RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
JET Stream Wealth Management
RIAAUM $18.1KTEAM 1REPS 1
5talents Investing, LLC
RIAAUM $18KTEAM 1REPS 1
Guardant Wealth Advisors LLC
RIAMiami, FL
AUM $18KTEAM 1REPS 1
LTS Wealth Management
RIASyracuse, NY
AUM $16.5KTEAM 1REPS 1
Wehling Investment Management
RIANorth Richland Hills, TX
AUM $16.3KTEAM 1REPS 1
Annecy LLC
RIATucson, AZ
AUM $15.8KTEAM 1REPS 1
Floyd Green Financial Services, Inc.
RIAAtlanta, GA
AUM $15.4KTEAM 1REPS 1
Haven Wealth Planning
RIAAUM $15.4KTEAM 1REPS 1
Emerald Wealth Management, Inc.
RIANewport Beach, CA
AUM $15KTEAM 1REPS 1
Emgo Capital, LLC
RIAAUM $15KTEAM 1REPS 1
Foresight Financial Planning
RIAAUM $14.9KTEAM 1REPS 1
Dreamvision Capital
RIAAUM $14KTEAM 1REPS 1
Investment Management Solutions, Inc.
RIATarzana, CA
AUM $13.8KTEAM 4REPS 5
Hoffman Wealth Advisors
RIADallas, TX
AUM $12.9KTEAM 1REPS 1
Piedmont Financial Consulting
RIALaurel, MD
AUM $12.9KTEAM 1REPS 1
Harsh Wealth Management LLC
RIAAUM $12.5KTEAM 1REPS 1
Shonan Gold Financial LLC
RIAAUM $12KTEAM 1REPS 2
Atlantic Financial Management LLC
RIAAUM $11KTEAM 1REPS 1
TE Advisors LLC
RIAQuincy, MA
AUM $10.7KTEAM 5REPS 4
Quantca Financial
RIAEdmonds, WA
AUM $10.4KTEAM 2REPS 2
Izuchi LLC
RIAAUM $10KTEAM 1REPS 1
Focused Trading And Investments, Inc.
RIAAUM $10KTEAM 1REPS 1
Bryn Mawr Investments
RIAAUM $10KTEAM 1REPS 1
USA 401k
RIASpringfield, MA
AUM $8.1KTEAM 1REPS 1
Other AUM ranges
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