RIAs: Under $100M AUM
12,919 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Torma Capital LLP
RIALondon
AUM $62.1MTEAM 5REPS 4
Castle Wealth Group Investments LLC
RIABrighton, MI
AUM $62.1MTEAM 1REPS 1
Blackhawk Wealth Advisors
RIADanville, CA
AUM $62.1MTEAM 1REPS 1
Statera Financial, LLC
RIAWalpole, MA
AUM $62.1MTEAM 3REPS 3
Reinking Financial Consulting
RIAAUM $62.1MTEAM 2REPS 2
Everest Financial Advisors, LLC
RIAHollywood, FL
AUM $62.1MTEAM 2REPS 2
Beacon Financial Planning, LLC
RIALogan, UT
AUM $62.1MTEAM 6REPS 5
Crafted Wealth Management
RIAAUM $62.1MTEAM 2REPS 1
Kendall Wealth LLC
RIACambridge, MA
AUM $62MTEAM 3REPS 1
Inflection Retirement Services
RIAWestlake Village, CA
AUM $62MTEAM 4REPS 4
Fee-Only Financial Planning
RIAAUM $62MTEAM 1REPS 1
Martin Financial Management
RIAAUM $62MTEAM 1REPS 1
Hyams Investments, Inc.
RIAAUM $62MTEAM 1REPS 1
CWS Wealth Partners
RIAOmaha, NE
AUM $62MTEAM 2REPS 2
Exhale Wealth
RIAAUM $62MTEAM 2REPS 1
Focusyou
RIARedwood City, CA
AUM $61.9MTEAM 1REPS 1
Safe Harbor Financial Planning & Investment Advisory, LLC
RIAStatesboro, GA
AUM $61.9MTEAM 1REPS 1
D. Mattersdorff LLC
RIALake Oswego, OR
AUM $61.9MTEAM 1REPS 3
Eddy Financial, LLC
RIASanta Monica, CA
AUM $61.9MTEAM 2REPS 2
Integrity Wealth Management LLC
RIAAUM $61.9MTEAM 4REPS 1
Apple & Company, Inc.
RIAAUM $61.8MTEAM 1REPS 1
Deramus Wealth Management, LLC
RIAPlano, TX
AUM $61.8MTEAM 1REPS 1
Salient Advisors, L.P.
RIADallas, TX
AUM $61.8MTEAM 95REPS 7
Retirement Income Planning LLC
RIAMadison, WI
AUM $61.8MTEAM 6REPS 3
Other AUM ranges
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