RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
KDB Asset Management, LLC
RIANew York, NY
AUM $20MTEAM 2REPS 2
Northrock Investments, Pllc
RIAAUM $20MTEAM 1REPS 1
Taylor Frigon Family Office, LLC
RIAScottsdale, AZ
AUM $20MTEAM 11REPS 7
Strategic Capital Planning, Inc.
RIAAUM $20MTEAM 1REPS 1
CNL Fund Advisors II, LLC
RIAOrlando, FL
AUM $19.9MTEAM 6REPS 4
Wood J D & Co
RIAAUM $19.9MTEAM 1REPS 1
Optifolio
RIAAUM $19.9MTEAM 1REPS 1
Liberty Advisers Inc.
RIAAUM $19.9MTEAM 1REPS 5
Vista Financial Services LLC
RIAAlpha, NJ
AUM $19.9MTEAM 1REPS 1
Good Life Wealth Management LLC
RIAAUM $19.9MTEAM 1REPS 1
Candent Capital, LLC
RIAAUM $19.9MTEAM 1REPS 1
Wolf Pine Capital
RIAPortsmouth, NH
AUM $19.9MTEAM 1REPS 1
GQO Investment Advisors, Inc.
RIAAUM $19.9MTEAM 1REPS 1
Wealth Personal
RIAElk Rapids, MI
AUM $19.9MTEAM 3REPS 2
Three Lakes Advisors, Inc.
RIAAUM $19.9MTEAM 1REPS 1
Creative Wealth Builders, LLC
RIAAUM $19.9MTEAM 1REPS 1
Lloyd Financial Group LLC
RIAUnion, KY
AUM $19.9MTEAM 2REPS 2
Fierro, Christopher P
RIAAUM $19.9MTEAM 1REPS 1
Protected Capital Management
RIAAUM $19.9MTEAM 2REPS 2
Prospect Trading LLC
RIAAUM $19.9MTEAM 1REPS 1
Roosevelt Advisors LLC
RIAAUM $19.9MTEAM 2REPS 2
Lynch Retirement Advisors, LLC
RIACanal Winchester, OH
AUM $19.8MTEAM 1REPS 1
Dominion Financial Consultants, LLC
RIAAUM $19.8MREPS 1
Andy Millard Advisory, LLC
RIAAUM $19.8MTEAM 1REPS 1
Other AUM ranges
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