RIAs: Under $100M AUM
12,995 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
EAGLE FINANCIAL ADVISORS, LLC
RIAFRISCO, TX
AUM $100MTEAM 9REPS 12
INVESTMENT COUNSELORS OF REDLANDS LLC
RIAREDLANDS, CA
AUM $100MTEAM 3REPS 2
PRESERVATION CAPITAL GROUP
RIAAUM $99.9MTEAM 1REPS 1
FREEBOARD CAPITAL, LLC
RIAAUM $99.9MTEAM 2REPS 2
FAMA FIDUCIARY WEALTH LLC
RIAROCHESTER, NY
AUM $99.9MTEAM 1REPS 1
ROSE VALLEY ASSET MANAGEMENT LLC
RIAMEDIA, PA
AUM $99.8MTEAM 2REPS 1
TORREY CAPITAL INVESTMENTS
RIACARDIFF BY THE SEA, CA
AUM $99.8MTEAM 1REPS 1
FAIRLEAD FINANCIAL ADVISORS, LLC
RIAAUM $99.8MTEAM 1REPS 1
VESTECH ASSET MANAGEMENT INC.
RIASAINT LOUIS, MO
AUM $99.7MTEAM 14REPS 14
FERGUSON, ANDREWS INVESTMENT ADVISERS, INC
RIAAUM $99.7MTEAM 1REPS 1
SUNDOWNER CAPITAL MANAGEMENT LLC
RIAAUM $99.7MTEAM 1REPS 2
CLERESTORY ADVISORS, INC
RIABLOOMINGTON, MN
AUM $99.6MTEAM 3REPS 2
SOUND FINANCIAL CENTER LLC
RIASEQUIM, WA
AUM $99.6MTEAM 3REPS 3
UPSPRING CAPITAL LLC
RIADALLAS, TX
AUM $99.5MTEAM 1REPS 1
JAMES CURTIS FINANCIAL AND INSURANCE SERVICES
RIACOSTA MESA, CA
AUM $99.5MTEAM 1REPS 2
MCDONALD CAPITAL MANAGEMENT, INC.
RIAAUM $99.5MTEAM 1REPS 2
STONEBRIDGE PARTNERS LLC
RIAWHITE PLAINS, NY
AUM $99.4MTEAM 4REPS 3
LW CAPITAL MANAGEMENT, LLC
RIAAUM $99.4MTEAM 1REPS 1
13D Management LLC
RIANew York, NY
AUM $99.4MTEAM 8REPS 2
AREX CAPITAL MANAGEMENT, LP
RIANew York, NY
AUM $99.4MTEAM 6REPS 4
VERDANT CAPITAL MANAGEMENT
RIATORRANCE, CA
AUM $99.4MTEAM 1REPS 1
STEWARDS WEALTH PLANNING, LLC
RIAOKEMOS, MI
AUM $99.4MTEAM 2REPS 2
LIGHTHOUSE FINANCIAL, LLC
RIAAUM $99.3MTEAM 3REPS 3
MERION REALTY ADVISERS, LLC
RIAWYNNEWOOD, PA
AUM $99.3MTEAM 9REPS 7
Other AUM ranges
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