RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Lenz Integrity Financial
RIAAUM $4.5MTEAM 1REPS 1
Thrive Financial Management
RIAAUM $4.5MTEAM 1REPS 5
George Edward Russell Dba Russell and Company
RIAAUM $4.5MTEAM 1REPS 1
Edvestment Solutions L.L.C.
RIAAUM $4.5MTEAM 1REPS 1
Luke Financial Company, LLC
RIAPlano, TX
AUM $4.5MTEAM 2REPS 1
Lighthouse Wealth Management, LLC
RIABronx, NY
AUM $4.5MTEAM 1REPS 1
Reviresco Wealth Advisory LLC
RIAAUM $4.5MTEAM 1REPS 1
Mills Financial Services LLC
RIAAUM $4.5MTEAM 1REPS 1
The Legacy Collaborative, Inc.
RIASan Antonio, TX
AUM $4.5MTEAM 1REPS 1
Marketocracy Masters Capital Management LLC
RIANorthville, MI
AUM $4.5MTEAM 7REPS 9
Erickson Financial Solutions, LLC
RIAAUM $4.5MTEAM 1REPS 1
Fade in Financial
RIABurbank, CA
AUM $4.5MTEAM 1REPS 1
Hearth Capital Management
RIAAUM $4.5MREPS 1
Elite Asset Management, LLC
RIAAUM $4.5MTEAM 1REPS 1
Tourmaline Capital Management LLC
RIAAUM $4.5MTEAM 1REPS 1
Prospero Financial Planning, LLC
RIANoblesville, IN
AUM $4.5MTEAM 1REPS 1
Foundational Financial Advisors, LLC
RIAAUM $4.5MTEAM 1REPS 1
Kensington Wealth Management, LLC
RIABrooklyn, NY
AUM $4.5MTEAM 4REPS 3
Financial Journey LLC
RIAAUM $4.5MTEAM 1REPS 1
JM Tax & Financial LLC
RIAAUM $4.5MTEAM 1REPS 1
J.M. Goldberg Wealth Management LLC
RIAAUM $4.5MTEAM 1REPS 1
Delphi Value Investments, LLC
RIAAUM $4.5MTEAM 1REPS 1
Tetrant Financial
RIAGilbert, AZ
AUM $4.5MTEAM 1REPS 1
Equip Financial Partners
RIAAUM $4.5MTEAM 1REPS 1
Other AUM ranges
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