RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Efficient Capital Strategies, LLC
RIABarrington, RI
AUM $11.6MTEAM 1REPS 1
Sapphire Wealth Planning LLC
RIAOverland Park, KS
AUM $11.6MTEAM 2REPS 2
Pathway Planning Inc
RIABrookhaven, MS
AUM $11.6MTEAM 2REPS 2
Kennedy Investment Counsel LLC
RIAAUM $11.6MTEAM 1REPS 1
New York Ivy Capital Management LLC
RIAPrinceton, NJ
AUM $11.6MTEAM 1REPS 1
Cadger Tax And Financial Inc.
RIAAUM $11.6MTEAM 1REPS 1
Balance Cash Management Inc.
RIASan Francisco, CA
AUM $11.6MTEAM 10REPS 2
Breakout Private Wealth LLC
RIAGlenview, IL
AUM $11.6MTEAM 1REPS 1
Magnolia Lane Capital, LLC
RIANewport News, VA
AUM $11.6MTEAM 1REPS 1
INS Capital Management, LLC
RIAAUM $11.6MTEAM 1REPS 1
Collective Wealth, LLC
RIAAUM $11.6MTEAM 1REPS 1
Griffinest Asia Asset Management, LLC
RIAPasadena, CA
AUM $11.6MTEAM 6REPS 7
Pettus & Dawkins Financial Group, LLC
RIAAUM $11.6MTEAM 2REPS 2
Parker Financial Planning, LLC
RIABradenton, FL
AUM $11.6MTEAM 1REPS 1
Farrecian Investments Inc
RIAWichita, KS
AUM $11.6MTEAM 1REPS 1
Freedom Mountain Investments
RIAAUM $11.5MTEAM 1REPS 1
Mercer Financial Group, Inc.
RIAAUM $11.5MTEAM 1REPS 1
Wealth Management Services Of Austin, LLC
RIAAustin, TX
AUM $11.5MTEAM 1REPS 1
Wolff Financial
RIAAUM $11.5MTEAM 1REPS 1
Bert Riddell Cramer, Investment Adviser
RIAAUM $11.5MTEAM 1REPS 1
Thomas Smith And Associates, Inc.
RIAAUM $11.5MTEAM 2REPS 2
Equatorial Advisors, LLC
RIAAUM $11.5MTEAM 1REPS 1
New Capital Management, LLC
RIAAUM $11.5MTEAM 2REPS 1
Sea Change Financial Planning
RIAAUM $11.5MTEAM 1REPS 1
Other AUM ranges
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