RIAs: Under $100M AUM
12,868 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Legacy Wealth Group
RIALas Vegas, NV
AUM $67.4MTEAM 2REPS 2
Retirement Income Advisory Group LLC
RIAWoodbridge, NJ
AUM $67.4MTEAM 1REPS 1
Scout Asset Management
RIABeaverton, OR
AUM $67.4MTEAM 1REPS 1
Schnell Financial Group, LLC
RIASedalia, MO
AUM $67.3MTEAM 5REPS 4
Integritt Wealth Management, LLC
RIAStuart, FL
AUM $67.3MTEAM 2REPS 1
Steadfast Financial Services
RIAAUM $67.3MTEAM 2REPS 3
Gemmer, Robert Arden
RIAHealdsburg, CA
AUM $67.3MTEAM 1REPS 1
Granville Wealth Management, Inc.
RIAAUM $67.3MTEAM 1REPS 1
Equity Management Group
RIAAUM $67.3MTEAM 3REPS 3
Chlastawa, Allan F.
RIAAUM $67.2MTEAM 1REPS 1
Heaphy Investments, LLC
RIAAUM $67.2MTEAM 3REPS 2
L & M Wealth Management and Retirement Solutions, LLC
RIAOklahoma City, OK
AUM $67.2MTEAM 2REPS 2
Change Wealth Advisors
RIAAUM $67.2MTEAM 2REPS 2
Seva Funds, LLC
RIAAUM $67.2MTEAM 1REPS 1
CSH Investment Management
RIATaylorville, IL
AUM $67.2MTEAM 2REPS 2
Van Liew Capital Inc
RIAProvidence, RI
AUM $67.2MTEAM 5REPS 12
Echo Advisory LLC
RIAAUM $67.2MTEAM 1REPS 1
Athletes Financial Advisers, LLC
RIAWestlake, OH
AUM $67.1MTEAM 1REPS 1
Mission Retirement
RIATomball, TX
AUM $67.1MTEAM 2REPS 1
Tyndall Stroud Wealth Management, LLC
RIAWinterville, NC
AUM $67.1MTEAM 3REPS 3
Telegraph Equity Partners Limited
RIACarmel, IN
AUM $67.1MTEAM 2REPS 2
Presidio Financial, LLC
RIAHouston, TX
AUM $67.1MTEAM 2REPS 2
Regan Investments, Inc.
RIAMinnetonka, MN
AUM $67MTEAM 3REPS 3
Zeiser Wealth Management LLC
RIAHot Springs, AR
AUM $67MTEAM 4REPS 2
Other AUM ranges
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