RIAs: Under $100M AUM
12,986 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Aspen Wealth Management, LLC
RIAAUM $33.2MTEAM 1REPS 1
Merit Advisors, Inc.
RIAOklahoma City, OK
AUM $33.2MTEAM 4REPS 4
New Millennium Asset Management, Inc.
RIAAUM $33.2MTEAM 2REPS 2
Personal Best Financial LLC
RIAAUM $33.2MTEAM 1REPS 1
CSA Financial Management, Inc.
RIAAUM $33.2MTEAM 1REPS 1
Integrity Financial Group
RIAFort Worth, TX
AUM $33.1MTEAM 3REPS 3
Delphi Advisers
RIAVancouver, WA
AUM $33.1MTEAM 1REPS 1
80/20 Financial Services
RIAAUM $33.1MTEAM 1REPS 1
Financial Consulting Associates
RIAAUM $33.1MTEAM 1REPS 1
Root Wealth Management
RIAAUM $33.1MTEAM 2REPS 2
Trestle Wealth Advisory, LLC
RIADuluth, GA
AUM $33.1MTEAM 1REPS 1
Ajax Capital Advisors, Inc.
RIAAtlanta, GA
AUM $33.1MTEAM 4REPS 4
Acquirers Funds, LLC
RIARolling Hills Estates, CA
AUM $33.1MTEAM 1REPS 1
Cardinal Wealth Partners, LLC
RIAChapel Hill, NC
AUM $33.1MTEAM 1REPS 1
Tactical Investment Advisors, LLC
RIAHuntersville, NC
AUM $33.1MTEAM 3REPS 3
Bluewater Wealth Management, LLC
RIAAUM $33.1MTEAM 1REPS 1
Lee Capital Management #1 LLC
RIAAUM $33.1MTEAM 1REPS 1
Mcmillan Analysis Corporation
RIAAUM $33.1MTEAM 9REPS 5
Harvest Advisors, LLC
RIACanton, OH
AUM $33.1MTEAM 3REPS 3
Telos Solutions
RIAAUM $33MTEAM 1REPS 1
Johannsen & Associates, Inc.
RIASanta Barbara, CA
AUM $33MTEAM 1REPS 1
Aust Financial Advisory, LLC
RIAAUM $33MTEAM 1REPS 1
Soloman Hill I LLC
RIAAUM $33MTEAM 2REPS 2
Lumen Capital Management, L.L.C.
RIAAUM $33MTEAM 1REPS 1
Other AUM ranges
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