RIAs: Under $100M AUM
12,868 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Barnett Financial Planning
RIATustin, CA
AUM $66.7MTEAM 1REPS 1
Fairway Capital Advisors
RIAAUM $66.7MTEAM 2REPS 2
Carl Domino Inc.
RIAWest Palm Beach, FL
AUM $66.7MTEAM 3REPS 14
Marki Financial Services, LLC
RIAAUM $66.7MTEAM 1REPS 1
Thomas Seaman Company
RIALaguna Beach, CA
AUM $66.7MTEAM 1REPS 1
K&H Wealth Partners
RIANorthbrook, IL
AUM $66.6MTEAM 3REPS 3
Personal Financial Experiences, LLC
RIAAUM $66.6MTEAM 1REPS 1
Bull Bear Investment Management LLC
RIAReston, VA
AUM $66.6MTEAM 3REPS 2
Tackett Wealth Management, LLC
RIACary, NC
AUM $66.6MTEAM 3REPS 2
Apollo Wealth Management, Ltd.
RIAAUM $66.6MTEAM 1REPS 1
Alinea Advisory Services LLC
RIANew York, NY
AUM $66.6MTEAM 10REPS 3
4th River Financial Group, Inc.
RIAWexford, PA
AUM $66.6MTEAM 4REPS 4
I3 Investment Partners, LLC
RIACarson City, NV
AUM $66.6MTEAM 3REPS 4
Advent Capital LLC
RIARoseville, CA
AUM $66.6MTEAM 2REPS 2
Cook & Associates
RIATroy, MI
AUM $66.5MTEAM 1REPS 1
Rockcliff Capital, LLC
RIAPittsburgh, PA
AUM $66.5MTEAM 1REPS 1
Barrack Yard Advisors, LLC
RIAChevy Chase, MD
AUM $66.5MTEAM 1REPS 1
Keystone Investment Advisors, LLC
RIAWexford, PA
AUM $66.5MTEAM 2REPS 2
Clarion Call Capital
RIANew York, NY
AUM $66.5MTEAM 1REPS 1
Riverside Investment Management, Inc.
RIAAUM $66.4MTEAM 1REPS 1
Living Room Wealth Management
RIAAUM $66.4MTEAM 1REPS 1
Forestview Financial Partners, LLC
RIAAUM $66.4MTEAM 2REPS 2
La Jolla Asset Management, Inc.
RIASan Diego, CA
AUM $66.4MTEAM 2REPS 3
Steward Inc.
RIAAUM $66.4MTEAM 4REPS 2
Other AUM ranges
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