RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Wakefield Financial Planning, LLC
RIAAUM $22.3MTEAM 1REPS 1
Two Twelve Planning, Inc.
RIASenoia, GA
AUM $22.3MTEAM 1REPS 1
Iqvestment, LLC
RIAAUM $22.3MTEAM 5REPS 3
Bridge To Wealth LLC
RIAAUM $22.3MTEAM 1REPS 1
Spirit Investment Advisors
RIAAUM $22.3MTEAM 1REPS 1
Custom Funds Management LLC
RIAAUM $22.3MTEAM 2REPS 2
LVS Advisory LLC
RIAAUM $22.3MTEAM 2REPS 1
Yield Financial Advisors
RIAMc Kinney, TX
AUM $22.3MTEAM 1REPS 1
Anavrin Capital Management, LP
RIAAUM $22.3MTEAM 1REPS 1
Galvanize Wealth LLC
RIAAUM $22.3MTEAM 1REPS 1
Aviator Financial, LLC
RIAAUM $22.3MTEAM 1REPS 1
Greyfield Capital Management LLC
RIAAUM $22.3MTEAM 1REPS 1
Crossmarket Capital, LLC
RIANewport Beach, CA
AUM $22.3MTEAM 2REPS 1
Vertex Financial Advisors LLC
RIAElkins Park, PA
AUM $22.2MTEAM 1REPS 1
Paracca Financial Group
RIAOsprey, FL
AUM $22.2MTEAM 3REPS 2
Seiwell Advisors, LLC
RIAAUM $22.2MTEAM 2REPS 2
Daceyholden Management, LLC
RIAFort Lee, NJ
AUM $22.2MTEAM 1REPS 1
MAR Financial
RIAAUM $22.2MTEAM 1REPS 1
Prce Management LLC
RIAAlpharetta, GA
AUM $22.2MTEAM 5REPS 5
Mariposa Capital Management, LLC
RIAPasadena, CA
AUM $22.2MTEAM 1REPS 1
Eric Krone Associates, Inc.
RIASunnyside, NY
AUM $22.2MTEAM 1REPS 1
Woodgreen Advisory, LLC
RIAAUM $22.2MTEAM 1REPS 1
Financial Telesis Company
RIASolvang, CA
AUM $22.2MTEAM 1REPS 2
Durant Financial Planning LLC
RIAAUM $22.2MTEAM 1REPS 1
Other AUM ranges
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