RIAs: Under $100M AUM
12,910 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Grinstead Wealth Management
RIAAlbuquerque, NM
AUM $7.5MTEAM 1REPS 1
Blue Mountain Financial Planning
RIAAUM $7.5MTEAM 1REPS 1
DRS Financial Partners LLC
RIAAUM $7.5MTEAM 1REPS 1
Simplify Investments
RIAAUM $7.5MTEAM 1REPS 1
Megaannum Capital, LLC
RIADowningtown, PA
AUM $7.5MTEAM 2REPS 2
Impact Financial Life Planning LLC
RIAAUM $7.5MTEAM 1REPS 1
DHL Wealth Management LLC
RIARichardson, TX
AUM $7.5MTEAM 4REPS 4
Neyrey, Rene' J.
RIAClearwater, FL
AUM $7.4MTEAM 1REPS 1
Sun Global LLC
RIAKing Of Prussia, PA
AUM $7.4MTEAM 6REPS 5
Odyssey Investments, Corp.
RIAOcean City, MD
AUM $7.4MTEAM 2REPS 2
Advanced Tax and Financial Services, Inc.
RIAAUM $7.4MTEAM 2REPS 2
Fintelect Am, LLC
RIAAUM $7.4MTEAM 1REPS 1
Howe Financial Advisory, LLC
RIAAUM $7.4MTEAM 1REPS 1
Private Client Services Group, LLC
RIAAUM $7.4MTEAM 1REPS 1
Germana Capital LLC
RIAMiami, FL
AUM $7.4MTEAM 2REPS 2
Praestantia Capital, LLC
RIASan Antonio, TX
AUM $7.4MTEAM 2REPS 2
Access Softek Advisory Services
RIANaperville, IL
AUM $7.4MTEAM 4REPS 3
Patton Hall, LLC
RIAAUM $7.4MTEAM 1REPS 1
Flexincome Fund
RIAWesthampton, NY
AUM $7.4MTEAM 1REPS 2
Kortenkamp, Joshua F
RIAGurnee, IL
AUM $7.4MTEAM 1REPS 1
Frank Finances LLC
RIAAUM $7.4MTEAM 1REPS 1
NN Investment Advisory, LLC
RIAAUM $7.4MTEAM 1REPS 1
Whale Shark Financial LLC
RIAAUM $7.4MREPS 1
Centerpoint Financial Management LLC
RIAIrvine, CA
AUM $7.4MTEAM 1REPS 1
Other AUM ranges
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