RIAs: Under $100M AUM
12,982 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Sustainable Financial Planning
RIAAUM $15.2MTEAM 1REPS 1
Longvue Capital Management
RIAAUM $15.2MTEAM 1REPS 1
Vitality Wealth Planning
RIAAUM $15.2MTEAM 1REPS 1
JKG Capital LLC
RIAWestport, CT
AUM $15.2MTEAM 1REPS 1
Celenian Capital, LLC
RIAMiami, FL
AUM $15.2MTEAM 3REPS 2
Azure Sky Financial Life Planning, LLC
RIAAUM $15.2MTEAM 1REPS 1
Estep Capital Management
RIAAUM $15.2MTEAM 1REPS 1
Lucey Wealth Advisors LLC
RIAAUM $15.2MTEAM 4REPS 2
Sagepro Wealth Management
RIAAUM $15.2MTEAM 1REPS 1
Clifton, Roger Lambert
RIAAUM $15.2MTEAM 1REPS 1
University Financial Strategies, LLC
RIARaleigh, NC
AUM $15.2MTEAM 1REPS 1
Factor Financial
RIAAUM $15.2MTEAM 1REPS 1
OT Advisors LLC
RIABoca Raton, FL
AUM $15.2MTEAM 3REPS 3
Ducharme Wealth Advisors, LLC
RIAJenkintown, PA
AUM $15.2MTEAM 2REPS 2
Insight Asset Management
RIAAUM $15.2MTEAM 1REPS 1
Geoffry H. Oshman, Cfp
RIAAUM $15.2MTEAM 1REPS 1
Sinopoli & Sinopoli Financial Services, LLC
RIAEast Syracuse, NY
AUM $15.2MTEAM 4REPS 4
Finial Point Capital Management LLC
RIAAUM $15.2MTEAM 1REPS 1
Boston Harbor Investment Management
RIABedford, MA
AUM $15.2MTEAM 3REPS 4
Elite Focus Private Wealth, LLC
RIAAUM $15.2MTEAM 1REPS 1
Marc Alan Wealth Management LLC
RIAAUM $15.2MTEAM 1REPS 1
AMS Children's Fund, LP
RIAAUM $15.2MTEAM 2REPS 2
Ocala Capital, LLC
RIAOcala, FL
AUM $15.1MTEAM 3REPS 3
Dukes Financial Group, LLC
RIAAUM $15.1MTEAM 2REPS 1
Other AUM ranges
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