RIAs: Under $100M AUM
12,978 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Michael P Lynch Wealth Management, LLC
RIAStockton, CA
AUM $23.4MTEAM 2REPS 1
Proflex Finance
RIALos Gatos, CA
AUM $23.4MTEAM 1REPS 1
Battle Capital Asset Management LLC
RIAAUM $23.4MTEAM 1REPS 1
Head To Toe Financial Planning
RIAAUM $23.3MTEAM 1REPS 1
Gilbert Wealth
RIAAUM $23.3MTEAM 1REPS 1
Simply Human Advisors
RIAAUM $23.3MTEAM 1REPS 1
Wealth Management Consultants, LLC
RIAMobile, AL
AUM $23.3MTEAM 2REPS 2
Trilogy Investment Management, LLC
RIAAUM $23.3MTEAM 1REPS 1
Woven Capital, LLC
RIARedding, CA
AUM $23.3MTEAM 1REPS 2
Gantt Financial Advisors, LLC
RIADaphne, AL
AUM $23.3MTEAM 1REPS 1
Compass Rose Advisors, Inc.
RIASan Francisco, CA
AUM $23.3MTEAM 2REPS 2
Lindsey Wealth Management
RIAVincennes, IN
AUM $23.3MTEAM 1REPS 1
Birch Investment Management, L.L.C.
RIABrookings, SD
AUM $23.3MTEAM 1REPS 1
Anhinga Investment Partners
RIABrooklynn, NY
AUM $23.3MTEAM 1REPS 1
JV Global Capital, Inc.
RIAHouston, TX
AUM $23.3MTEAM 2REPS 6
Lakeland Investment Advisors, LLC
RIAAUM $23.3MTEAM 1REPS 1
Prestige Capital Management, LLC
RIAAUM $23.3MTEAM 2REPS 2
Tomassi Financial Planning, LLC
RIAAUM $23.3MTEAM 1REPS 2
Torre Financial
RIAAUM $23.2MTEAM 1REPS 1
KML Financial Services Group, L.L.C.
RIAManasquan, NJ
AUM $23.2MTEAM 2REPS 4
Steeley Advisory, LLC
RIABethesda, MD
AUM $23.2MTEAM 1REPS 1
Full Of Grace Financial
RIAAUM $23.2MTEAM 2REPS 2
Worthwise Financial Partners
RIAAUM $23.2MTEAM 1REPS 1
Financial Life Planning, LLC
RIAMarlton, NJ
AUM $23.2MTEAM 2REPS 1
Other AUM ranges
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