RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Financial Planning Analysts, LLC
RIAMelville, NY
AUM $25.7MTEAM 1REPS 1
Windham Financial Services, Inc.
RIAAUM $25.7MTEAM 2REPS 2
Yellow Dog Financial, Inc.
RIAAUM $25.7MTEAM 1REPS 1
Mordkovich Capital, LLC
RIAAUM $25.7MTEAM 1REPS 1
Wanda Kilman Pittman
RIARoanoke, VA
AUM $25.6MTEAM 1REPS 1
Petrilli Capital Management LLC
RIAAUM $25.6MTEAM 1REPS 1
Cirrus Capital Management, LLC
RIAAUM $25.6MTEAM 2REPS 2
Sullivan Capital Management
RIAAUM $25.6MTEAM 1REPS 1
B&L Wealth Group, LLC
RIAMclean, VA
AUM $25.6MTEAM 2REPS 2
Olson Economics, LLC
RIAAUM $25.6MTEAM 1REPS 1
Kingdom Capital Advisors, LLC
RIAFairfax, VA
AUM $25.6MTEAM 2REPS 2
RHM Capital Management, Inc.
RIAFort Worth, TX
AUM $25.6MTEAM 3REPS 1
Granderson Wealth Management Group Inc
RIADenver, CO
AUM $25.6MTEAM 1REPS 1
Sierra Financial Planning & Asset Management
RIARoseville, CA
AUM $25.6MTEAM 1REPS 1
Bowman Retirement Planning
RIAAUM $25.6MTEAM 1REPS 1
Sci, Inc.
RIAHouston, TX
AUM $25.6MTEAM 3REPS 2
Perpetual Capital Advisors, LLC
RIAAUM $25.6MTEAM 1REPS 1
AK Investing
RIASarasota, FL
AUM $25.6MTEAM 1REPS 1
Finiat, LLC
RIAMount Dora, FL
AUM $25.6MTEAM 7REPS 4
Motus Wealth
RIAAtlanta, GA
AUM $25.6MTEAM 2REPS 2
Phase Two Capital, LLC
RIAAUM $25.5MTEAM 1REPS 1
Widener & Asher Asset Management LLC
RIAEllinwood, KS
AUM $25.5MTEAM 2REPS 2
Fuller Capital Management, LLC
RIAAUM $25.5MTEAM 2REPS 1
Greenhill Financial Partners
RIARutland, VT
AUM $25.5MTEAM 3REPS 2
Other AUM ranges
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