RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
LPR Capital, Inc.
RIAPasadena, CA
AUM $39.3MTEAM 1REPS 1
Wisdom Wealth Management
RIABloomington, MN
AUM $39.3MTEAM 2REPS 1
Taylor Stephens, Inc.
RIAAUM $39.2MTEAM 1REPS 2
MJM Investment Advisors, Inc.
RIAAUM $39.2MTEAM 1REPS 1
Symphony Retirement Partners LLC
RIARound Rock, TX
AUM $39.2MTEAM 3REPS 3
Audible Wealth Management
RIASilver Spring, MD
AUM $39.2MTEAM 5REPS 4
Stock Pro
RIABellingham, WA
AUM $39.2MTEAM 2REPS 2
Zero Gravity Financial, LLC
RIAAUM $39.2MTEAM 1REPS 1
Able Money LLC
RIAAUM $39.2MTEAM 1REPS 1
Sperka Investment Management, LLC
RIAAUM $39.2MTEAM 1REPS 1
Alegria Asset Management
RIAYakima, WA
AUM $39.2MTEAM 3REPS 3
FSR Wealth Management, LLC
RIAAUM $39.2MTEAM 1REPS 1
Entrust Parable Capital, LLC
RIAAUM $39.1MTEAM 1REPS 1
AMS Capital Management LLC
RIASan Mateo, CA
AUM $39.1MTEAM 1REPS 1
Beacon Light Wealth Management
RIACarnegie, PA
AUM $39.1MTEAM 3REPS 2
Iliad Wealth Solutions
RIAAUM $39.1MTEAM 3REPS 2
Bollinger Capital Management, Inc.
RIARedondo Beach, CA
AUM $39.1MTEAM 3REPS 3
Riverbend Planning Group LLC
RIAChicago, IL
AUM $39.1MTEAM 1REPS 1
Elion Financial, LLC
RIATucson, AZ
AUM $39.1MTEAM 1REPS 1
JY Capital Management
RIAAUM $39.1MTEAM 1REPS 1
Gilead Capital LP
RIANew York, NY
AUM $39.1MTEAM 3REPS 2
Amidon & Petersen Financials, LLC
RIAAlbany, NY
AUM $39.1MTEAM 2REPS 2
Cereus Financial Advisors, LLC
RIAFranklin Lakes, NJ
AUM $39.1MTEAM 3REPS 2
Dogwood Investment Advisors
RIANorthbrook, IL
AUM $39.1MTEAM 1REPS 1
Other AUM ranges
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