RIAs: Under $100M AUM
12,995 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Trasatti Wealth Planning, LLC
RIABaltimore, MD
AUM $72.3MTEAM 1REPS 1
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
Ashe Benefits 401(K) Advisory Services, Ltd.
RIANaperville, IL
AUM $72.1MTEAM 1REPS 1
Stylus Capital LLC
RIAIstanbul
AUM $72MTEAM 1REPS 2
Affinity Financial Advisory
RIAAllen Park, MI
AUM $72MTEAM 2REPS 2
Messina Wealth Management, LLC
RIADallas, TX
AUM $72MTEAM 2REPS 2
Franco Financial Advisors, Inc.
RIANew York, NY
AUM $72MTEAM 3REPS 3
Paratus Wealth Management, LLC
RIALong Lake, MN
AUM $72MTEAM 1REPS 1
Harvest Capital Assets, LLC
RIAAUM $72MTEAM 3REPS 3
Private Wealth Management, LLC
RIAExton, PA
AUM $72MTEAM 2REPS 1
Other AUM ranges
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