RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Bentley Wealth Management, LLC
RIAMarblehead, MA
AUM $38.9MTEAM 1REPS 1
Carolina Wealth Strategies, LLC
RIACary, NC
AUM $38.9MTEAM 1REPS 1
Baker Jensen Investment Advisors, LLC
RIASan Clemente, CA
AUM $38.9MTEAM 1REPS 1
Native American Fund Advisors LLC
RIATulsa, OK
AUM $38.9MTEAM 6REPS 11
O'Donnell Portfolio Management, Inc.
RIAAUM $38.9MTEAM 1REPS 1
Marquise Wealth Management, LLC
RIACharlotte, NC
AUM $38.9MTEAM 2REPS 3
Darkhorse Advisor
RIAAUM $38.9MTEAM 1REPS 1
Ridgewood Capital Management
RIAAUM $38.9MTEAM 2REPS 2
Kaiser Wealth Management
RIAAUM $38.9MTEAM 1REPS 1
DUE North Financial, LLC
RIAEveleth, MN
AUM $38.8MTEAM 1REPS 1
RMC Financial Advisors, LLC
RIADavis, CA
AUM $38.8MTEAM 3REPS 3
W. Swartz & Co, LLC
RIAAUM $38.8MTEAM 2REPS 2
Pegasus Management Services L.L.C.
RIAAUM $38.8MTEAM 3REPS 3
Keystone Wealth Advisors, LLC
RIAReno, NV
AUM $38.8MTEAM 3REPS 4
Evolution Financial LLC
RIAMadison, WI
AUM $38.8MTEAM 1REPS 1
True Life Wealth Management, LLC
RIATampa, FL
AUM $38.8MTEAM 1REPS 1
Austin 180 Advisory Group LLC
RIAAustin, TX
AUM $38.8MTEAM 1REPS 1
Baluarte Capital US
RIAAUM $38.8MTEAM 3REPS 4
The Retirement Solutions Group
RIAAUM $38.8MTEAM 3REPS 3
Mcclain Value Management, LLC
RIANew Canaan, CT
AUM $38.8MTEAM 2REPS 1
Wealth Planning Group LLC
RIAMinnetonka, MN
AUM $38.7MTEAM 1REPS 1
RHB Capital, Inc.
RIAHuntington Beach, CA
AUM $38.7MTEAM 1REPS 1
Brighter Investing, Pb LLC
RIAAtlanta, GA
AUM $38.7MTEAM 2REPS 1
Sustain Financial Inc.
RIAAUM $38.7MTEAM 2REPS 2
Other AUM ranges
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