RIAs: Under $100M AUM
12,864 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Three Lakes Advisors, Inc.
RIAAUM $19.9MTEAM 1REPS 1
Creative Wealth Builders, LLC
RIAAUM $19.9MTEAM 1REPS 1
Lloyd Financial Group LLC
RIAUnion, KY
AUM $19.9MTEAM 2REPS 2
Fierro, Christopher P
RIAAUM $19.9MTEAM 1REPS 1
Protected Capital Management
RIAAUM $19.9MTEAM 2REPS 2
Prospect Trading LLC
RIAAUM $19.9MTEAM 1REPS 1
Roosevelt Advisors LLC
RIAAUM $19.9MTEAM 2REPS 2
Lynch Retirement Advisors, LLC
RIACanal Winchester, OH
AUM $19.8MTEAM 1REPS 1
Dominion Financial Consultants, LLC
RIAAUM $19.8MREPS 1
Andy Millard Advisory, LLC
RIAAUM $19.8MTEAM 1REPS 1
Compass Private Wealth Consulting, LLC
RIAAUM $19.8MTEAM 1REPS 1
COX & Company Investment Advisors, Inc.
RIAAUM $19.8MTEAM 1REPS 1
Sabana Capital Management, LLC
RIADallas, TX
AUM $19.8MTEAM 1REPS 1
Greenlife Advisors, LLC
RIAHarrison, NY
AUM $19.8MTEAM 1REPS 1
Shepherd Financial LLC
RIAWoodstock, GA
AUM $19.8MTEAM 1REPS 1
Taxdude Financial Advisor
RIAAUM $19.8MTEAM 1REPS 1
Hoover Capital, L.L.C.
RIAAUM $19.8MTEAM 1REPS 1
Ficadenti Tandon Asset Management, Inc.
RIAAUM $19.8MTEAM 2REPS 2
Corax Asset Management
RIAJackson, WY
AUM $19.8MTEAM 1REPS 1
Icon Financial Services LLC
RIAPortland, OR
AUM $19.7MTEAM 3REPS 3
Copia Wealth Management Advisors, Inc.
RIASan Diego, CA
AUM $19.7MTEAM 3REPS 3
Austin Financial Strategies, Inc.
RIAIndianapolis, IN
AUM $19.7MTEAM 1REPS 1
DLB Wealth Advisors LLC
RIAAUM $19.7MTEAM 1REPS 1
John A. Poole-Financial Advisor
RIAHermitage, TN
AUM $19.7MTEAM 1REPS 1
Other AUM ranges
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