RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Ursa Financial, LLC
RIAAUM $16.6MTEAM 1REPS 1
Fortified Wealth
RIAElkhart, IN
AUM $16.6MTEAM 1REPS 1
Roots First Wealth Management
RIAHighlands Ranch, CO
AUM $16.6MTEAM 2REPS 2
Chanakya Business Ventures LLC
RIAAUM $16.6MTEAM 1REPS 1
Aspen Trail Wealth Management, LLC
RIAAUM $16.6MTEAM 1REPS 1
Midwest Capital Financial Advisors, LLC
RIADecatur, IN
AUM $16.6MTEAM 2REPS 2
Sobel Financial LLC
RIADenver, CO
AUM $16.6MTEAM 1REPS 1
Scott And Associates Of Texas, Inc.
RIAAUM $16.6MTEAM 2REPS 2
Cascade Wealth Management Solutions Inc.
RIAAUM $16.6MTEAM 1REPS 1
B.W. Belisle Planning & Strategy Company LLC
RIAAUM $16.6MTEAM 1REPS 1
Wealth Strategies & Solutions, Ltd.
RIARochester, NY
AUM $16.6MTEAM 1REPS 1
Legacy Financial, Ltd
RIAAUM $16.6MTEAM 1REPS 1
Intuitivo LLC
RIAGuaynabo, PR
AUM $16.5MTEAM 1REPS 1
CS Ellis
RIAAUM $16.5MTEAM 1REPS 1
Baldwin Financial, LLC
RIAOklahoma City, OK
AUM $16.5MTEAM 1REPS 1
Altruist Wealth Management
RIAAUM $16.5MTEAM 1REPS 1
MRC Group LLC
RIAAUM $16.5MTEAM 1REPS 1
Maredin Wealth Advisors
RIAAUM $16.5MTEAM 1REPS 1
Rebellion Research
RIANew York, NY
AUM $16.5MTEAM 4REPS 6
Kuli Capital Management
RIAAUM $16.5MTEAM 1REPS 1
Parker Wealth Management, LLC
RIAWindsor, CT
AUM $16.5MTEAM 1REPS 1
Strategic Wealth Management LLC
RIABriarcliff Manor, NY
AUM $16.5MTEAM 2REPS 2
KRB And Associates, Inc
RIAOklahoma City, OK
AUM $16.5MTEAM 1REPS 1
Nashional Investments
RIAMc Kinney, TX
AUM $16.5MTEAM 3REPS 3
Other AUM ranges
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