RIAs: Under $100M AUM
12,965 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
White Wealth Managers, LLC
RIAAUM $8.5MTEAM 1REPS 1
Mooring Bay Capital Management
RIADallas, TX
AUM $8.5MTEAM 1REPS 1
Wolakota Financial Advisors
RIAYpsilanti, MI
AUM $8.5MTEAM 1REPS 1
XEL
RIAOntario, CA
AUM $8.5MTEAM 1REPS 1
Barak Asset Management LLC
RIAAUM $8.5MTEAM 2REPS 2
KB Private Wealth Management Group
RIASherman Oaks, CA
AUM $8.5MTEAM 1REPS 1
Wood Wealth Management LLC
RIADallas, TX
AUM $8.5MTEAM 1REPS 1
Schultz And Associates Inc.
RIAAshland, OR
AUM $8.5MTEAM 1REPS 1
Clarity Wealth Management LLC
RIAMontague, MA
AUM $8.5MTEAM 1REPS 2
Clarity Advisors
RIAAUM $8.5MTEAM 1REPS 1
C 3 Financial Strategies
RIAAUM $8.5MTEAM 1REPS 1
East Valley Wealth LLC
RIAGilbert, AZ
AUM $8.5MTEAM 2REPS 1
4 Star Advisory Services LLC
RIALancaster, OH
AUM $8.5MTEAM 1REPS 1
Lorenz Financial
RIAAUM $8.5MTEAM 1REPS 2
Ostrom & Associates
RIAAUM $8.5MTEAM 1REPS 1
Kurfees Capital Management, LLC
RIAColumbus, OH
AUM $8.5MTEAM 1REPS 1
QEX Asset Management LLC
RIAAUM $8.5MTEAM 1REPS 1
Fortress Investment Advisory, LLC
RIAClarkesville, GA
AUM $8.5MTEAM 1REPS 1
Clark Private Wealth, LLC
RIAMiami, FL
AUM $8.5MTEAM 1REPS 1
Aquinas Capital Advisors LLC
RIAAUM $8.5MTEAM 2REPS 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 2
Livingston Capital Advisors, LLC
RIANew York, NY
AUM $8.5MTEAM 4REPS 1
Other AUM ranges
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