RIAs: Under $100M AUM
12,919 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
The Retirement Planners, USA, LLC
RIAPensacola, FL
AUM $60.3MTEAM 2REPS 2
Onplane Financial Advisors
RIAAUM $60.3MTEAM 1REPS 1
MJB Financial Planning
RIALincoln, NE
AUM $60.2MTEAM 2REPS 2
Prescott Investor Services, Inc.
RIAPrescott, AZ
AUM $60.2MTEAM 1REPS 1
Gray Oak Capital Management, LLC
RIAGreenwich, CT
AUM $60.2MTEAM 4REPS 2
Nichols Investment Management
RIAAUM $60.2MTEAM 1REPS 1
Fortitude Financial Planning LLC
RIAAUM $60.2MTEAM 2REPS 2
Blackstone Real Estate Advisors V L.P.
RIANew York, NY
AUM $60.2MTEAM 374REPS 4
Goldiron Gp LLC
RIANew York, NY
AUM $60.2MTEAM 1REPS 1
Intentional Wealth Partners
RIACleveland, OH
AUM $60.1MTEAM 4REPS 4
Fairway Asset Management, Inc.
RIASan Ramon, CA
AUM $60.1MTEAM 1REPS 1
R & R Financial Planners, Inc.
RIAEast Meadow, NY
AUM $60.1MTEAM 3REPS 6
Triathlon Partners LLC
RIAAUM $60.1MTEAM 1REPS 1
Van Nostrand Wealth Management LLC
RIASan Diego, CA
AUM $60.1MTEAM 3REPS 3
Wealth Ambassadors, LLC
RIALake St Louis, MO
AUM $60.1MTEAM 1REPS 1
Halo Investment Services, LLC
RIAManhasset, NY
AUM $60MTEAM 24REPS 25
Retire Right Wealth Management
RIAMason, OH
AUM $60MTEAM 5REPS 1
VIP Financial Associates
RIAWoodbury, MN
AUM $60MTEAM 1REPS 1
Canon Asset Management Advisory, LLC
RIAParadise Valley, AZ
AUM $60MTEAM 1REPS 1
Mustang Capital Management, LLC
RIAAUM $60MTEAM 1REPS 1
MD Wealth Partners, Inc
RIAWestlake Village, CA
AUM $60MTEAM 2REPS 2
Vaughn Investment Advisors Inc
RIATustin, CA
AUM $60MTEAM 2REPS 2
Hunter Capital Management Inc.
RIAAUM $60MTEAM 1REPS 1
Crinite Financial Strategies
RIALas Vegas, NV
AUM $60MTEAM 1REPS 1
Other AUM ranges
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