RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Witter & Westlake Investments
RIAAUM $12.7MTEAM 2REPS 2
Contessa Capital
RIAAUM $12.7MTEAM 1REPS 1
Sabino Investment Management, L.L.C.
RIATucson, AZ
AUM $12.7MTEAM 1REPS 1
Globalink Wealth Management, LLC
RIAPasadena, CA
AUM $12.7MTEAM 8REPS 9
Confide
RIAAUM $12.6MTEAM 1REPS 1
Lexington Capital, LLC
RIAAUM $12.6MTEAM 1REPS 1
G-Legion, LLC
RIAChicago, IL
AUM $12.6MTEAM 5REPS 7
Vidarrow Investment Advisors
RIAArlington Heights, IL
AUM $12.6MTEAM 1REPS 1
Shucha Wealth Management LLC
RIASherman Oaks, CA
AUM $12.6MTEAM 1REPS 1
AMS Opportunities
RIADallas, TX
AUM $12.6MTEAM 2REPS 2
Concurrent Wealth Management
RIAHouston, TX
AUM $12.6MTEAM 1REPS 1
HY Financial LLC
RIAAUM $12.6MTEAM 1REPS 1
Executive Asset Advisors LLC
RIAAUM $12.6MTEAM 1REPS 1
Mathematica Capital Management, LLC
RIASausalito, CA
AUM $12.6MTEAM 1REPS 1
Providence Financial Services, LLC
RIARocky River, OH
AUM $12.6MTEAM 1REPS 1
Wilson Financial Advisors, LLC
RIAGarden Grove, CA
AUM $12.6MTEAM 2REPS 2
Tubreauxs Wealth & Legacy Solutions
RIAJasper, TX
AUM $12.6MTEAM 2REPS 1
Elliott Capital Management, Inc.
RIABloomington, IL
AUM $12.6MTEAM 1REPS 1
Family Ai! Financial
RIAAUM $12.6MTEAM 1REPS 1
IVY Invest Corporation
RIASan Francisco, CA
AUM $12.6MTEAM 4REPS 4
High Note Financial LLC
RIAAUM $12.6MTEAM 1REPS 1
Educated Wallet LLC
RIAAlbuquerque, NM
AUM $12.6MTEAM 1REPS 1
Franklin Legacy Financial, LLC
RIAAUM $12.6MTEAM 1REPS 1
Wake Wealth Management Co
RIARaleigh, NC
AUM $12.6MTEAM 2REPS 2
Other AUM ranges
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