RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Oppoquest
RIAAUM $45.7MTEAM 3REPS 3
Glacier Investment Management
RIAKalispell, MT
AUM $45.7MTEAM 1REPS 1
Pope Wealth Planning, LLC
RIAAUM $45.7MTEAM 1REPS 1
Elliot Investment Management, LLC
RIAAUM $45.7MTEAM 1REPS 1
ALL One Wealth, LLC
RIAAUM $45.7MTEAM 1REPS 1
Pivot Investment Planning, LLC
RIASan Antonio, TX
AUM $45.7MTEAM 3REPS 3
Forward Thinking Wealth Management
RIAAUM $45.6MTEAM 1REPS 1
Independent Financial Planning
RIAAUM $45.6MTEAM 2REPS 2
Altior Capital
RIAWinter Park, FL
AUM $45.6MTEAM 1REPS 1
Round Table Financial
RIALittle Rock, AR
AUM $45.6MTEAM 3REPS 3
Veritas Investment Advisory Group LLC
RIAHendersonville, NC
AUM $45.6MTEAM 1REPS 1
Unest Advisers, LLC
RIALaramie, WY
AUM $45.6MTEAM 1REPS 2
Taylor Financial Management Inc
RIABexley, OH
AUM $45.6MTEAM 1REPS 1
Calcagnini Wealth Management, LLC
RIAAUM $45.5MTEAM 1REPS 1
Continuum Wealth Management, LLC
RIAAUM $45.5MTEAM 1REPS 1
Pendragon Capital Management, Inc.
RIAAUM $45.5MTEAM 4REPS 4
Straight Forward Wealth Management, LLC
RIARochester, NH
AUM $45.5MTEAM 2REPS 2
Trident Capital Advisors, LLC
RIAReno, NV
AUM $45.5MTEAM 1REPS 1
Millennium Portfolio Advisors
RIAAUM $45.5MTEAM 2REPS 2
Quantessence Capital
RIANew York, NY
AUM $45.5MTEAM 5REPS 3
Spinnaker Asset Management Inc.
RIAWarwick, RI
AUM $45.5MTEAM 5REPS 3
Galapagos Global Capital Management LLC
RIAMiami, FL
AUM $45.4MTEAM 6REPS 3
Auctus Wealth Management Inc.
RIAPhiladelphia, PA
AUM $45.4MTEAM 1REPS 1
United Global Advisors, LLC
RIABeverly Hills, CA
AUM $45.4MTEAM 1REPS 1
Other AUM ranges
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