RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
YGC Wealth
RIAAUM $15.1MTEAM 1REPS 1
Polymath Capital Advisors, LLC
RIAAUM $15.1MTEAM 1REPS 2
Haven Financial Solutions, Inc
RIAAUM $15MTEAM 1REPS 1
Bridgford Wealth Advisory, LLC
RIARock Island, IL
AUM $15MTEAM 2REPS 2
Winston Paul Capital Management, Inc.
RIATysons, VA
AUM $15MTEAM 1REPS 1
Weisberg Financial Services
RIAAUM $15MTEAM 1REPS 1
Veridos Capital LLC
RIAAUM $15MTEAM 6REPS 3
Serenity Alternative Investment Management, LLC
RIAArvada, CO
AUM $15MTEAM 1REPS 2
Amauta Financial
RIAAUM $15MTEAM 1REPS 1
Hazel Ridge Advisors, LLC
RIAAUM $15MTEAM 1REPS 1
Alliance Advisors Wealth Management LLC
RIANovi, MI
AUM $15MTEAM 1REPS 1
Hardy Financial Planning
RIAAUM $15MTEAM 1REPS 1
Cowan Capital Advisors
RIAAUM $15MTEAM 1REPS 1
Redwood Financial Advisors, Inc
RIASan Rafael, CA
AUM $15MTEAM 1REPS 1
Viagem, LLC
RIASaint Louis, MO
AUM $15MTEAM 1REPS 1
Northbrook Financial Group, LLC
RIAAuburn, CA
AUM $15MTEAM 1REPS 1
Lupu Financial
RIAIrvine, CA
AUM $15MTEAM 1REPS 2
Neuse River Capital, LLC
RIAAUM $15MTEAM 1REPS 1
Voltz Asset Management Inc.
RIAAUM $15MTEAM 1REPS 1
Retirement Solutions
RIAAUM $15MTEAM 1REPS 1
Andrews Investment Management
RIAAugusta, GA
AUM $15MTEAM 1REPS 1
Prestonwood Capital Management, LLC
RIAPlano, TX
AUM $15MTEAM 1REPS 1
Black Oak Wealth Management, LLC
RIAAUM $15MTEAM 1REPS 1
The Playbook Advizor
RIAAUM $15MTEAM 1REPS 1
Other AUM ranges
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