RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Rogers Investment Advisors, LLC
RIASanta Clara, CA
AUM $70.6MTEAM 1REPS 1
Gateway Asset Management, LLC
RIAIndependence, OH
AUM $70.6MTEAM 1REPS 1
Madrona Wealth Management LLC
RIAAUM $70.6MTEAM 1REPS 1
Blueskye Investment Advisers, LLC
RIAOrlando, FL
AUM $70.5MTEAM 3REPS 3
CBS Funding, Inc.
RIABroadview Heights, OH
AUM $70.5MTEAM 3REPS 5
Outpost Advisors, LLC
RIAAUM $70.5MTEAM 2REPS 2
Course 26, LLC
RIAFort Worth, TX
AUM $70.5MTEAM 3REPS 2
CPK Wealth Management LLC
RIAAUM $70.5MTEAM 1REPS 1
Mcavoy Kemp Wealth Management, LLC
RIAColumbus, IN
AUM $70.5MTEAM 2REPS 3
Baobab Wealth Management
RIAAUM $70.4MTEAM 2REPS 2
MDX Wealth Management
RIASugar Land, TX
AUM $70.3MTEAM 7REPS 7
Laurence Financial Planning LLC
RIAAUM $70.3MTEAM 1REPS 1
Stonebrook Capital Management, Inc.
RIAOak Park, IL
AUM $70.3MTEAM 3REPS 3
Firelands Wealth Management, LLC
RIAHuron, OH
AUM $70.3MTEAM 4REPS 3
Clemensen Capital Company LLC
RIAAUM $70.3MTEAM 4REPS 4
Charles Manning & Associates, Inc.
RIABala Cynwyd, PA
AUM $70.3MTEAM 1REPS 1
Polaris Financial, LLC
RIAAUM $70.2MTEAM 2REPS 2
Colligan Advisory, LLC
RIAAUM $70.2MTEAM 1REPS 1
American Wealth Protection Financial, LLC
RIAManchester, NH
AUM $70.2MTEAM 2REPS 3
Demesne Investments
RIAAUM $70.2MTEAM 1REPS 1
Wang Financial, LLC
RIASanta Barbara, CA
AUM $70.2MTEAM 3REPS 2
Resolve Asset Management Inc.
RIAToronto
AUM $70.2MTEAM 14REPS 3
Achieving Veritas LLC
RIASt. Augustine, FL
AUM $70.1MTEAM 4REPS 5
Bacon & Company
RIAAUM $70.1MTEAM 1REPS 1
Other AUM ranges
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