RIAs: Under $100M AUM
12,861 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Plan Partners LLC
RIAAUM $2MTEAM 1REPS 1
Shifting the Culture Wealth Partners LLC
RIALos Angeles, CA
AUM $2MTEAM 2REPS 2
Filon Capital
RIACoral Gables, FL
AUM $2MTEAM 2REPS 2
Zelus Wealth Management
RIAAUM $2MTEAM 1REPS 1
Razzano Investment Management
RIAAUM $2MTEAM 2REPS 1
True Vine Investments
RIAAUM $2MTEAM 1REPS 1
Moor Funds
RIANew York, NY
AUM $2MTEAM 2REPS 3
Flipwithlou&Kip LLC
RIAAUM $2MTEAM 2REPS 1
Axon Capital Management
RIAAUM $2MTEAM 1REPS 1
Tadpole Investments LLC
RIAAUM $2MTEAM 1REPS 1
Trendhaven Investment Management, LLC
RIAAUM $2MTEAM 1REPS 1
Akamai Wealth Management, LLC
RIAAUM $2MTEAM 1REPS 1
Guiding Financial, LLC
RIAAUM $2MREPS 1
Influx Capital Management
RIAAUM $2MTEAM 1REPS 1
Decision Tree Advisor
RIAAUM $2MTEAM 1REPS 1
Northpoint Wealth Financial Services, LLC
RIAAUM $2MTEAM 1REPS 1
Lamplighter Capital Management
RIAAUM $2MTEAM 1REPS 1
Brian Sly and Company
RIAAUM $2MTEAM 1REPS 1
Gbks LLC
RIAAUM $2MTEAM 1REPS 1
Coryell Capital Management
RIAAUM $2MTEAM 1REPS 1
Joseph M. Sebo, Cfp Inc.
RIAOceanside, CA
AUM $2MTEAM 1REPS 1
Ironwood Wealth Management LLC
RIAAUM $2MTEAM 1REPS 1
David Russell Fjeldsted
RIAFarmington, UT
AUM $2MTEAM 1REPS 1
Integrated Capital Management Company, Inc.
RIAAUM $2MTEAM 1REPS 1
Other AUM ranges
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