RIAs: Under $100M AUM

12,919 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Blue Water Financial Investor Coaching, LLC

RIA

Easton, PA

AUM $65.2MTEAM 1REPS 1

Stahl Wealth Management, LLC

RIA

Lancaster, PA

AUM $65.2MTEAM 1REPS 1

Allstreet Wealth

RIA

AUM $65.1MTEAM 4REPS 3

Jehm Wealth & Retirement, LLC

RIA

Simpsonville, SC

AUM $65.1MTEAM 6REPS 3

Truvista Advisors LLC

RIA

Redmond, WA

AUM $65.1MTEAM 2REPS 2

Final Ascent Wealth Advisors, LLC

RIA

Lafayette, LA

AUM $65.1MTEAM 2REPS 2

Jade & Cowry LLC

RIA

Arlington, VA

AUM $65.1MTEAM 2REPS 2

Watts Capital Partners LLC

RIA

AUM $65.1MTEAM 5REPS 6

The Getzen Group, Inc.

RIA

Scottsdale, AZ

AUM $65.1MTEAM 2REPS 1

Murray Financial Advisors LLC

RIA

Tyngsboro, MA

AUM $65.1MTEAM 2REPS 1

Drazga Wealth Advisors, LLC

RIA

Wexford, PA

AUM $65.1MTEAM 1REPS 1

Holland Capital Management LLC

RIA

Charlotte, NC

AUM $65.1MTEAM 1REPS 1

Legacy Family Office, LLC

RIA

Estero, FL

AUM $65.1MTEAM 3REPS 1

Alta Pacific Wealth Management LLC

RIA

Mission Viejo, CA

AUM $65MTEAM 1REPS 1

Defelice Capital Management LLC

RIA

AUM $65MTEAM 1REPS 1

Bone Asset Management

RIA

Bloomfield Hills, MI

AUM $65MTEAM 4REPS 1

Cela Wealth Management

RIA

Miami, FL

AUM $65MTEAM 3REPS 3

Retirement Roadmap Financial Planning

RIA

AUM $65MTEAM 1REPS 1

Vazirani Asset Management LLC

RIA

New York, NY

AUM $65MTEAM 3REPS 2

New Horizon Asset Management

RIA

Hot Springs, AR

AUM $65MTEAM 1REPS 1

Double Diamond Investment Group, LLC

RIA

Delray Beach, FL

AUM $65MTEAM 3REPS 2

DFG Wealth Management, LLC

RIA

Bartlett, IL

AUM $65MTEAM 3REPS 1

American Centurion Financial LLC

RIA

New York, NY

AUM $65MTEAM 1REPS 1

Summit Financial Management LLC

RIA

Mequon, WI

AUM $65MTEAM 1REPS 1

Other AUM ranges

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