RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
The Garrett Group
RIAEncinitas, CA
AUM $6MTEAM 1REPS 1
Three Oaks Partners Investment Counsel LLC
RIAClearwater, FL
AUM $6MTEAM 2REPS 2
Abacus Financial Planning
RIAKirkland, WA
AUM $6MTEAM 2REPS 2
Marketocracy Capital Management LLC
RIAAUM $6MTEAM 2REPS 1
Goldmark Financial Planners, LLC
RIAAUM $6MTEAM 2REPS 2
Big Wave Advisors, Inc.
RIAAUM $6MTEAM 1REPS 1
JLB Capital Management LLC
RIAAUM $6MTEAM 1REPS 1
Atlantic Advisors, Inc.
RIAAUM $6MTEAM 1REPS 1
P. Worldwide, LLC
RIAAUM $6MTEAM 1REPS 1
Legacy Wealth Management, Inc.
RIAAUM $6MREPS 1
Time Advisors USA, LLC
RIAAUM $6MTEAM 1REPS 1
Becker Financial Services
RIAAUM $6MTEAM 1REPS 1
Broaden Wealth LLC
RIAFort Myers, FL
AUM $6MTEAM 1REPS 1
Northwoods Wealth Management
RIABoothbay Harbor, ME
AUM $6MTEAM 1REPS 1
Mindie Molina Investments, LLC
RIAStuart, FL
AUM $6MTEAM 1REPS 1
Andover Investment Management
RIAAUM $6MTEAM 1REPS 1
AI Financial, Inc.
RIASimi Valley, CA
AUM $6MTEAM 1REPS 1
Alta Financial Group
RIACampbell, CA
AUM $6MTEAM 1REPS 1
Qmulate
RIAAUM $6MTEAM 1REPS 2
Anthony J. Mancini, I.A.
RIAAUM $6MTEAM 1REPS 1
Osher Capital Advisors, LLC
RIAAUM $6MTEAM 1REPS 1
BCM Benefits Inc.
RIAAUM $6MTEAM 1REPS 1
Lebrigh Life Planners
RIAAUM $6MTEAM 1REPS 1
Altruistic Advisor LLC
RIAAUM $6MTEAM 1REPS 1
Other AUM ranges
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