RIAs: Under $100M AUM
12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Elephant Corner Financial
RIAAUM $90KTEAM 1REPS 1
Wisdom Oak Fund Management LLC
RIAAUM $88.5KTEAM 1REPS 1
Wealth Management Planning
RIAAUM $88KTEAM 1REPS 1
Bmcm Finance
RIAAUM $87.8KTEAM 1REPS 1
Smaart LLC
RIAHialeah, FL
AUM $84.7KTEAM 4REPS 1
Arroit Services Inc
RIAAUM $84.3KTEAM 1REPS 1
Pinnacle Financial Group LLC
RIAAUM $83.4KTEAM 1REPS 1
Borabond, LLC
RIAFramingham, MA
AUM $83.1KTEAM 3REPS 1
Copper Square Private Wealth, LLC
RIAAUM $81.3KTEAM 1REPS 1
Pair Lending LLC
RIASan Francisco, CA
AUM $80.8KTEAM 1REPS 1
Logan Financial Empowerment
RIAAUM $80.3KTEAM 1REPS 1
Tiebreak Asset Management, LLC
RIAAUM $80KTEAM 1REPS 1
JYE Wealth Advisors, LLC
RIANorfolk, VA
AUM $80KTEAM 1REPS 1
G.P. Leach Securities LLC
RIAAUM $80KTEAM 1REPS 1
ALR Capital Advisors, LLC
RIANew York, NY
AUM $80KTEAM 1REPS 1
TCM Investment Advisers
RIAAUM $78.3KTEAM 1REPS 1
Pearson, Frederick, Norman JR.
RIASan Diego, CA
AUM $76.4KTEAM 1REPS 1
Wealthmeup Advisors LLC
RIANew York, NY
AUM $75.9KTEAM 2REPS 1
JFJ Advisory Services LLC
RIAMorrow, OH
AUM $75.6KTEAM 1REPS 1
Savvly Advisor
RIABoulder, CO
AUM $75.2KTEAM 2REPS 3
Jmcmahan LLC
RIAAUM $75KTEAM 1REPS 1
Hawthorne Wellman Financial Planning, LLC
RIAAUM $74.9KTEAM 1REPS 1
Socialtrader
RIASan Diego, CA
AUM $73.1KTEAM 4REPS 3
DCA Investment Advisory, LLC
RIAAUM $72KTEAM 1REPS 1
Other AUM ranges
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