RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
BURKE WEALTH MANAGEMENT, LLC
RIAHOUSTON, TX
AUM $95.2MTEAM 3REPS 5
VICKERY CREEK CAPITAL MANAGEMENT
RIAROSWELL, GA
AUM $95.2MTEAM 2REPS 1
ZIMMERMAN CAPITAL MANAGEMENT
RIASALEM, OH
AUM $95.2MTEAM 1REPS 1
TIDMORE RETIREMENT PLANNING SPECIALISTS
RIABEACHWOOD, OH
AUM $95.2MTEAM 4REPS 2
P-SQUARED CAPITAL MANAGEMENT
RIAAUM $95.2MTEAM 1REPS 1
STRANBERG CAPITAL LLC
RIASOUTHLAKE, TX
AUM $95.2MTEAM 2REPS 1
LOTTSA FINANCIAL SERVICES, INC.
RIAMINNEAPOLIS, MN
AUM $95.2MTEAM 4REPS 3
STEWARD CAPITAL MANAGEMENT
RIABloomfield Hills, MI
AUM $95.1MTEAM 5REPS 2
DJG FINANCIAL SERVICES, INC.
RIAEAST WEYMOUTH, MA
AUM $95.1MTEAM 3REPS 4
FORTALEZA CAPITAL PARTNERS, LLC
RIAAUM $95.1MTEAM 2REPS 1
SM INVESTORS
RIANew York, NY
AUM $95.1MTEAM 2REPS 1
HELIOS WEALTH ADVISORS, LLC
RIAPEARLAND, TX
AUM $95.1MTEAM 1REPS 1
INTERLAKE CAPITAL MANAGEMENT, LLC
RIACARMEL, CA
AUM $95MTEAM 1REPS 3
VESTED PARTNERS: A MULTI-FAMILY OFFICE
RIASALEM, VA
AUM $95MTEAM 3REPS 2
PORTFOLIO MANAGEMENT & PLANNING, INC.
RIAAUM $95MTEAM 2REPS 1
BENNING FINANCIAL GROUP, LLC
RIABENICIA, CA
AUM $95MTEAM 1REPS 1
LEGACY PARTNERS FINANCIAL GROUP, LLC
RIAWOODSTOCK, GA
AUM $95MTEAM 4REPS 1
NOSURIS, INC.
RIALYNBROOK, NY
AUM $95MTEAM 2REPS 2
BELLOADVISERS, LLC
RIAAUM $95MTEAM 2REPS 2
BRAINTRUST CAPITAL, LLC
RIASAN ANTONIO, TX
AUM $95MTEAM 1REPS 1
BETTER FINANCIAL SERVICES, LLC
RIAFEDERAL WAY, WA
AUM $95MTEAM 2REPS 2
SUARUM INVESTMENT MANAGEMENT, LLC
RIAAUM $95MTEAM 2REPS 1
WEALTH 360, LLC
RIABUFORD, GA
AUM $95MTEAM 2REPS 2
EDEN CAPITAL MANAGEMENT, LLC
RIAAUM $95MTEAM 3REPS 3
Other AUM ranges
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