RIAs: Under $100M AUM
12,868 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Summit Investment Management, Ltd.
RIAGreenfield, WI
AUM $87MTEAM 3REPS 3
Goalen Capital Advisors, LLC
RIAWest Valley, UT
AUM $87MTEAM 2REPS 1
Orasis Capital
RIAGeneva
AUM $87MTEAM 5REPS 3
Akram M. Omari, Cpa
RIASan Francisco, CA
AUM $87MTEAM 1REPS 1
Stoke Capital
RIAAUM $87MTEAM 1REPS 1
Sterling Asset Management Co Inc
RIAAUM $87MTEAM 1REPS 1
Spitfire Capital LLC
RIASan Rafael, CA
AUM $87MTEAM 4REPS 2
Investment Research Corporation
RIAAUM $87MTEAM 1REPS 1
LK Financial Planning LLC
RIANew York, NY
AUM $86.9MTEAM 1REPS 1
Ecos Wealth Advisors
RIAClarkston, MI
AUM $86.9MTEAM 4REPS 4
MQ Private Wealth
RIATorrance, CA
AUM $86.9MTEAM 1REPS 1
Atrato Asset Management LLC
RIAAUM $86.9MTEAM 1REPS 3
Downey Capital Management, Inc.
RIABoston, MA
AUM $86.9MTEAM 3REPS 4
Laguna Coast Capital
RIAAUM $86.8MTEAM 2REPS 1
Cathedral Square Capital
RIATulsa, OK
AUM $86.8MTEAM 3REPS 2
Cline Financial Concepts, LLC
RIAChampaign, IL
AUM $86.8MTEAM 1REPS 1
Rowley Financial LLC
RIAAUM $86.8MTEAM 2REPS 2
ARC Asset Management LLC
RIAAtlanta, GA
AUM $86.8MTEAM 7REPS 1
Atlas Peak Advisors, Inc.
RIAAUM $86.8MTEAM 1REPS 1
Joseph John Hasson Jr
RIAAUM $86.8MTEAM 1REPS 1
Gibco Capital Advisors
RIAClinton, OK
AUM $86.8MTEAM 4REPS 3
O'Neill Financial Management, Inc.
RIALake Forest, CA
AUM $86.7MTEAM 3REPS 3
Seahorse Financial Advisers Inc.
RIAMillbrook, NY
AUM $86.7MTEAM 1REPS 1
Sonmore Financial LLC
RIAChandler, AZ
AUM $86.7MTEAM 4REPS 1
Other AUM ranges
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