RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Parrot Finance, Inc.
RIAAUM $30.1MTEAM 5REPS 3
Rising Capital Inc.
RIAMill Valley, CA
AUM $30.1MTEAM 1REPS 1
Red Clover Wealth Management, LLC
RIAAUM $30.1MTEAM 1REPS 1
Exos Wealth Strategies, LLC
RIAAUM $30.1MTEAM 5REPS 4
NO Other Primary Business Name
RIAAUM $30.1MREPS 1
Riverwood Capital Advisors, LLC
RIAAUM $30.1MTEAM 1REPS 1
Oakwood Wealth Advisors Ltd.
RIAAUM $30.1MTEAM 1REPS 1
Epiphany Wealth Management
RIAHouston, TX
AUM $30.1MTEAM 1REPS 1
Osprey Capital Management, LLC
RIARock Hall, MD
AUM $30.1MTEAM 1REPS 1
Sterling Advisory Group LLC
RIASouthfield, MI
AUM $30.1MTEAM 1REPS 1
P3 Wealth Management
RIACordova, TN
AUM $30.1MTEAM 4REPS 1
Servus Capital Management
RIALynchburg, VA
AUM $30.1MTEAM 1REPS 1
147th Group LLC
RIAAUM $30.1MTEAM 1REPS 1
Kapok Capital LLC
RIAAUM $30.1MTEAM 1REPS 1
PIP Capital & Consulting, LLC
RIAAUM $30.1MTEAM 1REPS 1
Riser Investing, LLC
RIAAUM $30.1MTEAM 1REPS 1
Maxwell Family Office, LLC
RIAAUM $30MTEAM 1REPS 1
JD Investment Management, LLC
RIACottonwood Heights, UT
AUM $30MTEAM 1REPS 1
Contemporary Planning Alternatives
RIAAUM $30MTEAM 1REPS 1
Octavewealth
RIASan Francisco, CA
AUM $30MTEAM 2REPS 3
Emerge Capital Management
RIABuffalo, NY
AUM $30MTEAM 5REPS 2
Toucan Financial, Inc.
RIAAUM $30MTEAM 1REPS 1
Lotus Investment Advisors
RIARye, NY
AUM $30MTEAM 2REPS 1
Pegasus Investment Management LLC
RIAAUM $30MTEAM 1REPS 1
Other AUM ranges
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