RIAs: Under $100M AUM
12,870 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Capstone Wealth Management, Inc
RIASanta Ana, CA
AUM $34.1MTEAM 2REPS 1
DES Financial Group, LLC
RIABrea, CA
AUM $34.1MTEAM 1REPS 1
Upstate Advisers Inc
RIAPittsford, NY
AUM $34.1MTEAM 1REPS 1
Perspective Advisors, LLC
RIABartlesville, OK
AUM $34MTEAM 3REPS 2
Capital Advisors
RIAAUM $34MTEAM 1REPS 1
Randy L. Copus and Associates,LLC
RIALakeview, OH
AUM $34MTEAM 2REPS 2
Callidus Capital Partners LLC
RIAAUM $34MTEAM 1REPS 1
Silverleaf Investment Group, LLC
RIAAUM $34MTEAM 1REPS 1
L M Franks Capital
RIAAUM $34MTEAM 1REPS 1
Forty Two Wealth LLC
RIAAUM $34MTEAM 2REPS 1
Southern California Wealth Management Associates
RIARolling Hills Estates, CA
AUM $34MTEAM 3REPS 3
Stillwater Financial
RIAStillwater, OK
AUM $34MTEAM 1REPS 1
Brightwork Wealth Management, LLC
RIAColorado Springs, CO
AUM $34MTEAM 2REPS 2
5280 Capital
RIADenver, CO
AUM $34MTEAM 2REPS 2
West Coast Financial Wealth Management, Inc
RIAWalnut Creek, CA
AUM $34MTEAM 1REPS 1
Sampatti Financial LLC
RIAAUM $34MTEAM 2REPS 2
Single Track Financial, Inc.
RIAWoburn, MA
AUM $34MTEAM 2REPS 2
Hauge Wealth Management, LLC
RIAAUM $34MTEAM 1REPS 1
Kedrec LLC
RIAOverland Park, KS
AUM $33.9MTEAM 1REPS 3
MMG Wealth Management
RIAAUM $33.9MTEAM 3REPS 2
PB Capital
RIASimi Valley, CA
AUM $33.9MTEAM 1REPS 1
Team Elevated Asset Management
RIAThousand Oaks, CA
AUM $33.9MTEAM 2REPS 2
Black Creek Wealth Management, LLC
RIAAUM $33.9MTEAM 1REPS 1
Janus Financial
RIAScottsdale, AZ
AUM $33.9MTEAM 3REPS 1
Other AUM ranges
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