RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Trendcalc Dynamics
RIAColumbus, OH
AUM $35.1MTEAM 1REPS 1
Pharmd Financial Planning LLC
RIAOwatonna, MN
AUM $35.1MTEAM 1REPS 1
Modern Financial
RIAMonument, CO
AUM $35MTEAM 3REPS 3
Luminate Financial Planning
RIAAUM $35MTEAM 1REPS 1
Shalom Global Capital Group LLC
RIASan Jose, CA
AUM $35MTEAM 1REPS 1
Ten Talents Asset Management
RIAAUM $35MTEAM 1REPS 1
Simply Steward
RIACentennial, CO
AUM $35MTEAM 1REPS 1
Grand Slam Asset Management, LLC
RIAEnglewood Cliffs, NJ
AUM $35MTEAM 2REPS 2
Montecito Capital Management
RIASanta Barbara, CA
AUM $35MTEAM 1REPS 1
Leatherback Asset Management, LLC
RIAPalm Beach Gardens, FL
AUM $35MTEAM 1REPS 1
Talomon Capital Limited
RIALondon
AUM $35MTEAM 6REPS 2
JCM Capital Management
RIAAUM $35MTEAM 1REPS 1
Lawrence J. Chazen, Inc.
RIACarmel, CA
AUM $35MTEAM 1REPS 1
Harnett Investment Advisers LLC
RIAAUM $35MTEAM 2REPS 1
Logan Financial Planning LLC
RIAAUM $35MTEAM 2REPS 3
Del Principe O'Brien Financial Advisors
RIAIndianapolis, IN
AUM $35MTEAM 1REPS 1
Placera Capital Management LLC
RIAAUM $35MTEAM 1REPS 1
Creative Capital Wealth Management Group
RIAChester Springs, PA
AUM $35MTEAM 5REPS 5
Financialmd, LLC
RIAOkemos, MI
AUM $35MTEAM 1REPS 1
Tobin Investment Planning LLC
RIAAUM $35MTEAM 1REPS 1
Eminence Wealth Management Inc.
RIAOrlando, FL
AUM $35MTEAM 4REPS 4
Optimus Advisory Group
RIAIrvine, CA
AUM $35MTEAM 2REPS 2
Capstan LLC
RIAAUM $35MTEAM 2REPS 2
Jack Point Advisors, LLC
RIAAUM $35MTEAM 1REPS 1
Other AUM ranges
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