RIAs: Under $100M AUM
12,977 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Mark Sharp Retirement
RIAAUM $15MTEAM 1REPS 1
Northbrook Financial Group, LLC
RIAAuburn, CA
AUM $15MTEAM 1REPS 1
Veterinary Financial Group LLC
RIAAUM $15MTEAM 1REPS 1
Andrews Investment Management
RIAAugusta, GA
AUM $15MTEAM 1REPS 1
Fawley Wealth International
RIAAUM $15MTEAM 1REPS 1
Redwood Financial Advisors, Inc
RIASan Rafael, CA
AUM $15MTEAM 1REPS 1
Hardy Financial Planning
RIAAUM $15MTEAM 1REPS 1
Sevensuede Investment Advisor
RIAAUM $15MTEAM 1REPS 3
Alliance Advisors Wealth Management LLC
RIANovi, MI
AUM $15MTEAM 1REPS 1
Principled Advisors, Inc.
RIAAUM $15MTEAM 1REPS 1
The Playbook Advizor
RIAAUM $15MTEAM 1REPS 1
Roventini Financial Services, Inc
RIANew City, NY
AUM $15MTEAM 1REPS 1
JLA Investment Management
RIAAUM $15MTEAM 1REPS 1
Voltz Asset Management Inc.
RIAAUM $15MTEAM 1REPS 1
Mighty Oak Management LLC
RIAAUM $15MTEAM 3REPS 3
Lupu Financial
RIAWestlake Village, CA
AUM $15MTEAM 1REPS 2
Copper Ridge Wealth Management, LLC
RIALakewood, OH
AUM $15MREPS 1
Prestonwood Capital Management, LLC
RIAPlano, TX
AUM $15MTEAM 1REPS 1
Hazel Ridge Advisors, LLC
RIAAUM $15MTEAM 1REPS 1
Pointe Equity Partners LLC
RIAAUM $15MTEAM 1REPS 1
D/B/A Financial Awareness Institute
RIASharon, WI
AUM $15MTEAM 1REPS 1
Retirement Solutions
RIAAUM $15MTEAM 1REPS 1
Viagem, LLC
RIASaint Louis, MO
AUM $15MTEAM 1REPS 1
Pro Tax Financial Services, LLC
RIAMesa, AZ
AUM $15MTEAM 7REPS 1
Other AUM ranges
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