RIAs: Under $100M AUM
12,859 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Grant Asset Management, LLC
RIAAUM $10.4MTEAM 1REPS 1
Longboard Capital Advisors, LLC
RIAAUM $10.4MTEAM 1REPS 1
Bayshore Financial Solutions, LLC
RIASt Petersburg, FL
AUM $10.4MTEAM 1REPS 1
Emmaus Investor Services Corp.
RIAAUM $10.4MTEAM 1REPS 1
Stellar Financial Planning
RIAAUM $10.4MREPS 1
Next Step Financial Transitions
RIAAUM $10.4MTEAM 2REPS 2
Plumb Financial
RIAArlington, TX
AUM $10.4MTEAM 1REPS 1
Premier Choice Wealth Advisors, LLC
RIALehi, UT
AUM $10.4MTEAM 1REPS 2
KP7 Investors LLC
RIAGreenwich, CT
AUM $10.3MTEAM 3REPS 1
Divi-Vest Advisors
RIAAUM $10.3MTEAM 1REPS 1
Avinci Wealth Management, Inc.
RIAValencia, CA
AUM $10.3MTEAM 1REPS 1
Pandolfo Capital, LLC
RIARobbinsville, NJ
AUM $10.3MTEAM 1REPS 1
Woodland Wealth Advisors
RIAAUM $10.3MTEAM 2REPS 2
Opulence Planning
RIAAUM $10.3MTEAM 2REPS 2
The Mandell Group
RIAAUM $10.3MTEAM 1REPS 1
Rooted Planning LLC
RIAAUM $10.3MTEAM 1REPS 1
Alpine Capital Partners, LLC
RIAAUM $10.3MTEAM 1REPS 1
Kamada Investment Management
RIAAUM $10.3MTEAM 1REPS 1
Capital Investment Management
RIASeattle, WA
AUM $10.3MREPS 1
Attlee Capital LLC
RIAAUM $10.3MTEAM 1REPS 1
Volt Equity LLC
RIASan Francisco, CA
AUM $10.3MTEAM 3REPS 3
BBN Management, LLC
RIASan Francisco, CA
AUM $10.3MTEAM 1REPS 1
Michael Pappas Advisor LLC
RIAAUM $10.3MTEAM 1REPS 1
Alexander Advisory Services, LLC
RIAKnoxville, TN
AUM $10.3MTEAM 1REPS 1
Other AUM ranges
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