RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Kurt Oelze, LLC
RIAAUM $3.1MTEAM 2REPS 1
Gillespie Associates LLC
RIAAUM $3.1MTEAM 1REPS 1
East West Advisers
RIAAUM $3.1MTEAM 1REPS 1
Lamb Retirement Solutions LLC
RIAAUM $3.1MTEAM 1REPS 1
Herriot Financial, LLC
RIAAUM $3.1MTEAM 1REPS 1
Skyview Capital Management
RIABrownsburg, IN
AUM $3.1MTEAM 1REPS 1
Pruitt Richmond Wealth Management LLC
RIAEstero, FL
AUM $3.1MTEAM 3REPS 3
Manzanita Wealth Management LLC
RIAAUM $3.1MTEAM 1REPS 1
Fintent
RIAMonrovia, CA
AUM $3.1MTEAM 2REPS 2
Blanken Management Corp
RIAAUM $3.1MTEAM 1REPS 1
Coordinated Financial Management
RIAAUM $3.1MTEAM 1REPS 1
North River Group, LLC
RIABirmingham, AL
AUM $3MTEAM 1REPS 1
New Life Financial LLC
RIAAUM $3MTEAM 1REPS 3
Edgebrook Investments, LLC
RIACeres, CA
AUM $3MTEAM 1REPS 1
Krishna Portfolio Management
RIAAUM $3MTEAM 1REPS 1
Wealth-Source Financial
RIAAUM $3MREPS 1
Safe Harbor Assets
RIAAUM $3MTEAM 1REPS 1
Pantheon Investments
RIAChattanooga, TN
AUM $3MTEAM 1REPS 1
Dunhill & Company, LLC
RIASan Francisco, CA
AUM $3MTEAM 1REPS 1
Invex Next, LLC
RIACoral Gables, FL
AUM $3MTEAM 8REPS 2
Hive Retirement Planning
RIAAUM $3MTEAM 1REPS 1
Divergence Capital Management
RIAAUM $3MTEAM 1REPS 1
S2O Capital Management
RIAAUM $3MTEAM 1REPS 1
Durant Wealth Mgmt Advisory Services
RIAAUM $3MTEAM 1REPS 1
Other AUM ranges
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