RIAs: Under $100M AUM
12,995 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Hendrickson Financial Services, LLC
RIADickinson, ND
AUM $71.6MTEAM 2REPS 2
Clockwise Capital LLC
RIAMiami, FL
AUM $71.5MTEAM 3REPS 2
Momentum Private Wealth Management
RIACedar Park, TX
AUM $71.5MTEAM 1REPS 1
HV Capital Management
RIAMontgomery, NY
AUM $71.5MTEAM 4REPS 4
Contour Financial
RIAOrland Park, IL
AUM $71.5MTEAM 3REPS 3
Andrews Capital Management Inc
RIACoronado, CA
AUM $71.4MTEAM 1REPS 1
Phingers And Toze Investments, LLC
RIAAUM $71.4MTEAM 1REPS 1
Smart Stewardship Advisors
RIAAUM $71.4MTEAM 1REPS 1
Pelican Wealth Advisors, LLC
RIABonita Springs, FL
AUM $71.4MTEAM 4REPS 3
Madison Global Advisors LLC
RIAHauppauge, NY
AUM $71.4MTEAM 8REPS 8
Wickford Wealth Management, LLC
RIANorth Kingstown, RI
AUM $71.4MTEAM 1REPS 1
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 4
DBA Olson Associates
RIARoswell, GA
AUM $71.1MTEAM 4REPS 1
Christensen Capital, LLC
RIAAUM $71.1MTEAM 3REPS 3
Other AUM ranges
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