RIAs: Under $100M AUM
12,861 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
CV Securities Analysis, LLC
RIAAUM $537KTEAM 1REPS 1
Corollary Capital LLC
RIAAUM $534KTEAM 1REPS 1
Physicians' Financial L.C.
RIAAUM $530KTEAM 1REPS 1
Turtle Creek Wealthcare
RIAAUM $530KTEAM 1REPS 1
Brian Dennis, Cfp®
RIACalabasas, CA
AUM $529KTEAM 1REPS 1
Stars & Stripes Financial Advisors
RIAAUM $529KTEAM 1REPS 1
Herrick Portfolio Management Co
RIAAUM $528KTEAM 1REPS 1
Eden Family Wealth Group, LLC
RIAAUM $528KTEAM 1REPS 1
Forsythia Financial
RIABloomfield Hills, MI
AUM $527KTEAM 1REPS 1
S & L Financial Management
RIAAUM $527KTEAM 1REPS 1
TIP Top Financial Advisors
RIAAUM $526KREPS 1
Streetwise Capital
RIAAUM $525KTEAM 1REPS 1
San Antonio Wealth, LLC
RIAAUM $523KTEAM 2REPS 2
Tangent Financial
RIAAUM $518KTEAM 1REPS 1
Kauzer Capital Management, LLC
RIAWalnut Creek, CA
AUM $515KTEAM 1REPS 1
Warner Investments, LLC
RIAAUM $513KTEAM 1REPS 1
Transformation Wealth Management, LLC
RIAAtlanta, GA
AUM $512KTEAM 1REPS 1
TEP Financial Solutions LLC
RIAAUM $510KTEAM 1REPS 1
Blackbird Financial Planning
RIAAUM $507KTEAM 1REPS 1
Vake Capital LLC
RIAAUM $504KTEAM 1REPS 1
Carr Consulting P.A.
RIASan Antonio, TX
AUM $503KTEAM 1REPS 1
SOP Advisors LLC
RIAAUM $500KTEAM 1REPS 1
Harbor Road Capital Management LLC
RIASanta Monica, CA
AUM $500KTEAM 2REPS 2
Brogan Asset Management, LLC
RIAAUM $500KTEAM 2REPS 3
Other AUM ranges
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