RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
The Freedom Experience, Inc.
RIAAUM $20.4MTEAM 1REPS 1
Oakton Financial, LLC
RIAReston, VA
AUM $20.4MTEAM 1REPS 1
Obertlik Wealth Management LLC
RIAAUM $20.4MTEAM 1REPS 1
About Time Financial Planning
RIAAUM $20.4MTEAM 1REPS 1
Golden Lion Wealth Management, LLC
RIAAUM $20.4MTEAM 1REPS 1
Diversified Capital Corp.
RIAAUM $20.4MTEAM 1REPS 1
Pinnacle Financial Freedom LLC
RIAAUM $20.4MTEAM 1REPS 1
Heal Financial LLC
RIAAUM $20.3MTEAM 1REPS 1
Compass Technology Group, Inc.
RIAMenlo Park, CA
AUM $20.3MTEAM 3REPS 3
Rufus Hayes Asset Management, LLC
RIANew Braunfels, TX
AUM $20.3MTEAM 1REPS 1
F2 Wealth
RIACincinnati, OH
AUM $20.3MTEAM 1REPS 1
Vision Financial Services, Inc
RIAMesa, AZ
AUM $20.3MTEAM 1REPS 1
Laughter Financial
RIAAUM $20.3MTEAM 1REPS 1
Teixeira Wealth Management LLC
RIASan Luis Obispo, CA
AUM $20.3MTEAM 2REPS 1
Coastal Wealth Advisory Services, LLC
RIALake Mary, FL
AUM $20.3MTEAM 1REPS 1
Jones Capital Advisors, LLC
RIAMurphy, TX
AUM $20.3MTEAM 1REPS 1
Simpson Capital Management
RIAAUM $20.2MTEAM 1REPS 1
Wentsel Wealth Management, LLC
RIAAUM $20.2MTEAM 1REPS 1
Kith & Kin Wealth
RIAAUM $20.2MTEAM 1REPS 1
Think Different Wealth Advisors LLC
RIAAUM $20.2MTEAM 1REPS 1
Sandpiper Capital, LLC
RIANorfolk, VA
AUM $20.2MTEAM 1REPS 2
Alphaomega Wealth Management, LLC
RIAAUM $20.2MTEAM 1REPS 1
Deleon Wealth LLC
RIAKennewick, WA
AUM $20.2MTEAM 2REPS 2
Apogee Tactical
RIAAUM $20.2MTEAM 1REPS 1
Other AUM ranges
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