RIAs: Under $100M AUM
12,966 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Lime Rock Investment Management Company, Inc.
RIASan Antonio, TX
AUM $9MTEAM 1REPS 1
Dauble+Worthington Equity Portfolios
RIAAUM $9MTEAM 1REPS 4
Zephyr Capital LLC
RIAChicago, IL
AUM $9MTEAM 4REPS 2
Aegis Capital Group
RIAAtlanta, GA
AUM $9MTEAM 2REPS 2
Direwolf Wealth Management, LLC
RIASpring, TX
AUM $9MTEAM 3REPS 3
Truenorth Financial Planning
RIAAUM $9MTEAM 1REPS 1
Walrus Partners, LLC
RIAAUM $9MTEAM 3REPS 3
Charter Advisory Services, LLC
RIADaytona Beach, FL
AUM $9MTEAM 1REPS 1
Rakatansky Financial LLC
RIASubudry, MA
AUM $9MTEAM 1REPS 1
Sound Financial Management, LLC
RIAAUM $8.9MTEAM 1REPS 1
Bluevine Advisory LLC
RIAJersey City, NJ
AUM $8.9MTEAM 2REPS 1
Atherean Asset Management LLC
RIAJersey City, NJ
AUM $8.9MTEAM 1REPS 1
Chattahoochee Wealth
RIAAUM $8.9MTEAM 1REPS 1
Kompass Financial Advisors, Inc.
RIAAUM $8.9MTEAM 1REPS 1
Markle Wealth Management
RIAAUM $8.9MTEAM 1REPS 1
Ariston Capital Management Corp
RIAAUM $8.9MTEAM 1REPS 2
The Blackmont Group
RIAFullerton, CA
AUM $8.9MTEAM 2REPS 2
Stravolo Wealth Management, LLC
RIASpartanburg, SC
AUM $8.9MTEAM 5REPS 2
Patel Wealth Strategies, Inc.
RIAChandler, AZ
AUM $8.9MTEAM 1REPS 1
Reichel Management Company LLC
RIAAUM $8.9MTEAM 1REPS 1
Chess Financial Planning LLC
RIAAUM $8.9MTEAM 1REPS 1
Stonehurst Capital Management, LLC
RIAAUM $8.9MTEAM 1REPS 1
Covington Investment Management, LLC
RIANew Orleans, LA
AUM $8.9MTEAM 3REPS 3
Elevate Financial
RIAAUM $8.9MTEAM 1REPS 1
Other AUM ranges
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