RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Berenz Wealth Management, LLC
RIALittleton, CO
AUM $54.3MTEAM 3REPS 2
Intelligent Investing
RIAGreenville, SC
AUM $54.3MTEAM 2REPS 2
Daybreak Wealth, LLC
RIAHinsdale, IL
AUM $54.3MTEAM 1REPS 1
Insideout Wealth Strategies, LLC
RIAAUM $54.3MTEAM 4REPS 3
Nutfield Financial
RIAAUM $54.3MTEAM 1REPS 2
Chevelon Capital Management LLC
RIAScottsdale, AZ
AUM $54.3MTEAM 1REPS 1
Stone Wall Financial
RIASan Antonio, TX
AUM $54.3MTEAM 1REPS 3
Valorem LLC
RIANew York, NY
AUM $54.3MTEAM 2REPS 2
Rock Creek Advisors LLC
RIARapid City, SD
AUM $54.2MTEAM 2REPS 3
Simple Wealth LLC
RIALiberty Lake, WA
AUM $54.2MTEAM 1REPS 1
Mountain View Wealth Management LLC
RIAArlington, VA
AUM $54.2MTEAM 1REPS 1
Donnelly Investments
RIAAUM $54.2MTEAM 1REPS 1
Investment Growth Management, Inc
RIAAUM $54.2MTEAM 3REPS 3
Vantage Wealth Management LLC
RIAAUM $54.2MTEAM 1REPS 1
Fidela Wealth
RIACalabasas, CA
AUM $54.2MTEAM 1REPS 1
Alpha
RIANew York, NY
AUM $54.1MTEAM 2REPS 1
Tiedemann & Associates Investment Advisors, Inc.
RIAAUM $54.1MTEAM 3REPS 1
Two Centuries Investments, LLC
RIAAUM $54.1MTEAM 3REPS 2
Integrity Private Wealth Advisors, LLC
RIADallas, TX
AUM $54.1MTEAM 1REPS 1
My Financial Coach, LLC
RIAMidland, MI
AUM $54.1MTEAM 3REPS 3
Wealthcare Solutions, LLC
RIARadnor, PA
AUM $54.1MTEAM 2REPS 2
MOK Financial Planning & Tax, Inc.
RIAMillis, MA
AUM $54MTEAM 1REPS 1
5 Talents Advisors, Inc
RIACameron Park, CA
AUM $54MTEAM 2REPS 2
Harrison Lazarus Advisors, Inc.
RIAAUM $54MTEAM 2REPS 5
Other AUM ranges
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