RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Authentic Life Financial Planning
RIAAUM $922KTEAM 1REPS 1
CWM Wealth Management, LLC
RIAAUM $919KTEAM 1REPS 1
Firmiacer Investment LLC
RIAAUM $917KTEAM 1REPS 1
Dynamic Financial Planning
RIAAUM $916KTEAM 1REPS 1
Fortuna Funds, LLC
RIADallas, TX
AUM $915KTEAM 2REPS 2
Third Wave Capital LLC
RIAAUM $915KTEAM 1REPS 1
Inclusive Wealth Financial Planning LLC
RIAAUM $915KTEAM 1REPS 1
Sidepocket Incorporated
RIASan Francisco, CA
AUM $915KTEAM 16REPS 3
Jackson Financial Services LLC
RIADallas, TX
AUM $909KTEAM 1REPS 1
Camston Asset Management, LLC
RIAAUM $908KTEAM 1REPS 1
Carey, Patrick Joseph
RIAAUM $903KTEAM 1REPS 1
Refined Wealth
RIAAUM $901KTEAM 1REPS 1
Inked Investments
RIARound Rock, TX
AUM $901KTEAM 1REPS 1
Dallas Money Management LLC
RIAAUM $901KTEAM 1REPS 1
Xpand Investment LLC
RIAAUM $900KTEAM 1REPS 1
Panoptic Global Wealth Management, LLC
RIAAUM $900KTEAM 1REPS 1
Portfolio Guide
RIAAUM $900KTEAM 1REPS 1
Headwaters Financial Planning, LLC
RIAAUM $900KTEAM 1REPS 1
Capital United Investments LLC
RIAYucaipa, CA
AUM $900KTEAM 1REPS 1
Lebron Financial Services, Inc.
RIAAUM $899KTEAM 1REPS 2
Fenul Wealth Management LLC
RIALos Angeles, CA
AUM $898KTEAM 1REPS 1
JRM Tax & Wealth Management, LLC
RIAAUM $896KTEAM 1REPS 1
High Mountain Financial Planning
RIAAUM $894KTEAM 1REPS 1
Redesign Wealth Planning
RIAAUM $894KTEAM 1REPS 1
Other AUM ranges
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