RIAs: Under $100M AUM
12,992 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
OUR Investment Guy
RIAAUM $61.6MTEAM 1REPS 1
Capsigma Investment Partners Ltda
RIASao Paulo Sp
AUM $61.6MTEAM 6REPS 3
Steward Financial Services, LLC
RIASalt Lake City , UT
AUM $61.6MTEAM 1REPS 1
Opportunity Investment Group, LLC
RIAAUM $61.6MTEAM 1REPS 1
Bisonwood Financial Management
RIATyler, TX
AUM $61.6MTEAM 3REPS 2
Refresh Investments
RIASanta Monica, CA
AUM $61.5MTEAM 2REPS 1
Sagevest Financial Advisors, LLC
RIANewport Beach, CA
AUM $61.5MTEAM 1REPS 1
R-Tech Advisors, Inc.
RIAWoodland Hills, CA
AUM $61.5MTEAM 7REPS 3
Your Capital Financial, LLC
RIAWinston Salem, NC
AUM $61.5MTEAM 2REPS 2
DRW Financial
RIAAUM $61.5MTEAM 1REPS 1
Continuum Global Asset Management, LLC
RIAAUM $61.5MTEAM 1REPS 1
Drumond Wealth Management
RIAAUM $61.5MTEAM 4REPS 4
Gruenstein Investments LLC
RIAAUM $61.5MTEAM 1REPS 2
Meadowpark Capital, LLC
RIADallas, TX
AUM $61.5MTEAM 1REPS 1
Trusted Financial Advisors
RIAAUM $61.4MTEAM 1REPS 1
Dornick Wealth Management
RIADallas, TX
AUM $61.4MTEAM 3REPS 2
Dixon And Company Wealth Management, LLC
RIAWinston Salem, NC
AUM $61.4MTEAM 4REPS 3
Great Plains Advisory Services LLC
RIAFargo, ND
AUM $61.4MTEAM 2REPS 2
Vault Wealth
RIAOklahoma City, OK
AUM $61.4MTEAM 6REPS 5
Heritage Capital Management, Inc.
RIAMonroe, LA
AUM $61.4MTEAM 3REPS 3
MFC Portfolios, Inc
RIAAUM $61.4MTEAM 2REPS 1
Elevation Investment Consulting
RIARochester, NY
AUM $61.4MTEAM 1REPS 1
Hawks Point Capital Partners LLC
RIARye Brook, NY
AUM $61.4MTEAM 3REPS 3
Hamilton-Bates Investment Research, Inc.
RIAAUM $61.4MTEAM 5REPS 10
Other AUM ranges
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