RIAs: Under $100M AUM
12,986 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Cross Border Wealth Advisors
RIAAUM $33.4MTEAM 1REPS 1
Mittleman Value Partners LLC
RIAAUM $33.4MTEAM 1REPS 1
Vantage Point Management, Inc.
RIANorth Ogden, UT
AUM $33.4MTEAM 3REPS 4
Dahl Financial Services, Inc.
RIAPolo, IL
AUM $33.4MTEAM 2REPS 1
Wealth Management Institute Ltd.
RIAAUM $33.4MTEAM 2REPS 1
Fuller Asset Management, LLC
RIAScottsdale, AZ
AUM $33.4MTEAM 1REPS 1
Highlands Wealth Advisors, LLC
RIASan Diego, CA
AUM $33.3MTEAM 1REPS 2
Evestia Financial
RIAAUM $33.3MTEAM 2REPS 2
Fowler Financial Management
RIAAUM $33.3MTEAM 2REPS 2
Martino Capital, LLC
RIAAUM $33.3MTEAM 2REPS 2
Tate Capital Group
RIANewport Beach, CA
AUM $33.3MTEAM 1REPS 1
Brave New Wealth
RIAWestlake Village, CA
AUM $33.3MTEAM 1REPS 1
Next Gen Financial Planning
RIASan Diego, CA
AUM $33.3MTEAM 2REPS 2
Stanhouse Financial Planning And Management, LLC
RIADuluth, GA
AUM $33.3MTEAM 1REPS 1
SKY Ridge Wealth Management LLC
RIAAUM $33.3MTEAM 2REPS 2
Nhabla
RIAArlington, VA
AUM $33.3MTEAM 2REPS 2
Bishop Capital Advisors LLC
RIABoca Raton, FL
AUM $33.3MTEAM 2REPS 1
J Sohn, LLC
RIAAUM $33.3MTEAM 2REPS 1
MTR Advisory Services, Inc.
RIAAustin, TX
AUM $33.2MTEAM 1REPS 1
Arcon Wealth Management
RIASouthlake, TX
AUM $33.2MTEAM 1REPS 1
Marsha Lee & Company,Inc.
RIAPalm Desert, CA
AUM $33.2MTEAM 3REPS 3
Viridian Capital
RIAPurchase, NY
AUM $33.2MTEAM 6REPS 5
Gambit Asset Management
RIAAUM $33.2MTEAM 1REPS 1
Forty4 Financial
RIAAUM $33.2MTEAM 1REPS 1
Other AUM ranges
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