RIAs: Under $100M AUM
12,931 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Markettrend Advisors, Ltd.
RIAAUM $32.9MTEAM 3REPS 6
Serene Point Advisors LLC
RIAAUM $32.9MTEAM 2REPS 3
Focused Compounding Capital Management, LLC
RIADallas, TX
AUM $32.9MTEAM 2REPS 2
Theory Planning Partners
RIAAUM $32.9MTEAM 3REPS 4
Celaya Wealth Management
RIAAUM $32.9MTEAM 3REPS 2
Incline Investment Management, LLC
RIAIncline Village, NV
AUM $32.9MTEAM 3REPS 3
Comal Wealth Management
RIANew Braunfels, TX
AUM $32.9MTEAM 1REPS 1
Flourish Financial Planning
RIAGrapevine, TX
AUM $32.9MTEAM 4REPS 4
Wychick Investment Advisors, Inc.
RIAAUM $32.8MTEAM 2REPS 2
O'Reilly Wealth Advisors
RIAAUM $32.8MTEAM 1REPS 1
Glatt And Associates, LLC
RIAAUM $32.8MTEAM 1REPS 1
Rubik Capital Inc
RIAMiami, FL
AUM $32.8MTEAM 15REPS 5
Crestview Wealth Management, LLC
RIARockwall, TX
AUM $32.8MTEAM 4REPS 2
Halyard Financial, LLC
RIAAUM $32.8MTEAM 1REPS 1
Arca Capital Management
RIAMarina Del Rey, CA
AUM $32.8MTEAM 11REPS 5
Grace Financial Advisors LLC
RIAAUM $32.8MTEAM 1REPS 1
Positive Delta Asset Management LLC
RIALos Angeles, CA
AUM $32.8MTEAM 4REPS 4
Modern Financial Wellness
RIAPortsmouth, NH
AUM $32.8MTEAM 1REPS 1
Exchange Street Capital
RIASpring Lake, MI
AUM $32.8MTEAM 2REPS 2
Total Wealth Partners
RIAHouston, TX
AUM $32.7MTEAM 2REPS 2
Ascend Financial Advisers, Inc
RIAIrvine, CA
AUM $32.7MTEAM 1REPS 1
Jersey Shore Financial Advisors LLC
RIATinton Falls, NJ
AUM $32.7MTEAM 1REPS 1
Thi, Inc.
RIAAUM $32.7MTEAM 1REPS 1
Tabula Rasa Advisors, LLC
RIAMountain Brk, AL
AUM $32.7MTEAM 2REPS 2
Other AUM ranges
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