RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Boardwalk Capital Management, Inc.
RIAAUM $56.6MTEAM 2REPS 2
AFS Investments
RIATurlock, CA
AUM $56.5MTEAM 5REPS 3
New Spring Financial Planning, LLC
RIAAUM $56.5MTEAM 1REPS 1
Krouse Stureman & Associates, Inc.
RIAFort Wayne, IN
AUM $56.4MTEAM 1REPS 2
Sims Capital Management LLC
RIAMilwaukee, WI
AUM $56.4MTEAM 2REPS 2
Imagine Financial Security LLC
RIAChattanooga, TN
AUM $56.4MTEAM 1REPS 1
Luxon Brown
RIALittle Rock, AR
AUM $56.3MTEAM 8REPS 2
Capital Benchmark Partners, LLC
RIAAtlanta, GA
AUM $56.3MTEAM 1REPS 1
Northeast Advisory Group, LLC
RIAScranton, PA
AUM $56.3MTEAM 2REPS 2
Wood Wealth Group, LLC
RIACharlestown, MA
AUM $56.3MTEAM 6REPS 6
Benson Avenue Capital, LLC
RIAAUM $56.3MTEAM 1REPS 1
Moment Advisors, LLC
RIANew York, NY
AUM $56.3MTEAM 6REPS 6
Kellner Capital Management, Inc.
RIAPhiladelphia, PA
AUM $56.3MTEAM 1REPS 1
Troika Capital Advisors, LLC
RIAAtlanta, GA
AUM $56.3MTEAM 1REPS 1
Silk Invest Limited
RIALondon
AUM $56.2MTEAM 15REPS 2
EDK Advisory
RIAFrisco, TX
AUM $56.2MTEAM 3REPS 1
Tepper Capital Management
RIASan Francisco, CA
AUM $56.2MTEAM 1REPS 1
Chambers Financial Group, LLC
RIAGreen Bay, WI
AUM $56.2MTEAM 2REPS 2
Bull Run Investment Management LLC
RIAMclean, VA
AUM $56.2MTEAM 1REPS 2
Nexus Strategic Wealth
RIATualatin, OR
AUM $56.2MTEAM 3REPS 2
Stone Fortress Wealth Strategies
RIAAUM $56.1MTEAM 3REPS 2
Burr & Company, LLC
RIAOsterville, MA
AUM $56.1MTEAM 1REPS 1
BAY Capital
RIATampa, FL
AUM $56.1MTEAM 3REPS 2
Cannistra Financial Advisors Inc.
RIAMount Kisco, NY
AUM $56.1MTEAM 1REPS 1
Other AUM ranges
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