RIAs: Under $100M AUM
12,910 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Tortoise Wealth Management
RIATempe, AZ
AUM $11.2MTEAM 1REPS 1
Berunda Capital Management
RIAPrinceton, NJ
AUM $11.2MTEAM 2REPS 2
Gemstone Wealth Management
RIAAUM $11.2MTEAM 1REPS 1
Ville Wealth Management
RIAAUM $11.1MTEAM 1REPS 1
9m Investments, LLC
RIAAUM $11.1MTEAM 1REPS 1
Featherstone Investment Advisory
RIAAUM $11.1MTEAM 1REPS 1
Haystack Financial Planning
RIAAUM $11.1MTEAM 1REPS 1
Kitsman Investment Management
RIAAmarillo, TX
AUM $11.1MTEAM 1REPS 1
Norberg Capital Management, LLC
RIAAUM $11.1MTEAM 2REPS 1
Broman & Greig Asset Management, LLC
RIAWestlake Village, CA
AUM $11.1MTEAM 1REPS 1
AM Wealth Solutions, LLC
RIAAUM $11.1MTEAM 1REPS 1
Lyons Asset Management
RIAAUM $11.1MTEAM 1REPS 2
Denner Capital Management
RIAAUM $11.1MTEAM 1REPS 1
Encompass Wealth Management LLC
RIALibertyville, IL
AUM $11.1MTEAM 1REPS 1
Yorkville Capital Management LLC
RIAAUM $11.1MTEAM 1REPS 1
Westward Planning Group
RIAAUM $11.1MTEAM 1REPS 1
Global Advisers, LLC
RIAPhiladelphia, PA
AUM $11.1MTEAM 1REPS 1
Spire Investment Management LLC
RIAAUM $11.1MTEAM 2REPS 1
Chasan Capital Management
RIAAUM $11.1MTEAM 1REPS 1
Flightpath Financial Planning
RIADel Mar, CA
AUM $11.1MTEAM 1REPS 1
Ascend Wealth Management
RIAAUM $11.1MTEAM 1REPS 1
Ronald A. Lederkramer, Cpa, Cfp
RIAAUM $11.1MTEAM 1REPS 1
Taelos Financial Partners LLC
RIAAUM $11.1MTEAM 1REPS 1
Solomon and Associates LLC
RIAAUM $11.1MTEAM 2REPS 2
Other AUM ranges
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