RIAs: Under $100M AUM
12,931 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Cardinal Wealth Partners, LLC
RIAChapel Hill, NC
AUM $33.1MTEAM 1REPS 1
Tactical Investment Advisors, LLC
RIAHuntersville, NC
AUM $33.1MTEAM 3REPS 3
Bluewater Wealth Management, LLC
RIAAUM $33.1MTEAM 1REPS 1
Lee Capital Management #1 LLC
RIAAUM $33.1MTEAM 1REPS 1
Mcmillan Analysis Corporation
RIAAUM $33.1MTEAM 9REPS 5
Harvest Advisors, LLC
RIACanton, OH
AUM $33.1MTEAM 3REPS 3
Telos Solutions
RIAAUM $33MTEAM 1REPS 1
Johannsen & Associates, Inc.
RIASanta Barbara, CA
AUM $33MTEAM 1REPS 1
Aust Financial Advisory, LLC
RIAAUM $33MTEAM 1REPS 1
Soloman Hill I LLC
RIAAUM $33MTEAM 2REPS 2
Lumen Capital Management, L.L.C.
RIAAUM $33MTEAM 1REPS 1
Versailles Financial, LLC
RIAAUM $33MTEAM 1REPS 1
MW Investment Advisor, LLC
RIAAUM $33MTEAM 1REPS 1
Kairos Capital Advisors, LLC
RIAAUM $33MTEAM 1REPS 1
Personal Asset Management
RIASt Petersburg, FL
AUM $33MTEAM 1REPS 1
PDM Investment Services, LLC
RIAAUM $33MTEAM 1REPS 1
Agave Wealth Advisors
RIATucson, AZ
AUM $33MTEAM 1REPS 1
Lamarque Atlas
RIAPasadena, CA
AUM $33MTEAM 3REPS 1
LEO Wealth Management, LLC
RIAStaten Island, NY
AUM $33MTEAM 1REPS 1
Figa Capital Management LLC
RIAAUM $33MTEAM 1REPS 1
Fundamental Advisors, Inc.
RIAHouston, TX
AUM $33MTEAM 1REPS 1
Sarmaya Partners, LLC
RIASan Antonio, TX
AUM $33MTEAM 6REPS 3
Under Par Planning LLC
RIAAUM $33MTEAM 2REPS 2
New Hyde Park Asset Management LLC
RIAWheaton, IL
AUM $33MTEAM 9REPS 4
Other AUM ranges
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