RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Vetter Planning
RIAAUM $41.6MTEAM 1REPS 1
Gallagher Capital Corp.
RIAAUM $41.5MTEAM 1REPS 1
Glacierwealth
RIAWhitefish, MT
AUM $41.5MTEAM 1REPS 1
Tabernacle Equity Management LLC
RIASouthlake, TX
AUM $41.5MTEAM 8REPS 2
Carlisle Financial Management, LLC
RIAAUM $41.5MTEAM 1REPS 1
Gilbert Rich & Associates
RIAAtlanta, GA
AUM $41.5MTEAM 1REPS 1
Blue River Capital Management
RIAAUM $41.5MTEAM 2REPS 2
Planned Financial Security
RIAAUM $41.5MTEAM 1REPS 1
The Portola Group Inc
RIAAUM $41.4MTEAM 1REPS 1
F2F Retirement, LLC
RIATooele, UT
AUM $41.4MTEAM 3REPS 3
Lyles Wealth Management LLC
RIACalhoun, GA
AUM $41.4MTEAM 1REPS 1
Redwing Financial
RIAIL
AUM $41.4MTEAM 1REPS 1
Norman Kramer Investments, Inc.
RIAWestport, CT
AUM $41.4MTEAM 1REPS 1
Hathaway Capital Management, LLC
RIAAUM $41.4MTEAM 1REPS 1
Coherent Financial Advisers, LLC
RIAAUM $41.3MTEAM 2REPS 2
Navigate Financial LLC
RIAAUM $41.3MTEAM 1REPS 1
Pinelight Financial Pllc
RIAAUM $41.3MTEAM 1REPS 1
American Northwest Advisory Services L.L.C.
RIAFederal Way, WA
AUM $41.3MTEAM 6REPS 5
Sound & Secure Advisors LLC
RIAAUM $41.3MTEAM 1REPS 1
Wiseowl Capital, LLC
RIAAUM $41.3MTEAM 1REPS 1
RB Salzman Wealth Management, LLC
RIAAUM $41.3MTEAM 1REPS 1
Sitka Pacific Capital Management, LLC
RIASeattle, WA
AUM $41.3MTEAM 2REPS 2
G. Earl Mowrey & Co, L.L.C.
RIAYoungstown, OH
AUM $41.3MTEAM 2REPS 2
Strategic Asset Planning
RIAGainesville, FL
AUM $41.2MTEAM 1REPS 1
Other AUM ranges
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