RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Decision Tree Advisor
RIAAUM $2MTEAM 1REPS 1
Northpoint Wealth Financial Services, LLC
RIAAUM $2MTEAM 1REPS 1
Lamplighter Capital Management
RIAAUM $2MTEAM 1REPS 1
Brian Sly and Company
RIAAUM $2MTEAM 1REPS 1
Gbks LLC
RIAAUM $2MTEAM 1REPS 1
Coryell Capital Management
RIAAUM $2MTEAM 1REPS 1
Joseph M. Sebo, Cfp Inc.
RIAOceanside, CA
AUM $2MTEAM 1REPS 1
David Russell Fjeldsted
RIAFarmington, UT
AUM $2MTEAM 1REPS 1
Ironwood Wealth Management LLC
RIAAUM $2MTEAM 1REPS 1
Integrated Capital Management Company, Inc.
RIAAUM $2MTEAM 1REPS 1
Money Consultants Advisory, Inc.
RIAAUM $2MTEAM 1REPS 1
Ansonia Capital Advisors LLC
RIAPrinceton, NJ
AUM $2MTEAM 1REPS 1
Ford Investment & Retirement Management LLC
RIAAUM $2MTEAM 1REPS 1
Summit Equity Management, Inc.
RIAAUM $2MREPS 1
Coastal Carolina Financial Partners LLC
RIAAUM $1.9MTEAM 1REPS 1
BQS Management LLC
RIAAtlanta, GA
AUM $1.9MTEAM 1REPS 1
Planning Trail Investments, LLC
RIAAUM $1.9MTEAM 1REPS 1
C.R. Haupt LLC
RIAAUM $1.9MTEAM 1REPS 1
Annualitix
RIAAUM $1.9MTEAM 1REPS 1
Haney Capital Management
RIAAUM $1.9MTEAM 1REPS 1
Mindful Capital Management
RIADecatur, GA
AUM $1.9MTEAM 1REPS 1
Anora Wealth
RIASan Marcos, CA
AUM $1.9MTEAM 1REPS 1
Ardor Investment Management Consulting
RIANorthfield, IL
AUM $1.9MTEAM 2REPS 2
Carroll Wealth Management Inc.
RIAChesterfield, MO
AUM $1.9MTEAM 1REPS 1
Other AUM ranges
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