RIAs: Under $100M AUM
12,907 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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
21st Financial
RIAGrand Forks, ND
AUM $525KTEAM 1REPS 1
SAN Antonio Wealth, LLC
RIAAUM $523KTEAM 2REPS 2
Financial Planning by Design
RIAAUM $519KTEAM 1REPS 1
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
Money Positive
RIAAUM $500KTEAM 5REPS 6
Innovator Wealth Advisor, LLC
RIABeaverton, OR
AUM $500KTEAM 1REPS 1
Intentional Asset Management
RIANew York, NY
AUM $500KTEAM 6REPS 2
Robin Pinkham Investment Advisory, LLC
RIAAUM $500KREPS 1
Andrew Arroyo Investments, LLC
RIASan Diego, CA
AUM $500KTEAM 1REPS 1
Scundi Investment Management, LLC
RIAAUM $500KTEAM 1REPS 1
Other AUM ranges
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