RIAs: Under $100M AUM
12,931 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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 1
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
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
RCL Capital Management
RIAAUM $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
Other AUM ranges
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