RIAs: Under $100M AUM
12,919 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Tres Wealth Management Group, LLC
RIAChino, CA
AUM $65MTEAM 1REPS 2
Sigma Advisors, LLC
RIAAUM $65MTEAM 1REPS 1
Malatai Capital LLC
RIANew York, NY
AUM $65MTEAM 3REPS 3
Carnegie Wealth Management LLC
RIAAUM $65MTEAM 2REPS 3
Proper Financial, LLC
RIAWayne, PA
AUM $65MTEAM 3REPS 3
Timothy J Mcdonald Cpa Cfp
RIALake Barrington, IL
AUM $65MTEAM 1REPS 1
Swords Capital Management, LLC
RIAAUM $65MTEAM 1REPS 1
Myra Wealth
RIAAUM $65MTEAM 1REPS 1
Rosci Lamb, LLC
RIANew York, NY
AUM $65MTEAM 1REPS 1
Kingsley Advisors, LLC
RIAAUM $65MTEAM 2REPS 1
Wealth For You Financial, LLC
RIAGrand Blanc, MI
AUM $65MTEAM 3REPS 4
Nashua Capital Management LLC
RIANashua, NH
AUM $65MTEAM 1REPS 1
Lincoln Management
RIAAUM $64.9MTEAM 2REPS 2
JAM Capital Partners
RIASt Simons Island, GA
AUM $64.9MTEAM 3REPS 1
Capital Area Planning Group
RIAWashington, DC
AUM $64.8MTEAM 4REPS 4
Strategy Cap, LLC
RIABend, OR
AUM $64.8MTEAM 2REPS 2
Legacy Wealth Concepts
RIABaton Rouge, LA
AUM $64.8MTEAM 2REPS 3
Crossplan Money Management
RIASeminole, FL
AUM $64.8MTEAM 3REPS 1
Dominion Capital Wealth Advisors
RIANorfolk, VA
AUM $64.8MTEAM 2REPS 2
Limerick Financial Group, LLC
RIALimerick, PA
AUM $64.8MTEAM 3REPS 2
Strategic Financial, LLC
RIASouth Windsor, CT
AUM $64.7MTEAM 2REPS 2
RP Zeigler Investment Services
RIAPeoria, IL
AUM $64.7MTEAM 1REPS 1
Draxis Asset Management, LLC
RIAAUM $64.7MTEAM 1REPS 2
Focused Mission Financial
RIASan Diego, CA
AUM $64.7MTEAM 2REPS 1
Other AUM ranges
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