RIAs: Under $100M AUM
12,863 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Jackson Taylor Investment Securities
RIAAUM $16MTEAM 1REPS 1
SW Advisors, LLC
RIARoyal Oak, MI
AUM $16MTEAM 1REPS 1
Balser Wealth Management, LLC
RIAAUM $16MTEAM 1REPS 1
The Summit Group
RIASan Antonio, TX
AUM $16MTEAM 2REPS 2
Larrea Wealth Management
RIANew York, NY
AUM $16MTEAM 1REPS 1
Leep Asset Management, LLC
RIACharlotte, NC
AUM $16MTEAM 1REPS 1
Aperture Advisors LLC
RIAAUM $16MTEAM 1REPS 2
Jackson Private Wealth Management, Inc.
RIACocoa, FL
AUM $16MTEAM 2REPS 1
Walla Walla Wealth Advisors
RIAWalla Walla, WA
AUM $16MTEAM 2REPS 2
MKG Financial Group, Inc.
RIAPortland, OR
AUM $16MTEAM 2REPS 2
Spring City Partners, LLC
RIAAUM $16MTEAM 1REPS 1
Hunter Value Capital LLC
RIADallas, TX
AUM $16MTEAM 1REPS 1
Wayne Financial LLC
RIAAUM $16MTEAM 2REPS 2
Barac Capital Management, LLC
RIAAustin, TX
AUM $15.9MTEAM 1REPS 1
BOZ & Company LLC
RIALake Oswego, OR
AUM $15.9MTEAM 1REPS 1
Reatherford Wealth Management LLC
RIAPeoria, IL
AUM $15.9MTEAM 1REPS 1
Cottonwood Asset Management LLC
RIASalt Lake City , UT
AUM $15.9MTEAM 3REPS 4
Wave Wealth Planning, LLC
RIAAUM $15.9MTEAM 1REPS 1
Edwin Lane Financial Services, LLC
RIAAUM $15.9MTEAM 2REPS 1
Favrile Financial
RIAAUM $15.9MTEAM 1REPS 1
Kirchner Financial Group
RIAAUM $15.9MTEAM 1REPS 1
Ocotillo Wealth Management LLC
RIAScottsdale, AZ
AUM $15.9MTEAM 2REPS 2
Thinkplansave
RIAAUM $15.9MTEAM 1REPS 1
Summit Private Wealth, LLC
RIAAUM $15.9MTEAM 1REPS 1
Other AUM ranges
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