RIAs: Under $100M AUM
12,859 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Morter Investment Management LLC
RIAAUM $9.5MTEAM 1REPS 1
Abundance Advisers
RIAPleasanton, CA
AUM $9.5MTEAM 1REPS 1
SCD Capital, Inc.
RIAAUM $9.5MTEAM 1REPS 1
Silver Leaf Financial, Inc.
RIAScottsdale, AZ
AUM $9.5MTEAM 1REPS 1
Southward Financial Services, LLC
RIAAUM $9.5MTEAM 2REPS 1
Silver Strand Financial Planning
RIAAUM $9.5MTEAM 1REPS 1
Campbell Advisory Services, LLC
RIANewport Beach, CA
AUM $9.5MTEAM 1REPS 1
Pacesetter Planning LLC
RIAAUM $9.5MTEAM 2REPS 1
Navalfa Activos Alternativos
RIAMexico City
AUM $9.4MTEAM 4REPS 2
Virgo Digital Asset Management Inc.
RIANorth York
AUM $9.4MTEAM 8REPS 4
Elemental Wealth Advisors, LLC
RIASan Luis Obispo, CA
AUM $9.4MTEAM 1REPS 3
YZ Financial Advisors LLC
RIAAUM $9.4MTEAM 1REPS 1
Allegiant Financial Advisors, LLC
RIAMiami Beach, FL
AUM $9.4MTEAM 1REPS 1
Burns Financial Advisors, Inc.
RIAIndependence, OH
AUM $9.4MTEAM 1REPS 1
Valuetree Financial LLC
RIAAUM $9.4MTEAM 1REPS 2
Blue Ridge Investments LLC
RIAAUM $9.4MTEAM 1REPS 1
Wheeler Financial Planning LLC
RIASaint Charles, MO
AUM $9.4MTEAM 1REPS 1
Index Portfolio Tools Advisors
RIAAUM $9.4MTEAM 1REPS 1
Ujjval Investments, LLC
RIAAUM $9.4MTEAM 1REPS 1
JW Golden Gate Investment, LLC
RIAAUM $9.4MTEAM 1REPS 1
Maney Wealth
RIASan Francisco, CA
AUM $9.4MTEAM 1REPS 1
Kelly & Associates, LLC
RIAAUM $9.4MTEAM 1REPS 2
Real Life Planning
RIAAUM $9.4MTEAM 1REPS 1
49th Parallel Wealth Management
RIAScottsdale, AZ
AUM $9.4MTEAM 2REPS 2
Other AUM ranges
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