RIAs: Under $100M AUM
12,995 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Shorepine Wealth Management, LLC
RIAAUM $70.8MTEAM 1REPS 2
Fulbright Financial Consulting, Pa
RIADurham, NC
AUM $70.8MTEAM 1REPS 1
Optimum Wealth Management, LLC
RIAAUM $70.8MTEAM 2REPS 2
Sovereign
RIAVienna, VA
AUM $70.7MTEAM 2REPS 2
Fiduciary Management Group, LLC
RIANew York, NY
AUM $70.7MTEAM 2REPS 2
Lifeline Financial, LLC
RIAWethersfield, CT
AUM $70.7MTEAM 2REPS 1
Westerly Investments, Inc.
RIANewport Beach, CA
AUM $70.6MTEAM 2REPS 2
Ataraxis Advisors LLC
RIALansing, MI
AUM $70.6MTEAM 2REPS 2
Wiseman & Associates Wealth Management
RIAMiddleburg, VA
AUM $70.6MTEAM 3REPS 2
Rogers Investment Advisors, LLC
RIASanta Clara, CA
AUM $70.6MTEAM 1REPS 1
Gateway Asset Management, LLC
RIAIndependence, OH
AUM $70.6MTEAM 1REPS 1
Madrona Wealth Management LLC
RIAAUM $70.6MTEAM 1REPS 1
Blueskye Investment Advisers, LLC
RIAOrlando, FL
AUM $70.5MTEAM 3REPS 3
CBS Funding, Inc.
RIABroadview Heights, OH
AUM $70.5MTEAM 3REPS 3
Outpost Advisors, LLC
RIAAUM $70.5MTEAM 2REPS 2
Course 26, LLC
RIAFort Worth, TX
AUM $70.5MTEAM 3REPS 2
CPK Wealth Management LLC
RIAAUM $70.5MTEAM 1REPS 1
Mcavoy Kemp Wealth Management, LLC
RIAColumbus, IN
AUM $70.5MTEAM 2REPS 3
Baobab Wealth Management
RIAAUM $70.4MTEAM 2REPS 2
MDX Wealth Management
RIASugar Land, TX
AUM $70.3MTEAM 7REPS 7
Watch Guard Capital LLC
RIAAUM $70.3MTEAM 2REPS 2
Laurence Financial Planning LLC
RIAAUM $70.3MTEAM 1REPS 1
Stonebrook Capital Management, Inc.
RIAOak Park, IL
AUM $70.3MTEAM 3REPS 3
Firelands Wealth Management, LLC
RIAHuron, OH
AUM $70.3MTEAM 4REPS 3
Other AUM ranges
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