RIAs: Under $100M AUM
12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Refined Wealth
RIAAUM $901KTEAM 1REPS 1
Inked Investments
RIARound Rock, TX
AUM $901KTEAM 1REPS 1
Dallas Money Management LLC
RIAAUM $901KTEAM 1REPS 1
Xpand Investment LLC
RIAAUM $900KTEAM 1REPS 1
Portfolio Guide
RIAAUM $900KTEAM 1REPS 1
Headwaters Financial Planning, LLC
RIAAUM $900KTEAM 1REPS 1
Capital United Investments LLC
RIAYucaipa, CA
AUM $900KTEAM 1REPS 1
Panoptic Global Wealth Management, LLC
RIAAUM $900KTEAM 1REPS 1
Lebron Financial Services, Inc.
RIAAUM $899KTEAM 1REPS 2
Fenul Wealth Management LLC
RIALos Angeles, CA
AUM $898KTEAM 1REPS 1
JRM Tax & Wealth Management, LLC
RIAAUM $896KTEAM 1REPS 1
High Mountain Financial Planning
RIAAUM $894KTEAM 1REPS 1
Redesign Wealth Planning
RIAAUM $894KTEAM 1REPS 1
Lone Wolf Trading LLC
RIAAUM $891KTEAM 1REPS 1
Akamai Wealth Management, LLC
RIAAUM $889KTEAM 1REPS 1
Fundify Advisors LLC
RIAAustin, TX
AUM $889KTEAM 6REPS 2
C. Michael Amin, LLC
RIABoston, MA
AUM $881KTEAM 1REPS 1
Monticello Capital Management, LLC
RIAAUM $873KREPS 1
Incline Financial Planning LLC
RIAAUM $871KTEAM 1REPS 1
Saber Asset Management
RIAAUM $868KTEAM 1REPS 1
MCC Wealth
RIAAtlanta, GA
AUM $865KTEAM 1REPS 1
Gaelin LLC
RIAAUM $865KTEAM 1REPS 1
Wealthu Advisors LLC
RIAAUM $861KTEAM 1REPS 1
Fresh Lake Wealth Management LLC
RIAAUM $860KTEAM 1REPS 1
Other AUM ranges
FINTRX platform
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