RIAs: Under $100M AUM
12,977 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Bass Rocks, LLC / Bass Rocks Asset Management
RIAAUM $16.3MTEAM 3REPS 3
Mccauley Investment Advisory, LLC
RIAAUM $16.3MTEAM 2REPS 2
Salida Financial Advice And Planning
RIASalida, CO
AUM $16.3MREPS 1
Family First Wealth Management
RIASycamore, IL
AUM $16.3MTEAM 1REPS 1
J.R.Pluta Capital Management, Inc.
RIAPittsford, NY
AUM $16.3MTEAM 1REPS 1
Retiresharp Wealth Management, LLC
RIAAUM $16.3MTEAM 1REPS 1
SG Securities, LLC
RIAPrinceton, NJ
AUM $16.3MTEAM 2REPS 2
Evidencial Financial Consulting
RIAAUM $16.2MTEAM 1REPS 1
One Source Advisory Services, LLC
RIADecatur, GA
AUM $16.2MTEAM 1REPS 1
Northwood Wealth Management, LLC
RIASchaumburg, IL
AUM $16.2MTEAM 2REPS 2
360 Wealth Consultants, LLC
RIARoanoke, VA
AUM $16.2MTEAM 2REPS 1
Securities Brokerage Services
RIACarnegie, PA
AUM $16.2MTEAM 5REPS 4
Calibration Financial
RIAMilaca, MN
AUM $16.2MTEAM 1REPS 1
S & A Financial Strategies & Services, LLC
RIACherry Hill, NJ
AUM $16.2MTEAM 2REPS 2
LTS Financial Group
RIAFort Worth, TX
AUM $16.2MTEAM 1REPS 1
Lymanwealth LLC
RIAAlpine, UT
AUM $16.2MTEAM 3REPS 3
Covato Capital Management, LLC
RIAAUM $16.2MTEAM 4REPS 3
Cincinnati Wealth Management, Inc.
RIACincinnati, OH
AUM $16.2MTEAM 1REPS 1
Van Meter Associates, LLC
RIAAUM $16.2MTEAM 2REPS 2
Green Vista Asset Management LLC
RIAWinter Park, FL
AUM $16.2MTEAM 7REPS 6
HG Capital Advisors, LLC
RIAAUM $16.2MTEAM 3REPS 3
Boelte O'Hara Wealth Management
RIAClarksville, VA
AUM $16.2MTEAM 1REPS 1
Living Earth Investments, LLC
RIAAUM $16.2MTEAM 1REPS 1
WMC Capital Management, LLC
RIAConcord, NC
AUM $16.2MTEAM 2REPS 2
Other AUM ranges
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