RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Fenwick Financial
RIAAUM $1.5MTEAM 1REPS 1
G4 Financial Planning, LLC
RIAAUM $1.5MTEAM 1REPS 1
Dalton Wealth Planners
RIADalton, GA
AUM $1.5MTEAM 2REPS 2
DW Huff Advisory
RIAChalmette, LA
AUM $1.5MTEAM 1REPS 1
Baczkowski & Company
RIAAUM $1.5MTEAM 1REPS 1
Weisert Investment Services, Inc.
RIAAUM $1.5MTEAM 2REPS 2
Saffron Consulting Services LLC
RIAAUM $1.5MTEAM 1REPS 1
Up Fintech Asset Management
RIANewtown Square, PA
AUM $1.5MTEAM 2REPS 2
Exciten Capital LLC
RIAAUM $1.5MTEAM 1REPS 2
Obex Investments LLC
RIAAUM $1.5MTEAM 2REPS 2
Eiduk Tax And Wealth
RIAAUM $1.5MTEAM 1REPS 1
FLB Capital Management, LLC
RIARowlett, TX
AUM $1.5MTEAM 1REPS 1
William R. Scheel, Investment Adviser
RIAAUM $1.5MTEAM 1REPS 1
Genesis Capital Management, LLC
RIAAUM $1.5MTEAM 1REPS 1
Comprehensive Wealth Management
RIAAUM $1.5MTEAM 1REPS 1
SHA Advisory
RIAAUM $1.5MTEAM 1REPS 1
Fiducial Partners LLC
RIABrighton, MI
AUM $1.5MTEAM 1REPS 1
Iengage Asset Management LLC
RIAPrinceton, NJ
AUM $1.5MTEAM 1REPS 1
Priore Investments
RIAAUM $1.5MTEAM 1REPS 1
Myfi Wealth Management, LLC
RIAAUM $1.5MTEAM 1REPS 1
Curtin Financial Services, Inc.
RIABurlington, MA
AUM $1.5MTEAM 1REPS 1
Edwards Premier Financial
RIAAUM $1.5MTEAM 1REPS 1
Pilot Investment Services, LLC
RIAAUM $1.5MTEAM 1REPS 1
Prosperilux LLC
RIAAUM $1.5MTEAM 1REPS 1
Other AUM ranges
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