RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
DB Asset Management,LLC
RIAAUM $9MTEAM 1REPS 1
M Street Capital, LLC
RIAAUM $9MREPS 1
Capo Creek Financial Solutions
RIASan Clemente, CA
AUM $9MREPS 1
Mason Westbridge Asset Management LLC
RIAPeachtree Corners, GA
AUM $9MTEAM 2REPS 3
Baseline Investments, LLC
RIASan Francisco, CA
AUM $9MTEAM 1REPS 1
Evergreen Capital Management, Inc.
RIASandy, UT
AUM $9MTEAM 1REPS 1
Davenport Pbh LLC
RIAInlet Beach, FL
AUM $9MTEAM 1REPS 1
Sooner Private Financial LLC
RIASalem, NH
AUM $9MTEAM 2REPS 1
Off-Trail Works LLC
RIAAustin, TX
AUM $9MTEAM 1REPS 1
J.P.Morgan Wealth Management Solutions Inc.
RIANew York, NY
AUM $9MTEAM 65REPS 17
Fapa Advisory Services Team (Fast)
RIAAUM $9MTEAM 6REPS 2
Weiss Financial Services
RIAAUM $9MTEAM 1REPS 1
Lime Rock Investment Management Company, Inc.
RIASan Antonio, TX
AUM $9MTEAM 1REPS 1
Dauble+Worthington Equity Portfolios
RIAAUM $9MTEAM 1REPS 4
Zephyr Capital LLC
RIAChicago, IL
AUM $9MTEAM 4REPS 2
Gateway Financial & Estate Planning, Inc.
RIAAUM $9MTEAM 6REPS 6
Aegis Capital Group
RIAAtlanta, GA
AUM $9MTEAM 2REPS 2
Direwolf Wealth Management, LLC
RIASpring, TX
AUM $9MTEAM 3REPS 3
Truenorth Financial Planning
RIAAUM $9MTEAM 1REPS 1
Walrus Partners, LLC
RIAAUM $9MTEAM 3REPS 3
Charter Advisory Services, LLC
RIADaytona Beach, FL
AUM $9MTEAM 1REPS 1
Camriel Advisors
RIAAUM $9MTEAM 1REPS 1
Rakatansky Financial LLC
RIASubudry, MA
AUM $9MTEAM 1REPS 1
Sound Financial Management, LLC
RIAAUM $8.9MTEAM 1REPS 1
Other AUM ranges
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