RIAs: Under $100M AUM
12,919 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Focused Finances, LLC
RIAOakland, CA
AUM $67.8MTEAM 1REPS 1
Steel Canyon Capital, LLC
RIAPhoenix, AZ
AUM $67.8MTEAM 2REPS 2
H&S Tax And Wealth Advisors LLC
RIARed Bank, NJ
AUM $67.8MTEAM 3REPS 3
Measured Financial
RIARoseville, CA
AUM $67.7MTEAM 3REPS 3
Sea Clear Financial Planning, LLC
RIABrielle, NJ
AUM $67.7MTEAM 1REPS 1
Roseline Capitol Advisors, LLC
RIARichmond, VA
AUM $67.7MTEAM 5REPS 3
R. H. Hansford & Company, Inc.
RIAAUM $67.7MTEAM 2REPS 2
Black Hill Capital Partners, LLC
RIASan Francisco, CA
AUM $67.7MTEAM 1REPS 2
Erlandson Wealth Management
RIABeaverton, OR
AUM $67.7MTEAM 2REPS 2
Morrison Fiduciary Advisors, Inc.
RIAAUM $67.6MTEAM 1REPS 1
QVM Group LLC
RIAAUM $67.6MTEAM 1REPS 1
Wellington Adams Investment Advisory, LLC
RIAYork, PA
AUM $67.6MTEAM 5REPS 4
Truefocus Financial Partners
RIANorth Kingstown, RI
AUM $67.6MTEAM 2REPS 2
Twenty-First Century Financial Advisors Inc
RIAAUM $67.6MTEAM 1REPS 1
NTV Asset Management, LLC
RIAAUM $67.5MTEAM 2REPS 2
MB3 Consulting LLC
RIAGlendale, CA
AUM $67.5MTEAM 1REPS 1
Sovereign Asset Management
RIAAUM $67.5MTEAM 1REPS 2
Scottsdale Wealth Advisory LLC
RIAParadise Valley, AZ
AUM $67.4MTEAM 3REPS 1
Occam Capital Management, LLC
RIAPittsford, NY
AUM $67.4MTEAM 2REPS 1
Scout Asset Management
RIABeaverton, OR
AUM $67.4MTEAM 1REPS 1
Evolve Investing LLC
RIAAUM $67.4MTEAM 2REPS 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
Other AUM ranges
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