RIAs: Under $100M AUM
12,992 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Norseman Advisory Group, Inc.
RIANewport News, VA
AUM $60.5MTEAM 4REPS 2
Lucey Investment Management, LLC
RIAAUM $60.5MTEAM 1REPS 1
Xstar Fund Management LLC
RIAAUM $60.4MTEAM 2REPS 3
Investment Advisors Group, LLC
RIAJacksonville, IL
AUM $60.4MTEAM 2REPS 2
46 North Financial
RIAAUM $60.4MTEAM 1REPS 1
Summit Wealth Strategies Group, LLC
RIAAUM $60.4MTEAM 1REPS 1
HWC Financial
RIAManchester Center, VT
AUM $60.4MTEAM 3REPS 2
Passage Global Capital Management, LLC
RIABettendorf, IA
AUM $60.4MTEAM 4REPS 4
FWI Wealth Management LLC
RIAAUM $60.4MTEAM 1REPS 1
Nfi, LLC
RIASeven Fields, PA
AUM $60.4MTEAM 2REPS 2
Somerville Associates
RIAAUM $60.4MTEAM 2REPS 2
Leif Clarke Wealth Management, Inc.
RIAAshland, KY
AUM $60.3MTEAM 1REPS 2
Interwest Investment Advisors, Inc
RIABoise, ID
AUM $60.3MTEAM 2REPS 2
Centralis Capital LLC
RIAPrairie Village, KS
AUM $60.3MTEAM 2REPS 1
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
RIABangor, ME
AUM $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
Other AUM ranges
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