RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Quants Compete
RIABrentwood, TN
AUM $1.4MTEAM 1REPS 1
Forthright Partnerstm
RIAAUM $1.4MTEAM 3REPS 3
Plain Talk Financial Planning, LLC
RIAAUM $1.4MTEAM 1REPS 1
Desert Financial Advisers
RIAAUM $1.4MTEAM 1REPS 1
Valley Regional Capital Management LLC
RIAAUM $1.4MTEAM 1REPS 1
Full Bloom Financial
RIANorthville, MI
AUM $1.4MTEAM 1REPS 1
Seneca Wealth Advisors, LLC
RIAWestport, CT
AUM $1.3MTEAM 1REPS 1
Sporl & Company
RIAAUM $1.3MTEAM 1REPS 1
ESI Advisors
RIAPonce, PR
AUM $1.3MTEAM 1REPS 1
Capital Advice, LLC
RIAAUM $1.3MTEAM 1REPS 1
Larsen Financial Management
RIASan Antonio, TX
AUM $1.3MTEAM 1REPS 1
Measured Money Maneuvers
RIAAUM $1.3MTEAM 1REPS 1
Atai Capital Management LLC
RIAAUM $1.3MTEAM 1REPS 1
Integrated Wealth Planners LLC
RIAOak Brook, IL
AUM $1.3MTEAM 1REPS 1
D'Arcy Wealth Management, Inc. - A California Corporation
RIAAUM $1.3MTEAM 1REPS 2
Total Assets Management, Inc.
RIALake Oswego, OR
AUM $1.3MTEAM 2REPS 2
Best Case Financial
RIAGreencastle, IN
AUM $1.3MTEAM 1REPS 1
Clark Lewis
RIAOak Park, IL
AUM $1.3MTEAM 1REPS 1
Mastodon Capital Management, LLC
RIAAUM $1.3MTEAM 1REPS 1
Wealth Iq
RIAAUM $1.3MTEAM 1REPS 1
Baird Venture Partners Management Company III, LLC
RIAMilwaukee, WI
AUM $1.3MTEAM 14REPS 6
Halieus Investment Advisors
RIABroadway, VA
AUM $1.3MTEAM 1REPS 1
Jaston Capital, LLC
RIAAUM $1.3MTEAM 1REPS 1
Kellam Insurance and Financial Services LLC
RIAAUM $1.3MTEAM 1REPS 1
Other AUM ranges
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