RIAs: Under $100M AUM
12,992 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Kadisak Financial Services, Inc.
RIANaperville, IL
AUM $65.5MTEAM 3REPS 3
Center Peak Financial
RIADurham, NC
AUM $65.5MTEAM 2REPS 1
Northport Investment Management, LLC
RIARadnor, PA
AUM $65.4MTEAM 1REPS 1
Evolution Vision Wealth Management
RIAAUM $65.4MTEAM 3REPS 2
Gump And Mchugh Asset Management
RIAAUM $65.4MTEAM 2REPS 2
Eagle's Crest Advisors, LLC
RIAHuntington, NY
AUM $65.3MTEAM 1REPS 2
Zenith Advisory Group, LLC
RIACenterville, OH
AUM $65.3MTEAM 2REPS 2
Fintegrity
RIAAUM $65.3MTEAM 2REPS 1
Beacon Park Capital, LLC
RIAAUM $65.3MTEAM 1REPS 1
Pinnacle Retirement & Financial Planning
RIASan Rafael, CA
AUM $65.2MTEAM 1REPS 1
Wealth & Wellness Group, LLC
RIABrighton, MI
AUM $65.2MTEAM 1REPS 1
Florence Capital Advisors, LLC
RIAAUM $65.2MTEAM 3REPS 3
N Financial Plans
RIAHuntington, NY
AUM $65.2MTEAM 1REPS 1
Mount Financial Freedom
RIAAUM $65.2MTEAM 1REPS 1
Blue Water Financial Investor Coaching, LLC
RIAEaston, PA
AUM $65.2MTEAM 1REPS 1
Stahl Wealth Management, LLC
RIALancaster, PA
AUM $65.2MTEAM 1REPS 1
Allstreet Wealth
RIAAUM $65.1MTEAM 4REPS 3
Jehm Wealth & Retirement, LLC
RIASimpsonville, SC
AUM $65.1MTEAM 6REPS 3
Truvista Advisors LLC
RIARedmond, WA
AUM $65.1MTEAM 2REPS 2
Final Ascent Wealth Advisors, LLC
RIALafayette, LA
AUM $65.1MTEAM 2REPS 2
Jade & Cowry LLC
RIAArlington, VA
AUM $65.1MTEAM 2REPS 2
Watts Capital Partners LLC
RIAAUM $65.1MTEAM 5REPS 6
The Getzen Group, Inc.
RIAScottsdale, AZ
AUM $65.1MTEAM 2REPS 1
Murray Financial Advisors LLC
RIATyngsboro, MA
AUM $65.1MTEAM 2REPS 1
Other AUM ranges
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