RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Voltz Asset Management Inc.
RIAAUM $15MTEAM 1REPS 1
Pro Tax Financial Services, LLC
RIAMesa, AZ
AUM $15MTEAM 7REPS 1
Mark Sharp Retirement
RIAAUM $15MTEAM 1REPS 1
The Playbook Advizor
RIAAUM $15MTEAM 1REPS 1
T. Rose & Associates, Inc.
RIAAUM $15MTEAM 2REPS 2
Prestonwood Capital Management, LLC
RIAPlano, TX
AUM $15MTEAM 1REPS 1
Principled Advisors, Inc.
RIAAUM $15MTEAM 1REPS 1
Northbrook Financial Group, LLC
RIAAuburn, CA
AUM $15MTEAM 1REPS 1
Softwealth
RIAAUM $15MTEAM 1REPS 1
M3 Asset Management, Inc.
RIAPasadena, CA
AUM $15MTEAM 1REPS 1
D/B/A Financial Awareness Institute
RIASharon, WI
AUM $15MTEAM 1REPS 1
Viagem, LLC
RIASaint Louis, MO
AUM $15MTEAM 1REPS 1
Black Oak Wealth Management, LLC
RIAAUM $15MTEAM 1REPS 1
Focal Point Financial Group
RIAPrairie Village, KS
AUM $15MTEAM 1REPS 1
Armor Wealth Strategies, LLC
RIAFarmington Hills, MI
AUM $15MTEAM 2REPS 1
Swartz Advisory LLC
RIAAUM $15MTEAM 1REPS 1
77th Street Investors
RIAAUM $15MTEAM 1REPS 1
R5 Capital Management
RIAAUM $15MTEAM 1REPS 1
Elevation Haven Financial
RIAAUM $15MTEAM 1REPS 1
Newage Advisors LLC
RIALansing, MI
AUM $15MTEAM 1REPS 1
Frontier Financial Planning
RIAAUM $15MTEAM 1REPS 1
Fendz Asset Management, Inc.
RIACoral Gables, FL
AUM $14.9MTEAM 2REPS 2
Spring Delta Asset Management, LLC
RIANew York, NY
AUM $14.9MTEAM 1REPS 1
LGM Capital Management LLC
RIAPhoenix, AZ
AUM $14.9MTEAM 2REPS 2
Other AUM ranges
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