RIAs: Under $100M AUM
12,907 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Journey Asset Management LLC
RIAAUM $556KTEAM 1REPS 1
Eagle Valley Wealth Management
RIAAUM $552KTEAM 1REPS 1
Dutton Financial Planning, LLC
RIAAUM $552KTEAM 1REPS 1
Dtcarson Asset Management
RIAAUM $550KTEAM 1REPS 1
PMC Wealth, LLC
RIAClarence, NY
AUM $550KTEAM 2REPS 2
Counterpoint
RIAAUM $550KTEAM 1REPS 1
Rogue Russell Investments
RIAAUM $550KTEAM 1REPS 1
Uisonet
RIAAUM $550KTEAM 1REPS 1
WJ Consulting LLC
RIAAUM $545KTEAM 1REPS 1
ROW Your Own Boat
RIAAUM $544KTEAM 1REPS 1
Invasor Capital Management, LLC
RIAScottsdale, AZ
AUM $543KTEAM 1REPS 1
Wholeness Financial
RIAAUM $541KTEAM 1REPS 1
Stepping Stone Advisors, LLC
RIAAUM $541KTEAM 1REPS 1
Premium Alpha Capital, LLC
RIAAUM $540KTEAM 1REPS 1
W.H. Lewis Financial, LLC
RIAAUM $540KTEAM 1REPS 1
Advanced Math Investing Inc
RIAAUM $539KTEAM 1REPS 1
Select Investment Services
RIASanta Barbara, CA
AUM $539KTEAM 1REPS 1
NPW Inc.
RIAOakville, Ontario
AUM $536KTEAM 5REPS 3
Corollary Capital LLC
RIAAUM $534KTEAM 1REPS 1
Chinea Wealth Management LLC
RIAGuaynabo, PR
AUM $530KTEAM 1REPS 1
Turtle Creek Wealthcare
RIAAUM $530KTEAM 1REPS 1
Physicians' Financial L.C.
RIAAUM $530KTEAM 1REPS 1
Brian Dennis, Cfp®
RIACalabasas, CA
AUM $529KTEAM 1REPS 1
Stars & Stripes Financial Advisors
RIAAUM $529KTEAM 1REPS 1
Other AUM ranges
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