RIAs: Under $100M AUM
12,908 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
JWC Advisors
RIAAUM $2.5MTEAM 1REPS 1
Independent Financial Solutions Group
RIAMorehead City, NC
AUM $2.5MTEAM 1REPS 1
Mark Monreal & Associates
RIAAUM $2.5MTEAM 1REPS 1
Hughes Wealth Management Incorporated
RIAAUM $2.5MREPS 1
Whale
RIAChicago, IL
AUM $2.5MTEAM 7REPS 1
Cairn Investor Services
RIAAUM $2.5MTEAM 1REPS 1
Aionios Capital Partners, LLC
RIANewport Beach, CA
AUM $2.5MTEAM 1REPS 1
Omni Investment Solutions LLC
RIAMesa, AZ
AUM $2.5MTEAM 3REPS 4
Total Financial Planning, LLC
RIAAUM $2.5MTEAM 1REPS 1
Differential Planning LLC
RIAAUM $2.5MTEAM 1REPS 1
Inexco Advisors LLC
RIAAUM $2.5MTEAM 3REPS 3
Kwma
RIAAUM $2.5MTEAM 1REPS 1
Greenfield Financial Services, LLC
RIAAUM $2.5MTEAM 1REPS 1
JRM Capital Management Inc.
RIAAUM $2.5MTEAM 1REPS 2
My Investment Path
RIACoral Gables, FL
AUM $2.5MTEAM 3REPS 3
Flourish Financial Life Planning
RIAAUM $2.5MREPS 1
Flatlands Wealth LLC
RIAOklahoma City, OK
AUM $2.5MTEAM 1REPS 1
Edmd Financial Strategies, LLC
RIASan Ramon, CA
AUM $2.5MTEAM 1REPS 1
Dorgeolis Capital LLC
RIACrestview, FL
AUM $2.5MTEAM 1REPS 1
Glass Capital Management LLC
RIAAUM $2.5MTEAM 1REPS 1
P. Worldwide, LLC
RIAAUM $2.5MTEAM 1REPS 1
Penserra Wealth Management
RIAOrinda, CA
AUM $2.5MTEAM 2REPS 7
Stillwater Investments
RIAAUM $2.5MTEAM 1REPS 1
GET Rich Slowly LLC
RIAAUM $2.5MTEAM 1REPS 1
Other AUM ranges
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