RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Calvie Financial
RIAAUM $4.1MTEAM 1REPS 1
Joseph Wright Investments
RIATucson, AZ
AUM $4.1MTEAM 1REPS 1
Wakil Wealth Advisory LLC
RIAAUM $4.1MTEAM 1REPS 1
Kuber Capital Management, LLC
RIAAUM $4.1MTEAM 1REPS 1
Relic Wealth Management LLC
RIAAUM $4.1MTEAM 1REPS 2
Wealth Management Advisors, LLC
RIAGilbert, AZ
AUM $4.1MTEAM 1REPS 1
Finvest
RIASan Francisco, CA
AUM $4.1MTEAM 4REPS 1
Berone Capital LLC
RIAAUM $4.1MTEAM 2REPS 2
Southbound Wealth LLC
RIAAUM $4.1MTEAM 1REPS 1
MJS Investment Partners LLC
RIAAUM $4.1MTEAM 1REPS 1
GC Asset Management
RIATemecula, CA
AUM $4.1MTEAM 1REPS 1
Apis Financial Group, LLC
RIAAUM $4.1MTEAM 1REPS 2
Point4ward Financial Planning
RIAAUM $4.1MTEAM 1REPS 1
ESK Capital Management Inc.
RIAAUM $4.1MTEAM 1REPS 1
Pinecrest Advisors
RIAAUM $4.1MTEAM 1REPS 1
Navigator Financial LLC
RIAFarmington, CT
AUM $4.1MTEAM 1REPS 1
Ventus Wealth Management
RIAAUM $4.1MTEAM 1REPS 1
Donnelly Investments Corporation
RIAAUM $4.1MTEAM 1REPS 1
Xitright
RIAAUM $4.1MTEAM 1REPS 1
Cruz Wealth Management, LLC
RIAAUM $4.1MTEAM 1REPS 1
Banner Pine Advisors LLC
RIAAUM $4.1MTEAM 1REPS 1
Ascent Capital Management, Inc.
RIANewton, NJ
AUM $4.1MTEAM 2REPS 1
Thrifty Scotty Financial, LLC
RIAAUM $4.1MTEAM 1REPS 1
The Dedicated Dollar
RIAAUM $4MTEAM 1REPS 1
Other AUM ranges
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