RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Kipi Financial Planning LLC
RIAColumbus, OH
AUM $5.5MTEAM 1REPS 1
Fiduciary Wealth Management, LLC
RIAAUM $5.5MTEAM 1REPS 3
Burlingame Investment Group LLC
RIAAUM $5.5MTEAM 1REPS 1
Keller Wealth Management LLC
RIAAUM $5.5MTEAM 1REPS 1
Revolut Wealth Inc.
RIANew York, NY
AUM $5.5MTEAM 5REPS 2
Kingsbarn Capital Management
RIALas Vegas, NV
AUM $5.5MTEAM 2REPS 3
Sedona Asset Management Services, LLC
RIAAUM $5.5MTEAM 1REPS 1
American Trust Investment Services Advisory, Inc.
RIAWhiting, IN
AUM $5.5MTEAM 5REPS 6
Jackalope Capital
RIAAUM $5.5MTEAM 1REPS 1
Wealth Management Advisors, LLC
RIAShallotte, NC
AUM $5.5MTEAM 1REPS 1
Wismar Financial
RIACarlsbad, CA
AUM $5.5MTEAM 2REPS 2
Etzler Financial Advisors, LLC
RIARed Bluff, CA
AUM $5.5MTEAM 1REPS 1
Multipath Wealth Magement
RIAColumbia, SC
AUM $5.5MTEAM 1REPS 1
J W English Investment Management Services LLC
RIAAUM $5.5MREPS 1
Greenrock Asset Management LLC
RIAAUM $5.5MTEAM 1REPS 2
The Financial Network Group
RIAAUM $5.5MTEAM 1REPS 1
GT Investment Management, LLC
RIALos Angeles, CA
AUM $5.5MTEAM 1REPS 5
Northern Star Generational Wealth
RIAMountain View, CA
AUM $5.5MTEAM 1REPS 1
Next Pronto Capital Advisors
RIANew York, NY
AUM $5.5MREPS 1
Oshima & Associates
RIABoston, MA
AUM $5.5MTEAM 1REPS 1
Mill Hill Management
RIAShort Hills, NJ
AUM $5.5MTEAM 1REPS 1
Uplift Investing, Inc
RIAAUM $5.5MTEAM 1REPS 1
Carter Ridge Strategic Advisors
RIAAUM $5.5MTEAM 1REPS 1
Oceanus Capital Management
RIAShort Hills, NJ
AUM $5.5MTEAM 2REPS 2
Other AUM ranges
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