RIAs: Under $100M AUM
12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Equip Financial Partners
RIAAUM $4.5MTEAM 1REPS 1
Main Street Financial Advisors
RIAAUM $4.5MTEAM 1REPS 1
Berilium
RIALake Forest, CA
AUM $4.5MTEAM 2REPS 2
Sikes Financial Services, LLC
RIABoca Raton, FL
AUM $4.5MTEAM 1REPS 1
Jean Pierre Masse
RIAVenice, FL
AUM $4.5MTEAM 1REPS 1
Momentum Investment Management, LLC
RIAAUM $4.5MTEAM 1REPS 1
Cystein
RIAAUM $4.5MTEAM 2REPS 2
Dean Bennett Advisory Services Inc.
RIARoseville, CA
AUM $4.5MTEAM 2REPS 2
Borger Capital Management LLC
RIAWausau, WI
AUM $4.5MTEAM 3REPS 3
Olma Advisors
RIALos Gatos, CA
AUM $4.4MTEAM 1REPS 2
Income Growth Advisors, LLC
RIADaniel Island, SC
AUM $4.4MTEAM 1REPS 1
Mazzella Estate & Asset Management, LLC
RIAScottsdale, AZ
AUM $4.4MTEAM 1REPS 3
Good News Financial & Investment Advisors, LLC
RIALargo, MD
AUM $4.4MTEAM 1REPS 1
Wealthguides LLC
RIAIndianapolis, IN
AUM $4.4MTEAM 1REPS 1
Plutus21 Capital Management, L.L.C.
RIADallas, TX
AUM $4.4MTEAM 2REPS 2
Haas Financial Services Inc
RIAAUM $4.4MTEAM 1REPS 1
Harbor Wealth Management
RIAAUM $4.4MTEAM 1REPS 1
AFA Advisors LLC
RIALarchmont, NY
AUM $4.4MTEAM 2REPS 2
Nested Financial & Tax Planning
RIAAUM $4.4MTEAM 1REPS 1
Stafford Capital Management LLC
RIASausalito, CA
AUM $4.4MTEAM 2REPS 2
Clarivor
RIAAUM $4.4MTEAM 1REPS 1
RJ Hill's Financial Services, LLC
RIAEau Claire, WI
AUM $4.4MTEAM 1REPS 2
Servant Wealth Management, LLC
RIAAUM $4.4MTEAM 1REPS 1
Simpli-Fi Alpha LLC
RIADenton, TX
AUM $4.4MTEAM 2REPS 2
Other AUM ranges
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