RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Capital Design Private Wealth LLC
RIAPortsmouth, NH
AUM $96MTEAM 2REPS 2
Financial Services Of Northeast Wisconsin, Inc.
RIAAUM $96MTEAM 1REPS 1
Christian Curry Batchelder, Cfp
RIAAUM $96MTEAM 1REPS 1
Smart Choice Financial Planning, Inc.
RIAAUM $96MTEAM 1REPS 1
Meyers Wealth Management
RIAPalo Alto, CA
AUM $96MTEAM 1REPS 1
ITI Financial Management
RIASpringfield, MO
AUM $96MTEAM 2REPS 1
Quinn Financial Planning, LLC
RIAOrland Park, IL
AUM $96MTEAM 1REPS 1
Eastward Capital Partners, LLC
RIAWest Newton, MA
AUM $96MTEAM 12REPS 2
Dancourt Management, LLC
RIAAUM $95.9MTEAM 1REPS 1
Willis Financial Services, Inc.
RIAAUM $95.9MTEAM 1REPS 1
Crest Wealth Advisors LLC
RIAAnnapolis, MD
AUM $95.8MTEAM 2REPS 3
Kris Lewicki & Associates, LLC
RIACoral Springs, FL
AUM $95.8MTEAM 3REPS 3
Axiom Value Wealth Management LLC
RIARockville, MD
AUM $95.8MTEAM 10REPS 5
Circle City Wealth Management LLC
RIACarmel, IN
AUM $95.7MTEAM 1REPS 1
Heller Private Wealth
RIAFort Lauderdale, FL
AUM $95.7MTEAM 3REPS 2
Nexpoint Insurance Solutions, L.P.
RIADallas, TX
AUM $95.7MTEAM 4REPS 3
Buckeye Financial Solutions, Inc.
RIACanton, OH
AUM $95.7MTEAM 1REPS 1
Leonard Investment Advisors Inc.
RIAOklahoma City, OK
AUM $95.7MTEAM 6REPS 9
Basa Advisors
RIADallas, TX
AUM $95.7MTEAM 14REPS 4
Focus Point Capital LLC
RIAAUM $95.6MTEAM 2REPS 2
Heights Investment Partners, LLC
RIAHouston, TX
AUM $95.6MTEAM 2REPS 1
Kuleana Wealth Advisors
RIALos Altos, CA
AUM $95.6MTEAM 1REPS 1
Base Management Co
RIATowson, MD
AUM $95.5MTEAM 1REPS 2
Pinnacle Wealth Management, LLC
RIADyersburg, TN
AUM $95.5MTEAM 2REPS 2
Other AUM ranges
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