RIAs: Under $100M AUM
12,995 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
DWP Investment Management, LLC
RIAAUM $66.8MTEAM 2REPS 2
Mountain Capital Management Inc
RIAAUM $66.8MTEAM 1REPS 1
First Investment Corporation
RIABartlesville, OK
AUM $66.8MTEAM 3REPS 3
Margin
RIADenver, CO
AUM $66.8MTEAM 1REPS 1
Northpeak Financial, Inc.
RIAFrederick, MD
AUM $66.8MTEAM 3REPS 2
Watchstone Wealth Management LLC
RIAAUM $66.8MTEAM 1REPS 1
No-Load Asset Management
RIAAUM $66.8MTEAM 3REPS 1
Ascendant Capital Management
RIALa Palma, CA
AUM $66.8MTEAM 1REPS 2
Old Beach Investment Advisors, LLC
RIAHouston, TX
AUM $66.8MTEAM 3REPS 3
Connect Financial Advisors
RIAAUM $66.8MTEAM 7REPS 3
Quantum Strategies Wealth Advisory
RIAGlen Mills, PA
AUM $66.7MTEAM 1REPS 1
Gregory M Doherty, Cpa
RIADedham, MA
AUM $66.7MTEAM 1REPS 1
Barnett Financial Planning
RIATustin, CA
AUM $66.7MTEAM 1REPS 1
Fairway Capital Advisors
RIAAUM $66.7MTEAM 2REPS 2
Carl Domino Inc.
RIAWest Palm Beach, FL
AUM $66.7MTEAM 3REPS 14
Marki Financial Services, LLC
RIAAUM $66.7MTEAM 1REPS 1
Thomas Seaman Company
RIALaguna Beach, CA
AUM $66.7MTEAM 1REPS 1
K&H Wealth Partners
RIANorthbrook, IL
AUM $66.6MTEAM 3REPS 3
Personal Financial Experiences, LLC
RIAAUM $66.6MTEAM 1REPS 1
Bull Bear Investment Management LLC
RIAReston, VA
AUM $66.6MTEAM 3REPS 2
Tackett Wealth Management, LLC
RIACary, NC
AUM $66.6MTEAM 3REPS 2
Apollo Wealth Management, Ltd.
RIAAUM $66.6MTEAM 1REPS 1
Alinea Advisory Services LLC
RIANew York, NY
AUM $66.6MTEAM 10REPS 2
4th River Financial Group, Inc.
RIAWexford, PA
AUM $66.6MTEAM 4REPS 4
Other AUM ranges
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