RIAs: Under $100M AUM
12,986 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Ballheim Financial LLC
RIAAUM $32.3MTEAM 1REPS 1
Glastonbury Cpa's Financial Advisors, LLC
RIAGlastonbury, CT
AUM $32.3MTEAM 1REPS 1
Venn Wealth & Benefit Services, LLC
RIAAltoona, PA
AUM $32.3MTEAM 4REPS 4
Megstar Financial Management Inc.
RIAAUM $32.3MTEAM 1REPS 1
Oberlin Wealth Partners, LLC
RIABryan, OH
AUM $32.3MTEAM 3REPS 1
Point Wealth, LLC
RIAWausau, WI
AUM $32.3MTEAM 1REPS 1
Strategic Wealth Management Solutions, LLC
RIAAUM $32.3MTEAM 1REPS 1
Burl Investment Management, LLC
RIALexington, KY
AUM $32.3MTEAM 1REPS 1
Worthview Capital Management LLC
RIANashville, TN
AUM $32.3MTEAM 1REPS 1
PCK Investments
RIAAUM $32.3MTEAM 1REPS 1
FIG Tree Wealth Management LLC
RIAMountainside, NJ
AUM $32.3MTEAM 1REPS 1
Glenmore Financial, Inc.
RIAAUM $32.2MTEAM 2REPS 3
Quantum Wealth Strategies, LLC
RIAAUM $32.2MTEAM 2REPS 2
Greatdane Investment LLC
RIAAUM $32.2MTEAM 2REPS 2
Harrison Capital Management LLC
RIAAUM $32.2MTEAM 1REPS 1
Jeffrey A. Drayton Financial Group, Inc.
RIAMaple Grove, MN
AUM $32.2MTEAM 3REPS 3
The Planning Associates, Inc.
RIAPhoenix, AZ
AUM $32.2MTEAM 1REPS 1
Figtree Financial Advisors, LLC
RIASanta Clara, CA
AUM $32.2MTEAM 2REPS 2
Attune Financial Planning, LLC
RIAAUM $32.2MTEAM 2REPS 1
DJA Capital Management, LP
RIANew York, NY
AUM $32.2MTEAM 2REPS 2
Continental Nine Financial Management, LLC
RIAAUM $32.1MTEAM 1REPS 1
Gerald L. Delon, Phd
RIAAUM $32.1MTEAM 1REPS 1
Hedgefield Wealth Management
RIAAUM $32.1MTEAM 1REPS 1
Mavros Capital Management, LLC
RIANew York, NY
AUM $32.1MTEAM 6REPS 1
Other AUM ranges
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