom Capital Asset Management, LLC
RIAAUM $71MTEAM 2REPS 1
Unity Financial Planning Group LLC
RIAKennesaw, GA
AUM $71MTEAM 6REPS 6
Princeton Asset Management, LLC
RIABoca Raton, FL
AUM $71MTEAM 2REPS 2
Jasmijn Capital Management, LLC
RIAHighland, UT
AUM $71MTEAM 4REPS 2
Great Lakes Benefits and Wealth Management
RIASandusky, OH
AUM $71MTEAM 3REPS 2
Other AUM ranges
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