RIAs: Under $100M AUM
12,870 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Lytle Investments
RIAGrand Island, NY
AUM $74.3MTEAM 5REPS 5
Saber and Shield Wealth Management, L.L.C.
RIAGarden Ridge, TX
AUM $74.3MTEAM 4REPS 2
Truewater Wealth
RIAPonte Vedra, FL
AUM $74.3MTEAM 7REPS 4
Rpata, LLC
RIAAUM $74.2MTEAM 5REPS 4
Alternative Strategies Group, Inc.
RIASioux Falls, SD
AUM $74.2MTEAM 1REPS 1
Worthwhile Wealth Council
RIAJohnson City, TN
AUM $74.2MTEAM 4REPS 3
Hawley Advisors
RIAWalnut Creek, CA
AUM $74.2MTEAM 3REPS 3
Reynolds Capital Management, LLC
RIALas Vegas, NV
AUM $74.2MTEAM 1REPS 1
Investors Capital Management Inc
RIADarien, CT
AUM $74.1MTEAM 2REPS 4
Wright Private Asset Management LLC
RIAShelton, CT
AUM $74.1MTEAM 23REPS 5
Aspire Wealth
RIACaledonia, MI
AUM $74.1MTEAM 5REPS 5
Thompson Financial LLC
RIAAUM $74.1MTEAM 1REPS 1
Atlas Wealth Management, LLC
RIAAUM $74.1MTEAM 3REPS 2
Mfac Financial Advisors, Inc.
RIAWestlake Village, CA
AUM $74.1MTEAM 2REPS 2
Advanced Investments
RIAEnglewood, CO
AUM $74.1MTEAM 2REPS 2
Desimone Investments, LLC
RIAAUM $74MTEAM 1REPS 1
Ferguson Financial Planning
RIAAUM $74MTEAM 1REPS 1
Mark L. Westerman, Cpa
RIAAUM $74MTEAM 1REPS 1
Wegner Asset Management, LLC
RIAAUM $74MTEAM 1REPS 1
Scarecrow Advisors, LLC
RIASavage, MN
AUM $74MTEAM 5REPS 5
Unique Financial Advisors LLC
RIAHolmdel, NJ
AUM $74MTEAM 3REPS 3
Truvestor Wealth Management
RIAAUM $74MTEAM 1REPS 1
Jansson Financial Svcs
RIAWarner Robins, GA
AUM $74MTEAM 3REPS 3
Eckman Wealth Management, LLC
RIAAUM $73.9MTEAM 5REPS 5
Other AUM ranges
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