RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Waypoint Financial Planning LLC
RIAAUM $61.3MTEAM 1REPS 1
Actify Investor Retirements, LLC
RIAPeachtree Corners, GA
AUM $61.3MTEAM 2REPS 2
Fleckenstein Capital, Inc.
RIAAUM $61.3MTEAM 2REPS 2
Hamilton Financial Planning LLC
RIALakeway, TX
AUM $61.2MTEAM 1REPS 2
Performance Tracking Inc.
RIAAUM $61.2MTEAM 1REPS 1
Baynes Investment Counsel LLC
RIAFort Worth, TX
AUM $61.2MTEAM 4REPS 4
Philadelphia Partners Capital Management, LLC
RIABala Cynwyd, PA
AUM $61.2MTEAM 2REPS 3
Invest Track Financial, LLC
RIAAUM $61.2MTEAM 2REPS 2
Beacon Capital, LLC
RIADarien, CT
AUM $61.2MTEAM 1REPS 1
Cadena Financial Planning & Tax Services
RIASan Diego, CA
AUM $61.2MTEAM 1REPS 1
Itero Capital, LLC
RIAAUM $61.2MTEAM 1REPS 1
Colwyn Investments Lc
RIASouth Jordan, UT
AUM $61.2MTEAM 1REPS 1
Bluegrass Financial Planning, LLC
RIALouisville, KY
AUM $61.2MTEAM 1REPS 1
Envision Wealth Planners
RIAAUM $61.2MTEAM 1REPS 1
Integrated Financial Management, LLC
RIABoise, ID
AUM $61.2MTEAM 1REPS 1
Equitytrust
RIAAUM $61.2MTEAM 1REPS 1
Timpe & Timpe Financial Advisory Services, L.L.C.
RIAZionsville, IN
AUM $61.2MTEAM 2REPS 2
Anchor Capital Management, LLC
RIAIthaca, NY
AUM $61.2MTEAM 3REPS 1
John T. Mccarthy, LLC
RIAAUM $61.1MTEAM 1REPS 1
Richmark Private Wealth Management
RIAFrankenmuth, MI
AUM $61.1MTEAM 6REPS 5
Happyrich Capital
RIAAUM $61.1MTEAM 4REPS 4
RJG Financial
RIADallas, TX
AUM $61MTEAM 1REPS 1
Bayrock Financial, L.L.C.
RIAAUM $61MTEAM 2REPS 2
G.B. Allen Associates, Inc.
RIAMontvale, NJ
AUM $61MTEAM 2REPS 2
Other AUM ranges
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