RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Apogee Global Advisors, Inc.
RIAAUM $28.1MTEAM 1REPS 1
Peacelink Financial Planning
RIAVirginia Beach, VA
AUM $28.1MTEAM 3REPS 2
Integrated Asset Management, Inc.
RIAAUM $28.1MTEAM 1REPS 1
Jackson Asset Management, Inc
RIAAUM $28MTEAM 1REPS 1
Cerner Capital Management, LLC
RIASnellville, GA
AUM $28MTEAM 3REPS 1
First Fidelity Wealth Management LLC
RIANew Braunfels, TX
AUM $28MTEAM 2REPS 2
The Investment and Philanthropy Corporation
RIASausalito, CA
AUM $28MTEAM 2REPS 3
Harbor Investment Advisors
RIAAUM $28MTEAM 1REPS 1
Harris Investment Advisors LLC
RIAScottsdale, AZ
AUM $28MTEAM 1REPS 1
Delaware Avenue Advisors Inc.
RIABuffalo, NY
AUM $28MTEAM 2REPS 3
A Narrow Road, LLC
RIAAUM $28MTEAM 1REPS 1
Derivaty Co
RIAWhite Plains, NY
AUM $28MTEAM 3REPS 2
SML Capital LLC
RIAAUM $28MTEAM 1REPS 2
Thureos Asset Management LLC
RIAMiami, FL
AUM $28MTEAM 1REPS 1
Bakalis Financial Inc.
RIAAUM $28MTEAM 1REPS 1
Investment Trends Capital Group LLC
RIAAUM $28MTEAM 1REPS 1
Universal Wealth Management LLC
RIASurprise, AZ
AUM $28MTEAM 6REPS 5
Da Inv
RIALondon
AUM $28MTEAM 6REPS 1
The Financial Coaching Group, Inc.
RIALaguna Hills, CA
AUM $28MTEAM 3REPS 2
T. Mann Financial
RIAAUM $28MTEAM 2REPS 2
Vivcap LLC
RIAAUM $28MTEAM 1REPS 1
RCK Wealth Advisory LLC
RIAAUM $28MTEAM 1REPS 1
Shift Fynancial
RIAAUM $28MTEAM 1REPS 1
Schultz Retirement Income Solutions, Inc.
RIARockland, ME
AUM $28MTEAM 1REPS 1
Other AUM ranges
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