RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
SAN Antonio Wealth, LLC
RIAAUM $523KTEAM 2REPS 2
Financial Planning By Design
RIAAUM $519KTEAM 1REPS 1
Tangent Financial
RIAAUM $518KTEAM 1REPS 1
Kauzer Capital Management, LLC
RIAWalnut Creek, CA
AUM $515KTEAM 1REPS 1
Warner Investments, LLC
RIAAUM $513KTEAM 1REPS 1
Transformation Wealth Management, LLC
RIAAtlanta, GA
AUM $512KTEAM 1REPS 1
TEP Financial Solutions LLC
RIAAUM $510KTEAM 1REPS 1
Blackbird Financial Planning
RIAAUM $507KTEAM 1REPS 1
Vake Capital LLC
RIAAUM $504KTEAM 1REPS 1
Carr Consulting P.A.
RIASan Antonio, TX
AUM $503KTEAM 1REPS 1
PDM Advisors
RIAAUM $500KTEAM 1REPS 1
Couillard Capital LLC
RIALos Angeles, CA
AUM $500KTEAM 1REPS 1
Scundi Investment Management, LLC
RIAAUM $500KTEAM 1REPS 1
Bowman Wealth Management
RIASmyrna, GA
AUM $500KTEAM 1REPS 1
The Tranel Group, LLC
RIALibertyville, IL
AUM $500KTEAM 5REPS 5
Advisory Financial Services LLC
RIAAUM $500KTEAM 1REPS 1
Robin Pinkham Investment Advisory, LLC
RIAAUM $500KREPS 1
SOP Advisors LLC
RIAAUM $500KTEAM 1REPS 1
Harbor Road Capital Management LLC
RIASanta Monica, CA
AUM $500KTEAM 2REPS 2
MFA Global Consulting Group LLC
RIABeverly Hills, CA
AUM $500KTEAM 1REPS 1
Bluefin Investment Management, LLC
RIAAUM $500KTEAM 1REPS 1
Basalt Wealth Inc.
RIAAUM $500KTEAM 2REPS 2
Andrew Arroyo Investments, LLC
RIASan Diego, CA
AUM $500KTEAM 1REPS 1
Innovator Wealth Advisor, LLC
RIABeaverton, OR
AUM $500KTEAM 1REPS 1
Other AUM ranges
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