RIAs: Under $100M AUM
12,872 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Vulpes Investment Management Private Limited
RIASingapore
AUM $96.5MTEAM 8REPS 5
Wingo Asset Management, LLC
RIAShreveport, LA
AUM $96.5MTEAM 2REPS 3
Palermo Wealth Management, LLC
RIAAUM $96.5MTEAM 1REPS 1
Spectrum Wealth Management, LLC
RIAAUM $96.5MTEAM 2REPS 1
The Holland Group, Inc.
RIASan Diego, CA
AUM $96.4MTEAM 3REPS 2
The Blakeley Group Inc
RIASanta Clara, CA
AUM $96.4MTEAM 4REPS 1
Niles Asset Management, Inc
RIAAUM $96.4MTEAM 3REPS 3
Linden Rose Investment LLC
RIAAUM $96.4MTEAM 2REPS 2
Bison Financial Group, LLC
RIACreve Coeur, MO
AUM $96.4MTEAM 4REPS 4
Avid Wealth Management Group, LLC
RIAAtlanta, GA
AUM $96.4MTEAM 2REPS 1
P38 Enterprises, Inc.
RIAAUM $96.3MTEAM 1REPS 1
Schmidt Wealth Management
RIAFargo, ND
AUM $96.3MTEAM 4REPS 1
Israel Investment Advisors, LLC
RIADenver, CO
AUM $96.3MTEAM 4REPS 26
Pacific Wealth Advisory Services LLC
RIADanville, CA
AUM $96.3MTEAM 2REPS 2
David B. Patston, Cpa, Cfa
RIADenver, CO
AUM $96.3MTEAM 1REPS 1
Bowman Wealth Management Group
RIAHershey, PA
AUM $96.3MTEAM 2REPS 2
MRP Advisors, LLC
RIAAUM $96.1MTEAM 1REPS 1
Potomac Wealth Management LLC
RIAGreat Falls, VA
AUM $96.1MTEAM 2REPS 2
Lifeplan Financial Services, LP
RIAKingwood, TX
AUM $96.1MTEAM 2REPS 2
J.W. Advisors Inc.
RIAPhoenix, AZ
AUM $96.1MTEAM 2REPS 1
Envision Retirement LLC
RIATempe, AZ
AUM $96.1MTEAM 3REPS 3
Bloomfield Asset Management, Inc
RIAAUM $96.1MTEAM 1REPS 1
Capital Design Private Wealth LLC
RIAPortsmouth, NH
AUM $96MTEAM 2REPS 2
Financial Services of Northeast Wisconsin, Inc.
RIAAUM $96MTEAM 1REPS 1
Other AUM ranges
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