RIAs: Under $100M AUM
12,995 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
I3 Investment Partners, LLC
RIACarson City, NV
AUM $66.6MTEAM 3REPS 4
Advent Capital LLC
RIARoseville, CA
AUM $66.6MTEAM 2REPS 2
Cook & Associates
RIATroy, MI
AUM $66.5MTEAM 1REPS 1
Rockcliff Capital, LLC
RIAPittsburgh, PA
AUM $66.5MTEAM 1REPS 1
Barrack Yard Advisors, LLC
RIAChevy Chase, MD
AUM $66.5MTEAM 1REPS 1
Keystone Investment Advisors, LLC
RIAWexford, PA
AUM $66.5MTEAM 2REPS 2
Clarion Call Capital
RIANew York, NY
AUM $66.5MTEAM 1REPS 1
Riverside Investment Management, Inc.
RIAAUM $66.4MTEAM 1REPS 1
Living Room Wealth Management
RIAAUM $66.4MTEAM 1REPS 1
Forestview Financial Partners, LLC
RIAAUM $66.4MTEAM 2REPS 2
Steward Inc.
RIAAUM $66.4MTEAM 4REPS 2
4d Financial Advisors, LLC
RIAGlen Ellyn, IL
AUM $66.4MTEAM 1REPS 1
Roman Retirement Planning, LLC
RIAMashpee, MA
AUM $66.4MTEAM 3REPS 2
Plan Ahead Financial Management, Inc.
RIAAbilene, TX
AUM $66.4MTEAM 2REPS 2
Long View Financial Services, Inc
RIAAUM $66.3MTEAM 2REPS 2
Mifi Wealth, LLC
RIABoulder, CO
AUM $66.3MTEAM 4REPS 4
Camelot Wealth Management, LLC
RIAAUM $66.3MTEAM 3REPS 3
Adams-Hansen & Associates
RIAMinnetonka, MN
AUM $66.3MTEAM 3REPS 3
Toner Asset Management Group, Inc.
RIAVirginia Beach, VA
AUM $66.3MTEAM 1REPS 1
Alexis Advisors
RIAAUM $66.2MTEAM 2REPS 2
Vision Wealth Planning, LLC
RIAGlen Allen, VA
AUM $66.2MTEAM 2REPS 1
C & C Financial Services, Inc.
RIAGreat Neck, NY
AUM $66.2MTEAM 2REPS 2
Coastal Way Financial Group, LLC
RIAWest Palm Beach, FL
AUM $66.2MTEAM 1REPS 3
Isgam US LLC
RIAWest Palm Beach, FL
AUM $66.2MTEAM 5REPS 3
Other AUM ranges
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