RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
SPP Credit Advisors II LLC
RIANew York, NY
AUM $50.2MTEAM 7REPS 4
Meritage Wealth Management
RIACarlsbad, CA
AUM $50.2MTEAM 1REPS 1
Pulse Wealth
RIAAUM $50.1MTEAM 1REPS 1
Monadnock Capital Partners, LLC
RIAAUM $50.1MTEAM 4REPS 4
True North Financial Advisors, LLC
RIAHilliard, OH
AUM $50.1MTEAM 2REPS 2
Beltramo Financial Services, Inc.
RIAIrvine, CA
AUM $50.1MTEAM 1REPS 1
Silver Capital Management, LLC
RIAAUM $50.1MTEAM 2REPS 2
VM Jones Financial Consulting, L.L.C.
RIAGilbert, AZ
AUM $50.1MTEAM 1REPS 1
RSG Financial Group Inc
RIAStockton, CA
AUM $50.1MTEAM 2REPS 3
Eagles Coast Wealth Management, LLC
RIADaniel Island, SC
AUM $50.1MTEAM 2REPS 2
Divergent Capital Asset Management LLC
RIADoral, FL
AUM $50.1MTEAM 4REPS 4
Sound View Financial Advisors
RIAWalpole, MA
AUM $50.1MTEAM 4REPS 3
A. Gary Shilling & Co
RIASpringfield, NJ
AUM $50.1MTEAM 5REPS 2
Datapath Investment Advisors, Inc.
RIALittle Rock, AR
AUM $50MTEAM 1REPS 7
Arrowhead Investment Advisors, LLC
RIAAUM $50MTEAM 1REPS 1
D.A. Flowers & Company, LLC
RIABerkeley, CA
AUM $50MTEAM 1REPS 1
Barber & Associates
RIAAUM $50MTEAM 1REPS 1
One68 Global Capital, LLC
RIANew York, NY
AUM $50MTEAM 4REPS 1
Paul R. Williams Investment Advisor
RIAAUM $50MTEAM 1REPS 1
Alban Investment Management, LLC
RIAAUM $50MREPS 2
Avondale Conquest, LLC
RIASausalito, CA
AUM $50MTEAM 2REPS 1
Northpoint Financial Planning LLC
RIADelaware, OH
AUM $50MTEAM 1REPS 1
DV Capital Management, LLC
RIAAUM $50MTEAM 1REPS 1
Prime Capital Equities LLC
RIAAUM $50MTEAM 2REPS 2
Other AUM ranges
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