RIAs: Under $100M AUM
12,992 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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
RCM Robinson Capital Management LLC
RIASacramento, CA
AUM $61.8MTEAM 1REPS 1
Moreau Investment Management Co
RIAAUM $61.8MTEAM 2REPS 2
Freewood Private Wealth Management, LLC
RIAAUM $61.8MTEAM 1REPS 1
Cultivate Financial Group LLC
RIALos Gatos, CA
AUM $61.7MTEAM 1REPS 1
Nextgen Wealth
RIAAUM $61.7MTEAM 1REPS 1
Ridinger Wealth Management, LLC
RIAVancouver, WA
AUM $61.7MTEAM 1REPS 1
Macro Strategy Advisors
RIAMiami, FL
AUM $61.7MTEAM 7REPS 2
Cubed Systems
RIAAUM $61.7MTEAM 1REPS 1
Forever Young Integrated Wealth
RIABrighton, MI
AUM $61.7MTEAM 2REPS 2
Pelion Investment Advisors, Inc.
RIATampa, FL
AUM $61.6MTEAM 3REPS 3
Other AUM ranges
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