RIAs: Under $100M AUM
12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Murapa Investments
RIAAgoura Hills, CA
AUM $5MTEAM 1REPS 1
W.M. Baker Investments LLC
RIAAUM $5MTEAM 1REPS 1
Markertree Capital, LLC
RIAAUM $5MTEAM 1REPS 1
Skymark Advisors LLC
RIASun City, AZ
AUM $5MTEAM 3REPS 1
Beyond Profit And Wealth Consulting
RIAAUM $5MTEAM 1REPS 1
Bora Capital, LLC
RIAAUM $5MTEAM 4REPS 4
Tactical Investments
RIALongboat Key, FL
AUM $5MTEAM 1REPS 1
Broadreach Capital, LLC
RIAAUM $5MTEAM 1REPS 1
Magnum Research Global Limited
RIAHong Kong
AUM $5MTEAM 8REPS 2
Schooner Wealth Management
RIAAUM $5MTEAM 1REPS 1
Hidalgo,Janet
RIAAUM $5MTEAM 1REPS 1
Opes Capital Group, LLC
RIALos Angeles, CA
AUM $5MTEAM 2REPS 2
WG Plan LLC
RIAMc Kinney, TX
AUM $5MTEAM 3REPS 3
Onelegacy Advisors, LLC
RIAGreen Bay, WI
AUM $5MTEAM 2REPS 1
Rosales Wealth Management LLC
RIAAUM $5MTEAM 1REPS 1
Baker Asset Management, LLC
RIAAUM $5MTEAM 1REPS 2
Steven William Sherman
RIAAUM $5MTEAM 1REPS 1
Quantcore Capital Management, LLC
RIAAUM $5MTEAM 5REPS 1
Cambridge Financial Services
RIAAUM $5MTEAM 1REPS 1
Step Financial Services, LLC
RIAAUM $5MTEAM 1REPS 1
Greenworth Investment Advisors, LLC
RIAAUM $5MTEAM 1REPS 1
Scott Investment Advisors, L.P.
RIAJackson, WY
AUM $5MTEAM 2REPS 2
Pinnacle Planning Advisors, LLC
RIAAUM $5MTEAM 1REPS 1
Kiehne Wealth & Retirement, LLC
RIALos Lunas, NM
AUM $5MTEAM 1REPS 1
Other AUM ranges
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