RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Lifestyle Financial Services, LLC
RIAAUM $2.9MREPS 2
Shore Financial Advisors, LLC
RIAEaston, MD
AUM $2.9MTEAM 1REPS 1
Karstens Wealth
RIAOak Brook, IL
AUM $2.9MTEAM 1REPS 1
Tulip Financial Planning LLC
RIAAUM $2.9MREPS 1
Starbord LLC
RIAAUM $2.9MTEAM 1REPS 1
Jonathan P.Lundmark, Cpa,Cfp
RIATyler, TX
AUM $2.9MTEAM 1REPS 1
2020 Financial Planning LLC
RIASeattle, WA
AUM $2.9MTEAM 1REPS 1
Austec Wealth Management, LLC
RIAAUM $2.9MTEAM 1REPS 1
Golden Jade Capital Management, LLC
RIAAUM $2.9MTEAM 1REPS 1
Premier Wealth Management, LLC
RIAFort Worth, TX
AUM $2.8MTEAM 2REPS 1
Mission: Advice
RIAShepherdstown, WV
AUM $2.8MTEAM 1REPS 1
Cast Member Financial LLC
RIAAUM $2.8MTEAM 2REPS 2
Upper Basin Capital, LLC
RIAAUM $2.8MTEAM 1REPS 1
Hilbar Capital, LLC
RIAAUM $2.8MTEAM 1REPS 1
Castellum Capital Management LLC
RIAAUM $2.8MTEAM 1REPS 1
Authentic Financial Planning
RIAAUM $2.8MTEAM 1REPS 1
De Novo Capital LLC
RIAAUM $2.8MTEAM 1REPS 1
Clarity Advisors Group, Inc.
RIAAUM $2.8MTEAM 1REPS 1
Achievable Wealth, LLC
RIAAUM $2.8MTEAM 1REPS 1
Trailpoint Financial Planning
RIAAUM $2.8MTEAM 1REPS 1
Marstone LLC
RIAAUM $2.8MTEAM 1REPS 2
Qualivian Investment Partners
RIAAUM $2.8MTEAM 2REPS 2
Mclean Capital Management
RIAAUM $2.8MTEAM 2REPS 1
Wealth Being Advisors LLC
RIAAUM $2.8MTEAM 1REPS 1
Other AUM ranges
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