RIAs: Under $100M AUM
12,982 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
LIS Inc
RIAAUM $28.1MTEAM 1REPS 1
Couture Financial Inc.
RIASarasota, FL
AUM $28.1MTEAM 2REPS 2
Certified Planning Services, LLC
RIAPonte Vedra, FL
AUM $28.1MTEAM 1REPS 1
Astrop Advisory Corporation
RIAAUM $28.1MTEAM 2REPS 3
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
Derivaty Co
RIAWhite Plains, NY
AUM $28MTEAM 3REPS 2
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 8
Harris Investment Advisors LLC
RIAScottsdale, AZ
AUM $28MTEAM 1REPS 1
Harbor Investment Advisors
RIAAUM $28MTEAM 1REPS 1
SML Capital LLC
RIAAUM $28MTEAM 1REPS 2
Da Inv
RIALondon
AUM $28MTEAM 6REPS 1
A Narrow Road, LLC
RIAAUM $28MTEAM 1REPS 1
Thureos Asset Management LLC
RIAMiami, FL
AUM $28MTEAM 1REPS 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
Other AUM ranges
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