RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Blue Room Investment Advisors
RIADenver, CO
AUM $12.4MTEAM 4REPS 1
Upstate Financial Planning, LLC
RIAAUM $12.4MTEAM 1REPS 1
Stone Legacy Capital LLC
RIARaleigh, NC
AUM $12.4MTEAM 2REPS 2
Honorable Financial Services, LLC
RIAAUM $12.4MTEAM 1REPS 1
Thomas Capital Management, LLC
RIAAUM $12.4MTEAM 1REPS 1
Consonance Wealth Management
RIALos Gatos, CA
AUM $12.4MTEAM 1REPS 1
MVK Financial Planning, LLC
RIAAUM $12.4MTEAM 1REPS 1
Greyhawk Advisors LLC
RIAAUM $12.4MTEAM 1REPS 1
Digiovanni Financial Group, LLC
RIAAUM $12.4MTEAM 1REPS 1
High Knoll Wealth Advisors, LLC
RIALexington, KY
AUM $12.4MTEAM 3REPS 3
Grass Capital LLC
RIAHouston, TX
AUM $12.4MTEAM 1REPS 1
Kisco Capital, LLC
RIAAUM $12.4MTEAM 1REPS 1
Rockwealth Financial LLC
RIAIrvine, CA
AUM $12.4MTEAM 1REPS 1
Brannen & Lyle Investment Company
RIABainbridge, GA
AUM $12.4MTEAM 3REPS 3
First Light Investment Advisors
RIAAUM $12.4MTEAM 3REPS 3
Moneylion
RIANew York, NY
AUM $12.4MTEAM 13REPS 2
Global Impact Wealth Management
RIAAUM $12.4MTEAM 1REPS 1
Safe Landing Financial
RIAPlano, TX
AUM $12.4MTEAM 1REPS 1
Family Tree Wealth Advisors, LLC
RIAMt Juliet, TN
AUM $12.4MTEAM 1REPS 1
Sjostrom Financial Planning Inc.
RIAAUM $12.3MREPS 1
Albility Planning
RIAAUM $12.3MTEAM 1REPS 2
Creativevest Inc
RIAAUM $12.3MTEAM 1REPS 1
R L Capital, LLC
RIAOverland Park, KS
AUM $12.3MTEAM 1REPS 1
Brenneman Investment Adviser, LLC
RIAAUM $12.3MTEAM 1REPS 1
Other AUM ranges
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