RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Banner Investment Consultants
RIAAUM $495KTEAM 1REPS 1
Growth Equity Management, Inc.
RIAAUM $495KTEAM 1REPS 1
Sherwood Wealth Management
RIAAUM $492KTEAM 1REPS 1
Scionai
RIAAUM $491KTEAM 1REPS 1
Investable
RIAAUM $490KTEAM 4REPS 3
NCT Advisors
RIAAUM $487KTEAM 1REPS 1
Oceanair Wealth
RIAAUM $486KTEAM 1REPS 1
Mahogany Financial Strategies LLC
RIAAUM $486KTEAM 1REPS 1
Millennium Personal Finance, LLC
RIAYpsilanti, MI
AUM $485KTEAM 2REPS 3
Beyond Borders Investment Strategies, LLC
RIAAUM $483KTEAM 1REPS 1
Orgallic Wealth
RIAMckinney, TX
AUM $482KTEAM 1REPS 1
Xwealth
RIANewport Beach, CA
AUM $480KTEAM 1REPS 1
Trammell Wealth
RIAAUM $478KTEAM 1REPS 1
Coffman Wealth Advisors, LLC
RIAPoplar Bluff, MO
AUM $477KTEAM 2REPS 4
Legacy Advisors
RIAAUM $476KTEAM 1REPS 1
Wells Street Advisors, LLC
RIAChicago, IL
AUM $475KTEAM 2REPS 2
The Financial Architects Wealth Management LLC
RIAChino Hills, CA
AUM $472KTEAM 2REPS 2
Cedar Grove Capital Management
RIAAUM $472KTEAM 1REPS 1
Avant Garde Capital
RIAAtlanta, GA
AUM $472KTEAM 3REPS 2
Park 10 Financial LLC
RIAHouston, TX
AUM $468KTEAM 1REPS 1
Agentech Equities, LLC
RIAAUM $466KTEAM 1REPS 1
MCJ Capital Partners
RIAAUM $465KTEAM 1REPS 1
Yackee Potempa & Smalley Asset Management
RIAFort Wayne, IN
AUM $463KTEAM 2REPS 3
Clarity Financial
RIAArcadia, CA
AUM $462KTEAM 1REPS 1
Other AUM ranges
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