RIAs: Under $100M AUM
12,992 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
AEP Management Company, LLC
RIASan Juan, PR
AUM $59.6MTEAM 1REPS 3
Sygnus Wealth Pr LLC
RIAGuaynabo, PR
AUM $59.6MTEAM 2REPS 6
Schenkelberg Investments, LLC
RIAAUM $59.5MTEAM 1REPS 1
Highmark, LLC
RIABrentwood, TN
AUM $59.5MTEAM 2REPS 2
Vega Financial LLC
RIAAUM $59.5MTEAM 2REPS 2
A-V Capital Management, LLC
RIAMetairie, LA
AUM $59.5MTEAM 2REPS 2
Opal Advisory LLC
RIABirmingham, AL
AUM $59.5MTEAM 3REPS 3
Mogul Wealth Management, Inc.
RIAManhattan Beach, CA
AUM $59.4MTEAM 2REPS 2
Guiding Wealth Management, LLC
RIARichardson, TX
AUM $59.4MTEAM 3REPS 3
Blue Rock Financial Services, Inc.
RIAAUM $59.4MTEAM 1REPS 1
Spinnaker Financial Group, LLC
RIAIndependence, OH
AUM $59.4MTEAM 1REPS 1
Lifegoals Financial Group
RIAOwosso, MI
AUM $59.4MTEAM 1REPS 1
Heronwood Capital LLC
RIAAUM $59.4MTEAM 1REPS 1
RNB Wealth Management Group
RIAAUM $59.4MTEAM 1REPS 1
Redfield, Blonsky & Starinsky, LLC
RIAWestfield, NJ
AUM $59.4MTEAM 3REPS 2
Lasting Legacy Wealth Management, LLC
RIAAlexandria, VA
AUM $59.3MTEAM 2REPS 1
Axion Wealth Advisors
RIASan Diego, CA
AUM $59.3MTEAM 3REPS 3
Mckelvey Wealth Management, LLC
RIATigard, OR
AUM $59.3MTEAM 1REPS 1
Munakata Associates LLC
RIAAUM $59.2MTEAM 1REPS 1
Larson Wealth Management, LLC
RIAWest Bend, WI
AUM $59.2MTEAM 1REPS 1
Solic Capital Management, LLC
RIAWellington, FL
AUM $59.2MTEAM 4REPS 5
AWM Global Advisors
RIASan Diego, CA
AUM $59.2MTEAM 4REPS 1
Rise Financial Partners
RIAAUM $59.1MTEAM 4REPS 4
Clearview Investments, LLC
RIAJenison, MI
AUM $59.1MTEAM 4REPS 4
Other AUM ranges
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