RIAs: Under $100M AUM
12,907 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Smartvalue Investment Management, LLC
RIAAUM $1.9MTEAM 1REPS 1
Savvyfi
RIAFranklin, TN
AUM $1.9MTEAM 15REPS 2
Wise Asset Management L.L.C.
RIAAUM $1.9MTEAM 1REPS 1
Helping Hand Financial, LLC
RIAGreenwood, IN
AUM $1.9MTEAM 2REPS 2
Roud Financial Services, LLC
RIAAUM $1.9MTEAM 1REPS 1
NU Paradigm Investment Partners L.L.C.
RIAAUM $1.9MTEAM 2REPS 2
North Shore Wealth Management
RIAWestford, MA
AUM $1.9MTEAM 1REPS 1
JSW Global Capital Group
RIAFresno, CA
AUM $1.9MTEAM 1REPS 1
Net Income LLC
RIACheyenne, WY
AUM $1.9MTEAM 1REPS 1
Stebnicki Financial Planning
RIAAUM $1.9MTEAM 1REPS 1
Daniel Ryan Financial LLC
RIAAUM $1.9MTEAM 1REPS 1
Clearvue Financial
RIAAUM $1.9MTEAM 1REPS 1
The Wealth Mastery, LLC
RIAPalo Alto, CA
AUM $1.9MTEAM 1REPS 1
SM Carlton Advisory
RIAAUM $1.9MTEAM 1REPS 1
Quest Investment Firm
RIAAUM $1.9MTEAM 1REPS 1
True North Wealth Management, LLC
RIAAUM $1.9MTEAM 1REPS 1
Basilic
RIADenver, CO
AUM $1.8MTEAM 1REPS 1
Central Point Wealth Management LLC
RIAAUM $1.8MTEAM 1REPS 1
Pursuit Planning and Investments, LLC
RIAAUM $1.8MTEAM 1REPS 1
New England Financial Services
RIAFalmouth, ME
AUM $1.8MTEAM 2REPS 2
Solid Oak Advisory
RIAPittsburgh, PA
AUM $1.8MTEAM 1REPS 1
MP3 Finance LLC
RIAAUM $1.8MTEAM 1REPS 1
Condata Group Inc
RIANew York, NY
AUM $1.8MTEAM 3REPS 2
Riccio & Associates
RIAAUM $1.8MTEAM 1REPS 2
Other AUM ranges
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