RIAs: Under $100M AUM
12,906 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Rhodes Capital Management, Inc.
RIABatavia, IL
AUM $20MTEAM 1REPS 1
Financial Planning Services, Inc.
RIAFort Lauderdale, FL
AUM $20MTEAM 2REPS 2
Marketcycle Wealth Management, LLC
RIAAUM $20MTEAM 1REPS 1
Adtigo Investment Advisors, LLC
RIAAUM $20MTEAM 2REPS 3
Medora Value Equity, LLC
RIAMobile, AL
AUM $20MTEAM 2REPS 1
BP Capital Fund Advisors, LLC
RIAAUM $20MTEAM 2REPS 2
Paraiba Wealth Management LLC
RIAAUM $20MTEAM 2REPS 2
Marathon Wealth Management, LLC
RIAAUM $20MTEAM 1REPS 1
Cornerstone Asset Management, Inc.
RIANaperville, IL
AUM $20MTEAM 1REPS 1
Integrative Financial Strategies
RIAAUM $20MTEAM 1REPS 1
JBP Financial LLC
RIAAUM $20MTEAM 1REPS 1
Fiduciary Insight, LLC
RIAAUM $20MTEAM 1REPS 1
Two Fish Management
RIAAUM $20MTEAM 1REPS 2
Penn Wealth Management
RIAOverland Park, KS
AUM $20MTEAM 1REPS 1
Synergy Wealth Advisors, LLC
RIAAUM $20MTEAM 1REPS 1
Yarash Global Solutions Inc.
RIAGlendale, CA
AUM $20MTEAM 20REPS 2
Patel Capital Management
RIAAUM $20MTEAM 1REPS 1
360 Degrees Capital Management LLC
RIAAUM $20MTEAM 3REPS 1
Create Wealth Financial Planning LLC
RIAAUM $20MTEAM 1REPS 1
KDB Asset Management, LLC
RIANew York, NY
AUM $20MTEAM 2REPS 2
Northrock Investments, Pllc
RIAAUM $20MTEAM 1REPS 1
Taylor Frigon Family Office, LLC
RIAScottsdale, AZ
AUM $20MTEAM 11REPS 7
Strategic Capital Planning, Inc.
RIAAUM $20MTEAM 1REPS 1
CNL Fund Advisors II, LLC
RIAOrlando, FL
AUM $19.9MTEAM 6REPS 4
Other AUM ranges
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