RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Bertolet Capital LLC
RIANew York, NY
AUM $35.8MTEAM 1REPS 1
Global Insight Advisors
RIAAUM $35.8MTEAM 4REPS 3
Memento Financial Planning
RIAAUM $35.8MTEAM 1REPS 1
Barlas O'Reilly Wealth Management, LLC
RIATarpon Springs, FL
AUM $35.8MTEAM 4REPS 4
Christman Financial Advisors LLC
RIAAUM $35.8MTEAM 1REPS 1
B3 Wealth Strategies
RIABellevue, WA
AUM $35.8MTEAM 6REPS 4
Lemme Investment Group, LLC
RIAAUM $35.8MTEAM 2REPS 2
Denali Financial Group, LLC
RIATopeka, KS
AUM $35.8MTEAM 3REPS 4
Gurufocus Investments, LLC
RIAPlano, TX
AUM $35.8MTEAM 1REPS 2
Eudaimonia Wealth
RIABuffalo, NY
AUM $35.8MTEAM 1REPS 1
Princeton Center Planning And Investments, LLC
RIABrunswick, OH
AUM $35.8MTEAM 2REPS 2
TAG Wealth Advisors
RIAAUM $35.7MTEAM 2REPS 2
Smarter And Wise
RIAAUM $35.7MTEAM 1REPS 1
CTS Consulting, LLC
RIAAUM $35.7MTEAM 1REPS 1
Downie Financial Group
RIAMission Viejo, CA
AUM $35.7MTEAM 1REPS 1
Kccs Management Inc.
RIAAUM $35.7MTEAM 2REPS 1
MF Advisers, Inc.
RIAAUM $35.7MTEAM 2REPS 2
Komons Financial LLC
RIACarrollton, TX
AUM $35.7MTEAM 1REPS 1
Dee-Ann R. Fox, Cfp
RIAAUM $35.7MTEAM 1REPS 1
Strongside Asset Management LLC
RIAOak Brook, IL
AUM $35.6MTEAM 1REPS 1
ICN Holding
RIAFreehold, NJ
AUM $35.6MTEAM 6REPS 2
Dewitt And Dunn Financial Services, LLC
RIAAddison, TX
AUM $35.6MTEAM 3REPS 4
Bridgewise Wealth Management
RIATroy, MI
AUM $35.6MTEAM 4REPS 1
F3 Capital
RIAPortsmouth, NH
AUM $35.6MTEAM 1REPS 1
Other AUM ranges
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