RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Defined Capital LLC
RIAOak Brook, IL
AUM $43.6MTEAM 1REPS 1
Retirement Portfolio Partners
RIAWarrenville, IL
AUM $43.6MTEAM 1REPS 1
Truvize Financial Planning
RIAEl Paso, TX
AUM $43.6MTEAM 2REPS 2
Grey Rhodes Advisors, LLC
RIAPalm Beach Gardens, FL
AUM $43.6MTEAM 2REPS 3
Northbound Wealth
RIAIndianapolis, IN
AUM $43.5MTEAM 2REPS 1
Pamet Advisors LLC
RIAAUM $43.5MTEAM 1REPS 1
Evoke Financial Services, LLC
RIAAUM $43.5MTEAM 1REPS 1
Tacoma Investment Group
RIAAUM $43.5MTEAM 1REPS 1
Lifetime Financial Foundations, LLC
RIAAUM $43.5MTEAM 1REPS 1
Next Gen Financial Planning
RIASan Diego, CA
AUM $43.5MTEAM 2REPS 2
Atlas Financial LLC
RIAOroville, CA
AUM $43.5MTEAM 1REPS 1
Linx Equities, LLC
RIAAUM $43.5MTEAM 1REPS 1
Chaikin Capital Management Inc.
RIAAUM $43.5MTEAM 1REPS 1
Monocacy Wealth Management, LLC
RIAFrederick, MD
AUM $43.5MTEAM 6REPS 3
Catalyze Wealth Management
RIACarmel, IN
AUM $43.4MTEAM 3REPS 2
Brio Financial Planning
RIAQuincy, MA
AUM $43.4MTEAM 1REPS 1
Parallel Wealth Management
RIARedding, CA
AUM $43.4MTEAM 1REPS 1
Valley Oak Investment Strategies LLC
RIAKalamazoo, MI
AUM $43.4MTEAM 7REPS 3
Esoterica Capital LLC
RIAAUM $43.4MTEAM 5REPS 5
Palmer Wealth Management LLC
RIAPrairieville, LA
AUM $43.4MTEAM 2REPS 2
Gold Canyon Financial Planning
RIAAUM $43.4MTEAM 2REPS 2
Neokai Capital
RIAHonolulu, HI
AUM $43.4MTEAM 3REPS 3
Arslan Capital Management LLC
RIACedar Park, TX
AUM $43.4MTEAM 10REPS 1
Elemental Capital Management, LLC
RIAAUM $43.4MTEAM 2REPS 2
Other AUM ranges
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