RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Jewell Wealth Management Inc.
RIAAUM $11.9MTEAM 1REPS 1
Carlisle Financial Group, LLC
RIAAUM $11.9MTEAM 1REPS 1
Freedom Financial Management, Inc
RIASaint Cloud, FL
AUM $11.9MTEAM 2REPS 2
Bird Dog Trading Corporation
RIAAUM $11.9MTEAM 1REPS 1
South Pointe Advisors LLC
RIAAUM $11.8MTEAM 1REPS 1
Ingen Strategies, LLC
RIAIrvine, CA
AUM $11.8MTEAM 2REPS 1
Joel Busboom Financial, LLC
RIAAUM $11.8MTEAM 1REPS 1
First Principles Investment Management LLC
RIAAUM $11.8MTEAM 1REPS 1
The Financial Planning Company
RIAAUM $11.8MTEAM 1REPS 1
Timm Financial Services
RIAPoughkeepsie, NY
AUM $11.8MTEAM 2REPS 2
Manna Wealth Strategies, LLC
RIAAUM $11.8MTEAM 1REPS 1
Whitestone Capital Management LLC
RIANew Albany, IN
AUM $11.8MTEAM 1REPS 3
True Financial, LLC
RIAHouma, LA
AUM $11.8MTEAM 1REPS 1
Wildflower Financial LLC
RIASanta Cruz, CA
AUM $11.8MTEAM 1REPS 1
Tandem Financial Guidance, LLC
RIAAUM $11.8MTEAM 1REPS 1
ACE Wealth Management, LLC
RIAAUM $11.8MTEAM 1REPS 1
Investment Fiduciary Planners, LLC
RIADenver, CO
AUM $11.8MTEAM 1REPS 1
MBB Advisory LLC
RIAAUM $11.8MTEAM 1REPS 1
Park Wealth Management
RIAFederal Way, WA
AUM $11.8MTEAM 3REPS 3
Greenfield/Lewis Investment Counsel
RIAAUM $11.8MTEAM 1REPS 1
Purposeful Strategic Partners
RIAAUM $11.8MTEAM 2REPS 2
Freedom Wealth Advisors, LLC
RIAAUM $11.7MTEAM 1REPS 1
Lamonge Capital Management, LLC
RIAAUM $11.7MTEAM 1REPS 1
Sonoma Mountain Financial LLC
RIAAUM $11.7MTEAM 1REPS 1
Other AUM ranges
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