RIAs: Under $100M AUM
12,982 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Acsb Capital Management, LLC
RIAAUM $14.1MTEAM 1REPS 1
Praesideo Management, LLC
RIAOgden, UT
AUM $14.1MREPS 1
The Herzfeld Group
RIALargo, FL
AUM $14MTEAM 1REPS 1
Sona Wealth, Sona Wealth Management, Sona Wealth Advisors
RIAAUM $14MTEAM 1REPS 1
Personal Wealth Planning, LLC
RIAHollywood, FL
AUM $14MTEAM 1REPS 1
Kidd Financial Planning, LLC
RIALivonia, MI
AUM $14MTEAM 4REPS 3
Long Run Financial, Ltd
RIAAUM $14MTEAM 1REPS 1
Estuary Financial LLC
RIAAUM $14MTEAM 1REPS 1
Veridian Private Wealth Management
RIAWarrenville, IL
AUM $14MTEAM 1REPS 1
Arlington Wealth Planning, LLC
RIAAUM $14MTEAM 1REPS 1
New Shore Financial LLC
RIAWrentham, MA
AUM $14MTEAM 1REPS 1
Ipic, Inc.
RIAAUM $14MTEAM 1REPS 1
Olsen Family Financial, LLC
RIAAUM $14MTEAM 3REPS 3
Klein Financial Advisors
RIAAUM $14MTEAM 1REPS 1
Spencer Financial Advisors
RIAAUM $14MTEAM 1REPS 1
Vaughan Investment Advisors, LLC
RIAWorthington, OH
AUM $14MTEAM 1REPS 1
ROW Management Inc.
RIABrooklynn, NY
AUM $14MTEAM 2REPS 2
Earlybird Central Inc.
RIAAUM $14MTEAM 2REPS 2
Deafinvest
RIATysons, VA
AUM $14MTEAM 1REPS 1
BCM Wealth Management, LLC
RIAAUM $14MTEAM 1REPS 1
Eddie Haggar Capital Mgt, Inc.
RIAAUM $14MTEAM 1REPS 1
Maynard Financial Services, LLC
RIAAUM $14MTEAM 1REPS 1
Collaborative Financial Solutions LLC
RIABrookline, MA
AUM $14MTEAM 1REPS 1
Hunley Wealth Management LLC
RIANashville, TN
AUM $14MTEAM 3REPS 3
Other AUM ranges
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