RIAs: Under $100M AUM
12,859 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
QEX Asset Management LLC
RIAAUM $8.5MTEAM 1REPS 1
Fortress Investment Advisory, LLC
RIAClarkesville, GA
AUM $8.5MTEAM 1REPS 1
Ostrom & Associates
RIAAUM $8.5MTEAM 1REPS 1
Bloch Private Wealth, LLC
RIAAUM $8.5MTEAM 1REPS 1
Curated Capital & Planning LLC
RIALewisville, NC
AUM $8.5MTEAM 1REPS 1
Unity Wealth Strategies
RIAColorado Springs, CO
AUM $8.5MTEAM 2REPS 3
Gasima Financial LLC
RIAVenice, FL
AUM $8.5MTEAM 2REPS 3
Livingston Capital Advisors, LLC
RIANew York, NY
AUM $8.5MTEAM 4REPS 1
Winner Wealth Management
RIAAUM $8.5MTEAM 1REPS 1
Client First Advisors, LLC
RIAAUM $8.5MTEAM 1REPS 1
R.G. Associates, Inc.
RIATowson, MD
AUM $8.5MTEAM 1REPS 1
Rule72 Financial
RIAPotomac Falls, VA
AUM $8.5MTEAM 1REPS 1
Growthline Capital Management LLC
RIAStamford, CT
AUM $8.5MTEAM 2REPS 2
Longview Investment Management LLC
RIAAUM $8.5MTEAM 1REPS 1
Mindful Investing LLC
RIAAUM $8.5MTEAM 1REPS 1
Beekman Financial Planning LLC
RIANew York, NY
AUM $8.5MTEAM 1REPS 1
Keenan Private Wealth Management
RIANew York, NY
AUM $8.5MTEAM 2REPS 2
Coplanning Financial LLC
RIAOverland Park, KS
AUM $8.5MTEAM 1REPS 1
Illumifi Wealth
RIAAUM $8.5MTEAM 1REPS 1
Aristo Advisors LLC
RIANew York, NY
AUM $8.4MTEAM 1REPS 1
Reagan Financial Planning LLC
RIAOxford, GA
AUM $8.4MTEAM 1REPS 1
Bormann Wealth Management, LLC
RIAAUM $8.4MTEAM 1REPS 1
Simplified Planning and Investments
RIAJohnston, IA
AUM $8.4MTEAM 1REPS 1
Amaral Financial Planning
RIAAUM $8.4MTEAM 1REPS 1
Other AUM ranges
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