RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Markertree Capital, LLC
RIAAUM $5MTEAM 1REPS 1
Steven William Sherman
RIAAUM $5MTEAM 1REPS 1
Second Avenue Capital
RIAMinneapolis, MN
AUM $5MTEAM 1REPS 1
WG Plan LLC
RIAMc Kinney, TX
AUM $5MTEAM 3REPS 3
Rook Strategies Wealth Management, Pllc
RIAAUM $5MTEAM 1REPS 1
John J. Loughlin, Investment Advisor
RIAAUM $5MTEAM 1REPS 1
Tavel Insurance & Financial Services, LLC
RIAAUM $5MTEAM 1REPS 1
Pinnacle Planning Advisors, LLC
RIAAUM $5MTEAM 1REPS 1
Greenworth Investment Advisors, LLC
RIAAUM $5MTEAM 1REPS 1
D Squared Capital Management, LLC
RIAOro Valley, AZ
AUM $5MTEAM 1REPS 2
Magnum Research Global Limited
RIAHong Kong
AUM $5MTEAM 8REPS 2
Hidalgo,Janet
RIAAUM $5MTEAM 1REPS 1
C.N.M. Management, LLC
RIAAUM $5MTEAM 1REPS 2
Schooner Wealth Management
RIAAUM $5MTEAM 1REPS 1
White River Capital Advisors, LLC
RIAAUM $5MTEAM 2REPS 2
Bemiston Asset Management, LLC
RIAAUM $5MTEAM 1REPS 1
Aspired Wealth
RIAAUM $5MTEAM 1REPS 1
Integrated Wealth Management Solutions, LLC
RIAAUM $5MTEAM 1REPS 1
Truesdell Wealth, Inc.
RIAOcala, FL
AUM $5MTEAM 4REPS 1
Tracker Research LLC
RIASeattle, WA
AUM $5MTEAM 1REPS 1
Gerritz Wealth Management, Inc.
RIAAUM $5MTEAM 1REPS 1
Masterson Investment Counsel
RIAAUM $5MTEAM 1REPS 1
Carriere Financial Planning LLC
RIAAUM $5MTEAM 1REPS 1
Aspire Financial Advisors, Inc.
RIAAUM $4.9MREPS 1
Other AUM ranges
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