RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Totem Wealth Management LLC
RIAAUM $13.1MTEAM 3REPS 2
Silicon Beach Financial LLC
RIAAUM $13MTEAM 1REPS 1
Stephen A. Dipisa Registered Investment Advisor
RIAAUM $13MTEAM 1REPS 1
Weisberg Capital Management
RIAAUM $13MTEAM 2REPS 2
Clothier Springs Capital Management, LLC
RIAAUM $13MTEAM 1REPS 1
PLW Financial
RIANew Braunfels, TX
AUM $13MTEAM 1REPS 1
Comprehensive Wealth Planning, LLC
RIAAUM $13MTEAM 1REPS 1
Fiduciary Architects LLC
RIANewport Beach, CA
AUM $13MTEAM 2REPS 2
ZEN Financial Planning, LLC
RIAAndover, MA
AUM $13MTEAM 1REPS 1
Freedom Financial Advisors, LLC
RIASouth Charleston, WV
AUM $13MTEAM 3REPS 3
Bruce Wood Capital, LLC
RIAShorewood, WI
AUM $13MTEAM 2REPS 2
Randall P Martin
RIAAUM $13MTEAM 1REPS 1
Evergreen Investment Management, LLC
RIAAUM $13MTEAM 1REPS 1
Revision Wealth Management LLC
RIAGainesville, FL
AUM $13MTEAM 3REPS 2
Clearview Financial Strategies LLC
RIAAUM $13MTEAM 1REPS 1
BE Investment Management
RIAAUM $13MTEAM 1REPS 1
Keaton Capital Management L.L.C.
RIAAUM $13MTEAM 1REPS 1
Argos Global Advisors, LLC
RIASanta Barbara, CA
AUM $13MTEAM 3REPS 3
Clarion River Adventures, LLC
RIACanton, OH
AUM $13MTEAM 1REPS 1
Broadcore Investments LP
RIAAUM $13MTEAM 3REPS 3
Knight Financial Investments
RIAAUM $13MTEAM 2REPS 2
Arène Capital Management LP
RIANew York, NY
AUM $13MTEAM 6REPS 2
Iron Oak Capital Management
RIAAUM $13MTEAM 2REPS 2
Private Capital Asset Management LLC
RIADarien, CT
AUM $13MTEAM 4REPS 4
Other AUM ranges
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