RIAs: Under $100M AUM
12,861 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Core Capital Markets, LLC
RIAAtlanta, GA
AUM $657KTEAM 1REPS 1
The Financial Grove LLC
RIAAUM $657KTEAM 1REPS 1
Collaborative Advice
RIAAUM $656KTEAM 1REPS 1
Nine30 Advisors LLC
RIAAUM $655KTEAM 2REPS 3
Consortium Private Wealth LLC
RIASlidell, LA
AUM $650KTEAM 4REPS 5
CME Strategic Wealth Management
RIATemecula, CA
AUM $644KTEAM 1REPS 1
Quality Wealth Care, LLC
RIAAUM $642KTEAM 1REPS 1
Vistafront Partners Inc
RIAFrankfort, KY
AUM $642KTEAM 2REPS 2
Binnerinvestments
RIAForsyth, GA
AUM $640KTEAM 1REPS 1
Mehta Money, LLC
RIAAUM $638KTEAM 1REPS 1
Armis Financial, LLC
RIAAustin, TX
AUM $636KTEAM 1REPS 1
Wolfpack Wealth Management
RIAAUM $636KTEAM 1REPS 1
Tonn Financial Planning
RIAAUM $632KTEAM 1REPS 1
Kodiak Investment Management LLC
RIAAitkin, MN
AUM $628KTEAM 1REPS 1
Acumen Associates LLC
RIAAUM $627KTEAM 1REPS 1
Mindful Millions Management Pllc
RIAAUM $626KTEAM 1REPS 1
Fred Miller & AssoC.
RIAAUM $625KTEAM 1REPS 1
Forward Horizon Investment
RIAAUM $621KTEAM 1REPS 1
Atlantic Financial
RIAAUM $615KTEAM 2REPS 2
Personal Financial Specialists
RIACedar Knolls, NJ
AUM $610KTEAM 3REPS 1
DWT Financial
RIAAUM $607KTEAM 1REPS 1
Titanrex
RIAArlington, VA
AUM $607KTEAM 1REPS 1
Caster and Company, Inc.
RIAWarwick, RI
AUM $600KTEAM 1REPS 1
Northshore Wealth Management
RIAAUM $600KTEAM 1REPS 1
Other AUM ranges
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