RIAs: Under $100M AUM
12,922 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Geoffry H. Oshman, Cfp
RIAAUM $15.2MTEAM 1REPS 1
Sinopoli & Sinopoli Financial Services, LLC
RIAEast Syracuse, NY
AUM $15.2MTEAM 4REPS 4
Finial Point Capital Management LLC
RIAAUM $15.2MTEAM 1REPS 1
Boston Harbor Investment Management
RIABedford, MA
AUM $15.2MTEAM 3REPS 4
Elite Focus Private Wealth, LLC
RIAAUM $15.2MTEAM 1REPS 1
Marc Alan Wealth Management LLC
RIAAUM $15.2MTEAM 1REPS 1
Ocala Capital, LLC
RIAOcala, FL
AUM $15.1MTEAM 3REPS 3
Dukes Financial Group, LLC
RIAAUM $15.1MTEAM 2REPS 1
Cratus Capital, LLC
RIAAUM $15.1MTEAM 1REPS 1
Asset Wealth Advisors, LLC
RIAAUM $15.1MTEAM 1REPS 1
The Nlw Capital Group LLC
RIAAUM $15.1MTEAM 1REPS 1
KRS Tax & Investments Inc.
RIAAUM $15.1MTEAM 1REPS 1
James D. Maxon Financial Advisors, LLC
RIAAUM $15.1MTEAM 1REPS 1
Cedar Peak Wealth Advisors
RIAAUM $15.1MTEAM 1REPS 1
YGC Wealth
RIAAUM $15.1MTEAM 1REPS 1
Polymath Capital Advisors, LLC
RIAAUM $15.1MTEAM 1REPS 2
Haven Financial Solutions, Inc
RIAAUM $15MTEAM 1REPS 1
Bridgford Wealth Advisory, LLC
RIARock Island, IL
AUM $15MTEAM 2REPS 2
Winston Paul Capital Management, Inc.
RIATysons, VA
AUM $15MTEAM 1REPS 1
Weisberg Financial Services
RIAAUM $15MTEAM 1REPS 1
Veridos Capital LLC
RIAAUM $15MTEAM 6REPS 3
Serenity Alternative Investment Management, LLC
RIAArvada, CO
AUM $15MTEAM 1REPS 2
Amauta Financial
RIAAUM $15MTEAM 1REPS 1
Mighty Oak Management LLC
RIAAUM $15MTEAM 3REPS 3
Other AUM ranges
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