RIAs: Under $100M AUM
12,992 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Grigg Financial, LLC
RIATimonium, MD
AUM $64.3MTEAM 2REPS 2
R & J Financial Partners, LLC
RIAWinchester, VA
AUM $64.3MTEAM 2REPS 2
Bowline Financial, LLC
RIAGrosse Pointe Woods, MI
AUM $64.2MTEAM 3REPS 2
Greater Than Financial
RIAAUM $64.2MTEAM 2REPS 2
Moneywell
RIAAUM $64.2MTEAM 2REPS 2
Springdale Capital
RIAAUM $64.2MTEAM 1REPS 1
Lagos Wealth Advisors
RIADiamond Bar, CA
AUM $64.2MTEAM 4REPS 3
Miller Capital Management, Inc.
RIABethesda, MD
AUM $64.1MTEAM 1REPS 1
Goto Financial
RIAAUM $64.1MTEAM 2REPS 2
Golden Financial Services
RIAPortsmouth, NH
AUM $64.1MTEAM 1REPS 1
RCA Wealth Strategies LLC
RIAOverland Park, KS
AUM $64.1MTEAM 3REPS 3
Rohr Capital Management
RIAParkersburg, WV
AUM $64.1MTEAM 3REPS 2
Holland Investment Management, Inc.
RIAFort Worth, TX
AUM $64.1MTEAM 3REPS 2
Cavalot Capital
RIATruckee, CA
AUM $64.1MTEAM 2REPS 2
Plan & Act
RIAAUM $64MTEAM 4REPS 3
Wealth Management Partners LLC
RIAAUM $64MREPS 1
Morgan Financial Incorporated
RIAOley, PA
AUM $64MTEAM 5REPS 1
Saint Joseph Advisors LLC
RIAMiami, FL
AUM $64MTEAM 3REPS 3
BWS Investment Management, LLC
RIAHouston, TX
AUM $64MTEAM 5REPS 2
Pro Capital LLC
RIASouthlake, TX
AUM $64MTEAM 3REPS 3
Lakeside Financial Planning, LLC
RIAAUM $64MTEAM 1REPS 1
Nash-Hasty Private Wealth Management
RIAPeoria, IL
AUM $64MTEAM 1REPS 1
Hyperion Wealth Management, LLC
RIAMaitland, FL
AUM $64MTEAM 2REPS 2
Convexity Wealth Management, LLC
RIASeattle, WA
AUM $63.9MTEAM 2REPS 2
Other AUM ranges
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