RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Altai Capital Management, L.P.
RIAAUM $49.8MTEAM 4REPS 2
First Light Wealth
RIAHershey, PA
AUM $49.8MTEAM 1REPS 1
Defiant Capital Group
RIAWarrendale, PA
AUM $49.8MTEAM 3REPS 2
Buie Investment Advisors, LLC
RIACharlotte, NC
AUM $49.8MTEAM 2REPS 2
Boundary Creek Advisors LP
RIAAUM $49.8MTEAM 4REPS 1
Dalton Financial LLC
RIAAUM $49.8MTEAM 1REPS 1
Jason Janes Wealth Management, Inc.
RIAPrinceton, MN
AUM $49.8MTEAM 2REPS 2
Launch Financial Planning
RIAAndover, MA
AUM $49.8MTEAM 2REPS 2
Boulevard Investment Management LLC
RIASanta Monica, CA
AUM $49.8MTEAM 1REPS 1
Investor Resources Inc
RIABothell, WA
AUM $49.8MTEAM 2REPS 2
A To Z Financial Planning LLC
RIAOak Creek, WI
AUM $49.8MTEAM 2REPS 2
Bedrock Investment Advisors
RIAScottsdale, AZ
AUM $49.8MTEAM 6REPS 3
Wealthwise Financial Solutions, LLC
RIAAUM $49.8MTEAM 1REPS 1
Albright Capital Management LP
RIAArlington, VA
AUM $49.8MTEAM 7REPS 5
Eastspring US
RIAChicago, IL
AUM $49.7MTEAM 7REPS 3
Beyond Financial Planning, LLC
RIABethesda, MD
AUM $49.7MTEAM 1REPS 1
Time Value Of Money, L.P.
RIAAustin, TX
AUM $49.7MTEAM 1REPS 1
Vista Way Advisors
RIAAUM $49.7MTEAM 3REPS 2
Halcyon Investment Advisor
RIAAUM $49.7MTEAM 3REPS 6
Mac Adams Wealth Advisors, LLC
RIAAUM $49.7MTEAM 1REPS 1
GT Financial, Ltd., L.L.C.
RIAMandeville, LA
AUM $49.7MTEAM 1REPS 1
Wealth Strategies Group
RIAAUM $49.7MTEAM 6REPS 2
Buff Capital Management, LLC
RIAAUM $49.7MREPS 1
Bridgewater Advisory Group LLC
RIACrystal City, MO
AUM $49.7MTEAM 4REPS 2
Other AUM ranges
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