RIAs: Under $100M AUM
12,870 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Good Balance Fp LLC
RIALos Angeles, CA
AUM $33.9MTEAM 1REPS 1
Buswell Associates, Inc.
RIAAUM $33.8MTEAM 2REPS 2
Olympia Advisors LLC
RIAAUM $33.8MTEAM 1REPS 1
Gradow Capital Management, LLC
RIALake Oswego, OR
AUM $33.8MTEAM 1REPS 1
Samuels Financial Services, Inc.
RIAYoungstown, OH
AUM $33.8MTEAM 2REPS 1
Swan Dfw Financial Solutions, LLC
RIAAUM $33.8MTEAM 2REPS 2
Vintage Asset Management, LLC
RIAAUM $33.7MTEAM 1REPS 1
Skibek Wealth Management
RIAAUM $33.7MTEAM 1REPS 1
WAY Street Financial, LLC
RIABrunswick, OH
AUM $33.7MTEAM 5REPS 2
Strategic Advocates, LLC
RIASacramento, CA
AUM $33.7MTEAM 3REPS 3
Stone Oak Capital LLC
RIARochester, NY
AUM $33.7MTEAM 2REPS 2
MKN Wealth Management LLC
RIAAUM $33.7MTEAM 1REPS 1
Wealth Enhancement & Preservation, Inc.
RIAWestlake Village, CA
AUM $33.7MTEAM 2REPS 1
T.H. Rapko & Company, LLC
RIAMonterey, CA
AUM $33.7MTEAM 1REPS 1
Telsey Consumer Fund Management LP
RIANew York, NY
AUM $33.7MTEAM 5REPS 3
JCG Advisory Group, LLC
RIABozeman, MT
AUM $33.7MTEAM 1REPS 1
The Financial Group
RIADiamond Bar, CA
AUM $33.7MTEAM 2REPS 1
Meridian Asset Management
RIAAUM $33.6MTEAM 1REPS 1
Gkfo, LLC
RIAWest Conshohocken, PA
AUM $33.6MTEAM 19REPS 3
Lodestar Wealth, LLC
RIAProvidence, RI
AUM $33.6MTEAM 1REPS 1
R.G. Niederhoffer Capital Management, Inc.
RIASunny Isles Beach, FL
AUM $33.6MTEAM 24REPS 4
Hawtree Advisory Group, LLC
RIATucson, AZ
AUM $33.6MTEAM 3REPS 1
Lighthouse Financial & Consulting Services, LLC
RIASpringfield, IL
AUM $33.6MTEAM 1REPS 1
Goodman Asset Management, Inc.
RIAAUM $33.6MTEAM 1REPS 1
Other AUM ranges
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