RIAs: Under $100M AUM
12,982 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Overture Wealth Management
RIAAUM $13.9MTEAM 1REPS 1
Clearmind Capital
RIAAUM $13.9MTEAM 3REPS 3
Vann Investments LLC
RIADenver, CO
AUM $13.9MTEAM 1REPS 1
Patrick Capital Management
RIAGeneva, IL
AUM $13.9MTEAM 1REPS 1
Mills Barrington Advisors, LLC
RIAChesterfield, MO
AUM $13.9MTEAM 1REPS 1
Marian Financial Services, Inc.
RIAAUM $13.9MTEAM 1REPS 1
Truthpoint Financial, LLC
RIAColorado Springs, CO
AUM $13.9MTEAM 1REPS 1
Mash Financial Planning
RIAJacksonville, FL
AUM $13.9MTEAM 3REPS 1
Freeman Global Investment Counsel
RIAAUM $13.9MTEAM 1REPS 1
1-800-401k PlaN.com, LLC
RIAAUM $13.9MTEAM 1REPS 1
Springdale Advisors
RIAAUM $13.9MTEAM 1REPS 1
OG Advisory Group, LLC
RIARoanoke, VA
AUM $13.9MTEAM 1REPS 1
Saunix Investment Management, LLC
RIAAUM $13.9MTEAM 1REPS 1
Santa Fe' Wealth Management
RIASan Diego, CA
AUM $13.8MTEAM 1REPS 1
Pivotal Financial Services, Inc.
RIAAUM $13.8MTEAM 1REPS 1
Eldridge Street Asset Management, LLC
RIAAUM $13.8MTEAM 1REPS 1
BWB Advisory Group
RIAEnterprise, AL
AUM $13.8MTEAM 4REPS 4
Silver Accounting Service Inc. Dba Silver Financial Service
RIAAUM $13.8MTEAM 3REPS 1
Seek & Find Financial
RIAChesterton, IN
AUM $13.8MTEAM 3REPS 3
Sylo Planning
RIAAUM $13.8MTEAM 1REPS 1
Baskets Capital LLC
RIAAUM $13.8MTEAM 1REPS 1
CCF Advisors LLC
RIARocky River, OH
AUM $13.8MTEAM 2REPS 2
Abound Wealth Strategies
RIAIndianapolis, IN
AUM $13.8MTEAM 1REPS 1
Lionheart Financial Planning, Inc.
RIAAUM $13.8MTEAM 1REPS 1
Other AUM ranges
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