RIAs: Under $100M AUM
12,908 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
MSA Power Funds LLC
RIANew York, NY
AUM $3MTEAM 2REPS 2
Sherwood Oak Knoll, LLC
RIAAUM $3MTEAM 1REPS 1
Legacy One Wealth Management
RIAAUM $3MTEAM 1REPS 1
Abound Investments
RIAAUM $3MTEAM 1REPS 1
Oceanus Research LLC
RIAShort Hills, NJ
AUM $3MTEAM 1REPS 2
Alaska Retirement
RIAAUM $3MTEAM 1REPS 1
Mann Advisory Services, LLC
RIAEvans, GA
AUM $3MTEAM 2REPS 2
Ambrose Wealth Management
RIAAUM $3MTEAM 1REPS 1
KBL Investment Management
RIAAUM $3MTEAM 1REPS 1
Peterson Garrett, LLC
RIAAUM $3MTEAM 1REPS 1
Gaer Financial Group, Inc
RIAHackensack, NJ
AUM $3MTEAM 1REPS 1
Scherrer Financial Services
RIAAUM $3MTEAM 1REPS 1
Zarathustra Wealth Management
RIAProvidence, RI
AUM $3MTEAM 1REPS 1
Richards Financial
RIAAUM $3MTEAM 1REPS 1
Rival Capital Management, LLC
RIAAUM $3MTEAM 2REPS 3
Carpe Diem Financial Life Planning
RIAAUM $3MTEAM 1REPS 1
Kdhh Investments LLC
RIAWest Bend, WI
AUM $3MREPS 2
Reflective Wealth Planning, LLC
RIADallas, TX
AUM $3MTEAM 1REPS 1
Richner Capital LLC
RIAAUM $3MTEAM 1REPS 1
Zaks Investment Advisory Service, LLC
RIAChicago, IL
AUM $3MREPS 1
J.W. Jarvis Investment Advisors
RIAAUM $3MTEAM 4REPS 1
Bryant Group Advisors
RIANew York, NY
AUM $3MTEAM 1REPS 1
Financial Fitness
RIALas Vegas, NV
AUM $3MTEAM 1REPS 1
Pacific Paradigm Advisors LLC
RIAAUM $3MTEAM 2REPS 2
Other AUM ranges
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