RIAs: Under $100M AUM
12,864 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Tactical Tax Wealth Management
RIAPhoenix, AZ
AUM $27.8MTEAM 3REPS 2
Big Rock Advisors LLC
RIASag Harbor, NY
AUM $27.8MTEAM 3REPS 3
FO Investments, LLC
RIACanton, OH
AUM $27.8MTEAM 2REPS 3
MLN Investments LLC
RIABolingbrook, IL
AUM $27.7MTEAM 1REPS 1
Clearview Capital
RIAHolland, MI
AUM $27.7MTEAM 1REPS 1
Profit Strategies, Inc.
RIAAUM $27.7MTEAM 1REPS 1
Stackhouse Enterprises
RIASedalia, MO
AUM $27.7MTEAM 4REPS 1
Invest Capital LLC
RIAAUM $27.7MTEAM 1REPS 1
Clark Brown, LLC
RIAAthens, GA
AUM $27.7MTEAM 2REPS 2
Hinde Group LLC
RIASan Francisco, CA
AUM $27.7MTEAM 1REPS 1
Victory Wealth Management, LLC
RIAAUM $27.7MTEAM 1REPS 1
TJ Capital Holdings LLC
RIAAUM $27.7MTEAM 2REPS 1
Stivers Wealth Management
RIAKnoxville, TN
AUM $27.6MTEAM 2REPS 2
The Haggerty Investment Group, LLC
RIARidgewood, NJ
AUM $27.6MTEAM 1REPS 1
Artica Financial Services LLC
RIAAnchorage, AK
AUM $27.6MTEAM 1REPS 1
Durham Wealth Management, LLC
RIAAUM $27.6MTEAM 1REPS 1
Bloomwood
RIAAUM $27.6MTEAM 3REPS 1
Thompson & Thompson Investment Advisors, Inc.
RIAAUM $27.6MTEAM 2REPS 2
Sample Financial Solutions, LLC
RIAAUM $27.6MTEAM 1REPS 1
Beacon Financial Partners
RIAAUM $27.6MTEAM 1REPS 1
Olson Tax & Financial Planning
RIAAUM $27.6MREPS 2
Velmark Capital Management LLC
RIASan Francisco, CA
AUM $27.6MTEAM 1REPS 1
Triflame Capital
RIARoseville, CA
AUM $27.6MTEAM 1REPS 1
Lach Financial
RIALouisville, KY
AUM $27.6MTEAM 1REPS 1
Other AUM ranges
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