RIAs: Under $100M AUM
12,986 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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
Markettrend Advisors, Ltd.
RIAAUM $32.9MTEAM 3REPS 6
Serene Point Advisors LLC
RIAAUM $32.9MTEAM 2REPS 2
Focused Compounding Capital Management, LLC
RIADallas, TX
AUM $32.9MTEAM 2REPS 2
Theory Planning Partners
RIAAUM $32.9MTEAM 3REPS 3
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
Other AUM ranges
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