RIAs: Under $100M AUM
12,907 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Summit Equity Management, Inc.
RIAAUM $2MREPS 1
Coastal Carolina Financial Partners LLC
RIAAUM $1.9MTEAM 1REPS 1
BQS Management LLC
RIAAtlanta, GA
AUM $1.9MTEAM 1REPS 1
Planning Trail Investments, LLC
RIAAUM $1.9MTEAM 1REPS 1
C.R. Haupt LLC
RIAAUM $1.9MTEAM 1REPS 1
Annualitix
RIAAUM $1.9MTEAM 1REPS 1
Haney Capital Management
RIAAUM $1.9MTEAM 1REPS 1
Mindful Capital Management
RIADecatur, GA
AUM $1.9MTEAM 1REPS 1
Anora Wealth
RIASan Marcos, CA
AUM $1.9MTEAM 1REPS 1
Ardor Investment Management Consulting
RIANorthfield, IL
AUM $1.9MTEAM 2REPS 2
Carroll Wealth Management Inc.
RIAChesterfield, MO
AUM $1.9MTEAM 1REPS 1
SKP Wealth
RIAAUM $1.9MTEAM 1REPS 1
CDT Capital Wealth Advisory LLC
RIASyosset, NY
AUM $1.9MTEAM 3REPS 3
Del Val Retirement and Investment Services Inc
RIADoylestown, PA
AUM $1.9MTEAM 1REPS 1
DBG Capital Advisors, LLC
RIAAUM $1.9MTEAM 1REPS 1
First Due Financial LLC
RIAWareham, MA
AUM $1.9MTEAM 1REPS 1
Crossover Capital Trading LLC
RIAAUM $1.9MTEAM 1REPS 3
Lincoln Investment Advisers, LLC
RIAAUM $1.9MTEAM 1REPS 1
I-Cthru Inc.
RIAAUM $1.9MTEAM 2REPS 2
La Loma Capital
RIAAUM $1.9MTEAM 1REPS 1
Companions on Your Journey
RIAAUM $1.9MTEAM 1REPS 1
Pantile Investments
RIABoulder, CO
AUM $1.9MTEAM 4REPS 1
Fintech Wealth Management, LLC
RIAAUM $1.9MTEAM 1REPS 1
Lakeside North Capital Advisors, LLC
RIAAUM $1.9MTEAM 1REPS 1
Other AUM ranges
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