RIAs: Under $100M AUM
12,973 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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