RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Generous Wealth Management
RIAAUM $55.4MTEAM 6REPS 4
Callais Capital Management, LLC
RIAThibodaux, LA
AUM $55.4MTEAM 8REPS 2
The L.T. Funds SA
RIAGeneva
AUM $55.4MTEAM 4REPS 2
Deep Blue Financial LLC
RIANorthbrook, IL
AUM $55.4MTEAM 1REPS 1
Deerview Asset Management
RIAAUM $55.4MTEAM 1REPS 1
Soaring Capital Management, LLC
RIAAUM $55.4MTEAM 1REPS 1
Scott Anderson Financial, Inc.
RIAAUM $55.4MTEAM 1REPS 1
Raider Dennis Agency
RIAFarmington, MI
AUM $55.3MTEAM 3REPS 3
Walls Investment Management Company
RIABluffton, SC
AUM $55.3MTEAM 4REPS 2
Fident Financial, LLC
RIAAUM $55.3MTEAM 1REPS 1
Validea Capital Management LLC
RIAAUM $55.3MTEAM 2REPS 2
Five Rivers Financial Advisors, LLC
RIANorth East, MD
AUM $55.3MTEAM 2REPS 2
Olympus Capital, LLC
RIARichardson, TX
AUM $55.3MTEAM 3REPS 3
Trinity Capital Management, LLC
RIAOverland Park, KS
AUM $55.3MTEAM 2REPS 2
Taylor Financial, LLC
RIAWilmington, NC
AUM $55.3MTEAM 1REPS 1
Delphi Wealth Partners
RIAGrand Junction, CO
AUM $55.2MTEAM 2REPS 1
Depaolo & May Strategic Wealth LLC
RIAIrvine, CA
AUM $55.2MTEAM 2REPS 2
Dolan Partners LLC
RIADanville, CA
AUM $55.2MTEAM 1REPS 1
Barrington Asset Management, Inc.
RIAChicago, IL
AUM $55.2MTEAM 5REPS 5
The Linkous Group, Ltd.
RIAFountain Hills, AZ
AUM $55.2MTEAM 1REPS 1
Strubel Investment Management, LLC
RIALancaster, PA
AUM $55.2MTEAM 1REPS 1
Coachwise Financial Solutions, Inc.
RIATulsa, OK
AUM $55.2MTEAM 2REPS 2
Altere Financial, LLC
RIAHouston, TX
AUM $55.2MTEAM 3REPS 3
Berger Wealth Management, LLC
RIANaples, FL
AUM $55.1MTEAM 1REPS 1
Other AUM ranges
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