RIAs: Under $100M AUM
12,861 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Firetower Advisors
RIAAUM $24KTEAM 1REPS 1
Echo Financial Advisors, LLC
RIAAUM $24KTEAM 1REPS 1
Ebquant, LLC
RIAAUM $23.1KTEAM 2REPS 2
Pacific Management Ltd
RIASausalito, CA
AUM $22.5KTEAM 1REPS 2
Candela Financial
RIAToledo, OH
AUM $20.9KTEAM 1REPS 1
Amijag Advisors LLC
RIASugar Land, TX
AUM $20.6KTEAM 1REPS 3
Rewbix
RIAAustin, TX
AUM $20KTEAM 1REPS 1
Exponential Advisors LLC
RIAAUM $19.3KTEAM 1REPS 1
Wehling Investment Management
RIANorth Richland Hills, TX
AUM $18.4KTEAM 1REPS 1
Jet Stream Wealth Management
RIAAUM $18.1KTEAM 1REPS 1
Guardant Wealth Advisors LLC
RIAMiami, FL
AUM $18KTEAM 1REPS 1
LTS Wealth Management
RIASyracuse, NY
AUM $16.5KTEAM 1REPS 1
Annecy LLC
RIATucson, AZ
AUM $15.8KTEAM 1REPS 1
Floyd Green Financial Services, Inc.
RIAAtlanta, GA
AUM $15.4KTEAM 1REPS 1
Haven Wealth Planning
RIAAUM $15.4KTEAM 1REPS 1
Emerald Wealth Management, Inc.
RIANewport Beach, CA
AUM $15KTEAM 1REPS 1
Emgo Capital, LLC
RIAAUM $15KTEAM 1REPS 1
Foresight Financial Planning
RIAAUM $14.9KTEAM 1REPS 1
Dreamvision Capital
RIAAUM $14KTEAM 1REPS 1
Investment Management Solutions, Inc.
RIATarzana, CA
AUM $13.8KTEAM 4REPS 5
Hoffman Wealth Advisors
RIADallas, TX
AUM $12.9KTEAM 1REPS 1
Piedmont Financial Consulting
RIALaurel, MD
AUM $12.9KTEAM 1REPS 1
Atlantic Financial Management LLC
RIAAUM $11KTEAM 1REPS 1
TE Advisors LLC
RIAQuincy, MA
AUM $10.7KTEAM 5REPS 4
Other AUM ranges
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