RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Mulberry Capital Management
RIAAUM $27.5MTEAM 1REPS 1
GFM Asset Management LLC
RIAWeinfelden
AUM $27.5MTEAM 3REPS 3
WMW Management, Inc.
RIAFarmington, UT
AUM $27.5MTEAM 1REPS 1
Avenue Retirement Services
RIAAUM $27.5MTEAM 1REPS 1
Darby Wealth Planning LLC
RIALas Vegas, NV
AUM $27.5MTEAM 1REPS 1
Wealth Acumen, Inc.
RIAAUM $27.5MTEAM 1REPS 1
Wipple Creek, LLC
RIAAUM $27.4MTEAM 1REPS 1
CQL Capital Management
RIAChesterfield, MO
AUM $27.4MTEAM 4REPS 2
Osborne Capital Management
RIASan Diego, CA
AUM $27.4MTEAM 1REPS 1
Sun Creek Holdings LLC
RIACoral Gables, FL
AUM $27.4MTEAM 1REPS 2
Wise Stewardship Financial Planning, LLC
RIAAUM $27.4MTEAM 3REPS 1
Blueprint 360 LLC
RIAHouston, TX
AUM $27.4MTEAM 1REPS 1
GC Alternative Management, LLC
RIAAUM $27.4MTEAM 1REPS 1
Aspera Financial, LLC
RIAAUM $27.4MTEAM 1REPS 1
ST Bernard Asset Management, Inc.
RIARussellville, AR
AUM $27.4MTEAM 1REPS 1
Maidstone Wealth Management, LLC
RIACambridge, NY
AUM $27.4MTEAM 1REPS 1
Dendrite Capital, LLC
RIAAUM $27.4MTEAM 1REPS 1
Advanced Tax & Investments, Inc.
RIAOrlando, FL
AUM $27.4MTEAM 2REPS 2
Surya Capital, LLC
RIAIrvine, CA
AUM $27.4MREPS 1
4/26 Retirement Income Planning & Wealth Management, LLC
RIAGuaynabo, PR
AUM $27.4MTEAM 1REPS 1
The Financial Planning Center, LLC
RIAAUM $27.3MTEAM 1REPS 1
Grand Street Investors
RIANorth Providence, RI
AUM $27.3MTEAM 2REPS 1
Beyond Balanced Financial Planning, LLC
RIAMidland, TX
AUM $27.3MTEAM 1REPS 1
Boddington Capital, LLC
RIAStockton, CA
AUM $27.3MTEAM 2REPS 2
Other AUM ranges
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