RIAs: Under $100M AUM
12,931 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Wealth Span Capital Management
RIAAUM $36.9MTEAM 1REPS 1
JB Financial Services, Inc.
RIAAUM $36.9MTEAM 1REPS 1
Majority Asset Management, Inc.
RIAAUM $36.9MTEAM 1REPS 1
Axiom Founders Family Office
RIAScottsdale, AZ
AUM $36.9MTEAM 2REPS 2
Redmount Capital Partners LLC
RIANewport Beach, CA
AUM $36.9MTEAM 3REPS 2
Wharton Wealth Planning, LLC
RIANew York, NY
AUM $36.9MTEAM 1REPS 1
Dean Financial Advisory, LLC
RIAAUM $36.9MTEAM 1REPS 1
Tangent Retirement
RIAAUM $36.9MTEAM 1REPS 1
Diversified Capital Group
RIAAUM $36.8MTEAM 2REPS 2
K Wealth Advisors
RIAAUM $36.8MTEAM 1REPS 2
Red Sky Financial Planning, LLC
RIAAUM $36.8MTEAM 1REPS 1
Robert Gujral Cpa
RIAAUM $36.8MTEAM 1REPS 1
11 Financial
RIALufkin, TX
AUM $36.8MTEAM 6REPS 5
Silvis Financial
RIACharlotte, NC
AUM $36.8MTEAM 2REPS 1
Best Financial Life
RIAAUM $36.8MTEAM 2REPS 1
Open Door Investment Advisors, Inc.
RIAAUM $36.8MTEAM 2REPS 2
Falconer Group
RIATraverse City, MI
AUM $36.8MTEAM 1REPS 1
Miner Wealth Management
RIAAUM $36.8MTEAM 3REPS 3
Optima Capital Management
RIABillings, MT
AUM $36.8MTEAM 1REPS 1
Infinity Financial Strategies, LLC
RIAAUM $36.8MTEAM 1REPS 1
Elevate Investment Management, LLC
RIAScottsdale, AZ
AUM $36.8MTEAM 1REPS 1
DT Investments I LLC
RIAAUM $36.8MTEAM 1REPS 2
Sands Wealth Strategies, LLC
RIAAUM $36.7MTEAM 1REPS 1
Vault Financial, LLC
RIAAUM $36.7MTEAM 1REPS 1
Other AUM ranges
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