RIAs: Under $100M AUM
12,863 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Hgturner Associates LLC
RIAAUM $13.5MTEAM 2REPS 2
Well-Planned Financial LLC
RIAStaunton, VA
AUM $13.5MTEAM 1REPS 1
Dunphy Wealth Management, Inc.
RIACincinnati, OH
AUM $13.5MTEAM 2REPS 2
Aneuvia Capital
RIAAUM $13.5MTEAM 1REPS 2
Gamsg Financial Advisors LLC
RIAMcdonough, GA
AUM $13.5MTEAM 1REPS 1
Stream Financial Advice, LLC
RIAAUM $13.5MTEAM 1REPS 1
Evenkiehl, LLC
RIAAUM $13.5MTEAM 1REPS 1
Fiduciary Tactical Strategies, Inc.
RIAChesterfield, MO
AUM $13.4MTEAM 2REPS 2
Shareks Stock Portfolios
RIAAUM $13.4MTEAM 1REPS 1
Harmonic Capital, LLC
RIAAUM $13.4MTEAM 6REPS 3
Weisberg Capital Management
RIAAUM $13.4MTEAM 2REPS 2
Regista Financial Strategies, LLC
RIADenver, CO
AUM $13.4MTEAM 3REPS 3
Ford Financial Fitness
RIAAUM $13.4MTEAM 1REPS 1
Blue Keel Financial Planning
RIAWestport, CT
AUM $13.4MTEAM 1REPS 1
Agile Financial Planning, LLC
RIAAUM $13.4MTEAM 1REPS 1
Wealth Protection Management
RIAAUM $13.4MTEAM 1REPS 1
Oak Tree Wealth Management
RIACorpus Christi, TX
AUM $13.4MTEAM 1REPS 2
Dreamwork Financial Group
RIABirmingham, AL
AUM $13.4MTEAM 1REPS 1
Tara Wealth
RIAAUM $13.4MTEAM 2REPS 2
Templeton Financial Planning
RIAAUM $13.4MTEAM 2REPS 2
South Ocean Management Ltd.
RIAWanchai
AUM $13.4MTEAM 4REPS 6
Integrated Capital Management, Inc
RIACarson, CA
AUM $13.4MTEAM 1REPS 1
Bybee Wealth Management LLC
RIAAUM $13.4MTEAM 1REPS 1
Guardian Capital Group LLC
RIAAUM $13.4MTEAM 1REPS 1
Other AUM ranges
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