RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Compass Private Wealth Consulting, LLC
RIAAUM $19.8MTEAM 1REPS 1
COX & Company Investment Advisors, Inc.
RIAAUM $19.8MTEAM 1REPS 1
Sabana Capital Management, LLC
RIADallas, TX
AUM $19.8MTEAM 1REPS 1
Greenlife Advisors, LLC
RIAHarrison, NY
AUM $19.8MTEAM 1REPS 1
Shepherd Financial LLC
RIAWoodstock, GA
AUM $19.8MTEAM 1REPS 1
Taxdude Financial Advisor
RIAAUM $19.8MTEAM 1REPS 1
Hoover Capital, L.L.C.
RIAAUM $19.8MTEAM 1REPS 1
Ficadenti Tandon Asset Management, Inc.
RIAAUM $19.8MTEAM 2REPS 2
Corax Asset Management
RIAJackson, WY
AUM $19.8MTEAM 1REPS 1
Icon Financial Services LLC
RIAPortland, OR
AUM $19.7MTEAM 3REPS 3
Copia Wealth Management Advisors, Inc.
RIASan Diego, CA
AUM $19.7MTEAM 4REPS 3
Austin Financial Strategies, Inc.
RIAIndianapolis, IN
AUM $19.7MTEAM 1REPS 1
DLB Wealth Advisors LLC
RIAAUM $19.7MTEAM 1REPS 1
John A. Poole-Financial Advisor
RIAHermitage, TN
AUM $19.7MREPS 1
Annova LLC
RIAWilmington, DE
AUM $19.7MTEAM 1REPS 1
4square Advisory Services, Inc.
RIAFenton, MI
AUM $19.7MTEAM 1REPS 1
Cm20 Wealth Management
RIAAUM $19.7MTEAM 1REPS 1
Rugh Financial
RIAAUM $19.7MTEAM 1REPS 1
Hampton Park Financial Planners
RIAAUM $19.7MTEAM 4REPS 3
Donnelly Financial Services
RIAAUM $19.7MTEAM 1REPS 1
R. Hilles Graham
RIAWashington, DC
AUM $19.7MTEAM 1REPS 1
Fluid Financial Planning, LLC
RIAColumbus, GA
AUM $19.7MTEAM 1REPS 1
Corley Capital LLC
RIAAUM $19.7MTEAM 1REPS 1
GDS Investments, LLC
RIAAUM $19.7MTEAM 1REPS 1
Other AUM ranges
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