RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Equal Path Investments
RIATacoma, WA
AUM $23.3MTEAM 4REPS 1
Trilogy Investment Management, LLC
RIAAUM $23.3MTEAM 1REPS 1
Woven Capital, LLC
RIARedding, CA
AUM $23.3MTEAM 1REPS 2
Gantt Financial Advisors, LLC
RIADaphne, AL
AUM $23.3MTEAM 1REPS 1
Compass Rose Advisors, Inc.
RIASan Francisco, CA
AUM $23.3MTEAM 2REPS 2
Lindsey Wealth Management
RIAVincennes, IN
AUM $23.3MTEAM 1REPS 1
Birch Investment Management, L.L.C.
RIABrookings, SD
AUM $23.3MTEAM 1REPS 1
Anhinga Investment Partners
RIABrooklyn, NY
AUM $23.3MTEAM 1REPS 1
Lakeland Investment Advisors, LLC
RIAAUM $23.3MTEAM 1REPS 1
Prestige Capital Management, LLC
RIAAUM $23.3MTEAM 2REPS 2
Tomassi Financial Planning, LLC
RIAAUM $23.3MTEAM 1REPS 2
Torre Financial
RIAAUM $23.2MTEAM 1REPS 1
KML Financial Services Group, L.L.C.
RIAManasquan, NJ
AUM $23.2MTEAM 2REPS 3
Steeley Advisory, LLC
RIABethesda, MD
AUM $23.2MTEAM 1REPS 1
Full of Grace Financial
RIAAUM $23.2MTEAM 2REPS 2
Worthwise Financial Partners
RIAAUM $23.2MTEAM 1REPS 1
Financial Life Planning, LLC
RIAMarlton, NJ
AUM $23.2MTEAM 2REPS 1
Flynn Capital Management LLC
RIAAUM $23.2MTEAM 1REPS 1
Pacific Harbor Holdings, Limited
RIAHong Kong
AUM $23.2MTEAM 16REPS 4
Janal Capital Management LLC
RIAAUM $23.2MTEAM 1REPS 2
SOO Financial L.L.C.
RIAAUM $23.2MTEAM 1REPS 1
Wealthspring Financial Advisors, LLC
RIAAUM $23.2MTEAM 231946911REPS 1
Lefleur Financial
RIAJackson, MS
AUM $23.2MTEAM 1REPS 1
Penfacs Financial Services
RIASouthborough, MA
AUM $23.2MTEAM 3REPS 3
Other AUM ranges
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