RIAs: Under $100M AUM
12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Reflective Wealth Planning, LLC
RIADallas, TX
AUM $3MTEAM 1REPS 1
Rival Capital Management, LLC
RIAAUM $3MTEAM 2REPS 3
Gaer Financial Group, Inc
RIAHackensack, NJ
AUM $3MTEAM 1REPS 1
Carpe Diem Financial Life Planning
RIAAUM $3MTEAM 1REPS 1
Scherrer Financial Services
RIAAUM $3MTEAM 1REPS 1
MRB Capital
RIAAUM $3MTEAM 2REPS 1
MSA Power Funds LLC
RIANew York, NY
AUM $3MTEAM 2REPS 2
Bryant Group Advisors
RIANew York, NY
AUM $3MTEAM 1REPS 1
Legacy One Wealth Management
RIAAUM $3MTEAM 1REPS 1
Abound Investments
RIAAUM $3MTEAM 1REPS 1
Alaska Retirement
RIAAUM $3MTEAM 1REPS 1
J.W. Jarvis Investment Advisors
RIAAUM $3MTEAM 4REPS 1
Oceanus Research LLC
RIAShort Hills, NJ
AUM $3MTEAM 1REPS 2
Ambrose Wealth Management
RIAAUM $3MTEAM 1REPS 1
Pacific Paradigm Advisors LLC
RIAAUM $3MTEAM 2REPS 2
Joseph M. Presti Investments
RIAAUM $3MTEAM 1REPS 1
Cornerstone Financial Consulting LLC
RIAAUM $3MTEAM 1REPS 1
Argosy Investors
RIAHickory, NC
AUM $3MTEAM 1REPS 1
IS Capital Management
RIAAUM $3MTEAM 1REPS 1
Weiss Financial Group, LLC
RIAAUM $3MTEAM 2REPS 1
Waterfront Advisors
RIAAUM $3MTEAM 1REPS 1
WIN Private Wealth
RIAAUM $3MTEAM 2REPS 1
BJM Financial Inc
RIADuluth, GA
AUM $3MTEAM 1REPS 2
Personal Benefits Planning LLC
RIAPhoenix, AZ
AUM $3MTEAM 1REPS 1
Other AUM ranges
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