RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
B.G. Kaserman & Associates L.L.C.
RIAAUM $574KTEAM 2REPS 1
One Stop Advisor LLC
RIAAUM $574KTEAM 1REPS 1
Lions Financial Advisory
RIANew York, NY
AUM $571KTEAM 1REPS 1
Kelly Investment Management, LLC
RIAAUM $571KTEAM 1REPS 1
Kubence
RIAAUM $570KTEAM 2REPS 2
Pivot Capital Management, LLC
RIAAUM $569KTEAM 1REPS 1
Precision Vector Financial
RIAAUM $569KTEAM 1REPS 1
Nisonoff & Quadrel Investment Management LLC
RIAEast Brunswick, NJ
AUM $569KTEAM 1REPS 1
Chinea Wealth Management LLC
RIAGuaynabo, PR
AUM $568KTEAM 1REPS 1
Boggs Wallace Wealth Partners LLC
RIADenton, TX
AUM $566KTEAM 1REPS 2
Bent Creek Capital LLC
RIAAUM $562KTEAM 1REPS 1
World Capital Management
RIASebastopol, CA
AUM $558KTEAM 2REPS 2
Journey Asset Management LLC
RIAAUM $556KTEAM 1REPS 1
Eagle Valley Wealth Management
RIAAUM $552KTEAM 1REPS 1
Dutton Financial Planning, LLC
RIAAUM $552KTEAM 1REPS 1
Uisonet
RIAAUM $550KTEAM 1REPS 1
Counterpoint
RIAAUM $550KTEAM 1REPS 1
Rogue Russell Investments
RIAAUM $550KTEAM 1REPS 1
Dtcarson Asset Management
RIAAUM $550KTEAM 1REPS 1
WJ Consulting LLC
RIAAUM $545KTEAM 1REPS 1
ROW Your Own Boat
RIAAUM $544KTEAM 1REPS 1
Invasor Capital Management, LLC
RIAScottsdale, AZ
AUM $543KTEAM 1REPS 1
Wholeness Financial
RIAAUM $541KTEAM 1REPS 1
Stepping Stone Advisors, LLC
RIAAUM $541KTEAM 1REPS 1
Other AUM ranges
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