RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Lunsford Financial Planning, Inc.
RIALouisville, CO
AUM $45.3MTEAM 1REPS 1
Butler Financial Services, Ltd.
RIAWestlake Village, CA
AUM $45.3MTEAM 2REPS 2
Sawston Wealth Management LLC
RIAOlympia, WA
AUM $45.3MTEAM 1REPS 2
Arrowhead Asset Management
RIAWimberley, TX
AUM $45.3MREPS 1
Invest Smart USA, Inc.
RIAScottsdale, AZ
AUM $45.3MTEAM 2REPS 2
FBS Securities
RIAMc Kinney, TX
AUM $45.3MTEAM 3REPS 1
Gaur Asset Management, Inc.
RIASomerset, NJ
AUM $45.3MTEAM 1REPS 1
James Horton, LLC
RIAAUM $45.3MTEAM 1REPS 1
Cedar Valley Capital LLC
RIARoswell, GA
AUM $45.3MREPS 1
Telos Capital Partners
RIAMount Pleasant, SC
AUM $45.3MTEAM 3REPS 3
Financial Prosperity, Inc.
RIAAUM $45.3MTEAM 2REPS 1
Barrett Capital Partners
RIAWeymouth, MA
AUM $45.3MTEAM 2REPS 2
401k Engineers Inc.
RIATracy, CA
AUM $45.3MTEAM 1REPS 1
West Loop Financial LLC
RIAAUM $45.2MTEAM 1REPS 1
La Jolla Institute For Wealth Management
RIALa Jolla, CA
AUM $45.2MTEAM 2REPS 3
Family Wealth Advisors
RIAFarmington, UT
AUM $45.2MTEAM 3REPS 2
Core Partners
RIAAUM $45.2MTEAM 3REPS 3
7 Saturdays Financial
RIAAUM $45.2MTEAM 1REPS 1
Intuitive Wealth Management, LLC
RIAAUM $45.2MTEAM 1REPS 1
Pysnik Financial, LLC
RIAPasadena, CA
AUM $45.2MTEAM 2REPS 2
Naworski Investments
RIAAUM $45.1MTEAM 2REPS 1
Everguide Financial Group, LLC
RIACranford, NJ
AUM $45.1MTEAM 1REPS 1
Capra Credit Management, LLC
RIANew York, NY
AUM $45.1MTEAM 3REPS 3
Capra Ibex Credit Opportunities, LLC
RIANew York, NY
AUM $45.1MTEAM 8REPS 6
Other AUM ranges
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