RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Patrumin Investors, LLC
RIANaples, FL
AUM $23.8MTEAM 1REPS 1
Windemere Advisors, LLC
RIAValdosta, GA
AUM $23.8MTEAM 1REPS 1
Clearbrook Investment Management, LLC
RIAAUM $23.8MTEAM 3REPS 3
Oake Financial LLC
RIAAUM $23.8MTEAM 1REPS 1
Walkerhaven Capital Management, LLC
RIAAUM $23.8MTEAM 1REPS 1
Springwood Financial Advisors
RIADallas, TX
AUM $23.8MTEAM 1REPS 1
Griffin Financial Services
RIAAUM $23.8MTEAM 1REPS 1
Keepsake Management Inc.
RIAAUM $23.8MTEAM 1REPS 1
GBG Wealth Management LLC
RIALone Tree, CO
AUM $23.8MTEAM 4REPS 4
Abundit Wealth
RIASan Jose, CA
AUM $23.8MTEAM 2REPS 1
Jackson Wealth Inc
RIAFranklin, TN
AUM $23.8MTEAM 2REPS 2
Sunrise Wealth Management, LLC
RIATucson, AZ
AUM $23.7MTEAM 1REPS 2
Blue Ocean Wealth Management, LLC
RIAClearwater, FL
AUM $23.7MTEAM 1REPS 1
R.O.S. Asset Management
RIAAUM $23.7MTEAM 1REPS 1
Financial Strategies Wealth Management LLC
RIAAUM $23.7MTEAM 2REPS 2
ZIA Investment Advisors
RIAAUM $23.7MTEAM 1REPS 1
Huron Investment Management, Inc.
RIAChicago, IL
AUM $23.7MTEAM 1REPS 1
Black Diamond Advisory Partners
RIAAUM $23.7MTEAM 1REPS 1
LFN Advisors Inc.
RIAMuskegon, MI
AUM $23.7MTEAM 4REPS 4
West Arbor Solutions, LLC
RIAAUM $23.7MTEAM 2REPS 2
Coleman Advisory, LLC
RIAAUM $23.7MTEAM 1REPS 1
Anchor Wealth Advisor
RIAAUM $23.7MTEAM 1REPS 1
Virtual Investment Planning LLC
RIAAUM $23.7MTEAM 2REPS 1
G.C. Steele & Company
RIAAUM $23.7MTEAM 1REPS 1
Other AUM ranges
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