RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Farrauto Wealth Management, Inc
RIANew York, NY
AUM $31.1MTEAM 1REPS 1
BW Financial Planning
RIAAUM $31.1MTEAM 1REPS 1
Stapleton Asset Management, LLC
RIAAUM $31.1MTEAM 3REPS 2
Financial Lifestyle Management
RIAGreenville, TX
AUM $31.1MTEAM 1REPS 1
Legacy Financial Designs
RIAShenandoah, TX
AUM $31MTEAM 3REPS 2
Beacon Financial Planners, Inc
RIAHouston, TX
AUM $31MTEAM 3REPS 1
Spinelli Financial Advisors, Inc
RIAAUM $31MTEAM 1REPS 1
Heinz Global Asset Management, Inc.
RIAAUM $31MTEAM 1REPS 1
Bodhi Tree Capital Management, LLC
RIAAUM $31MTEAM 2REPS 2
Eagle Talon Partners
RIANaples, FL
AUM $31MTEAM 3REPS 3
Team Covert, LLC
RIAAuburn Hills, MI
AUM $31MTEAM 2REPS 2
New Light Financial
RIAEnglewood, CO
AUM $31MTEAM 1REPS 2
Brightstone Capital Management, LLC
RIASt Clair Port Of Spain
AUM $31MTEAM 1REPS 1
R.M. Shannon Wealth Management, LLC
RIASaint Paul, MN
AUM $31MTEAM 1REPS 1
Personal Financial Management, Inc.
RIAAUM $31MTEAM 1REPS 1
SJC Capital Advisors LLC
RIAAUM $30.9MTEAM 1REPS 1
Tifin Give
RIABoulder, CO
AUM $30.9MTEAM 20REPS 3
Bayview Investment Counsel, Inc
RIAStevensville, MD
AUM $30.9MTEAM 2REPS 2
Valentine Investments, LLC
RIADallas, TX
AUM $30.9MTEAM 2REPS 2
Chancellor Financial Services, Inc.
RIAOrland Park, IL
AUM $30.9MTEAM 1REPS 1
Financial One, Inc.
RIAAUM $30.9MTEAM 1REPS 1
Strada Wealth Management, LLC
RIAWest Lake Hills, TX
AUM $30.9MTEAM 5REPS 1
FMT Investment Advisory
RIAAUM $30.9MTEAM 1REPS 1
Iplan
RIAWinter Haven, FL
AUM $30.9MTEAM 1REPS 1
Other AUM ranges
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