RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Halo Capital Management
RIAFairfax, VA
AUM $55MTEAM 1REPS 1
Keith Kelvin Anderson
RIAAUM $55MTEAM 1REPS 1
Waterhill Capital, LLC
RIAAUM $55MTEAM 1REPS 1
Locke Financial Services, Inc.
RIAPalatine, IL
AUM $55MTEAM 1REPS 1
Northpoint Financial Planning LLC
RIAMilford, OH
AUM $55MTEAM 2REPS 1
Parah Capital Management, LLC
RIAFremont, CA
AUM $55MTEAM 1REPS 1
RAS Capital Services, Inc.
RIAAUM $55MTEAM 1REPS 1
AGG Asset Management, LLC
RIAWestlake Village, CA
AUM $55MTEAM 3REPS 1
Veda Financial Investment Advisory
RIANewport Beach, CA
AUM $55MTEAM 1REPS 2
Diversified Global Investment Strategies, LLC
RIAMountain Brk, AL
AUM $55MTEAM 2REPS 1
Axis Point Capital
RIAAUM $55MTEAM 1REPS 1
Firehorse Strategic Investing, LLC
RIAAUM $55MTEAM 1REPS 1
Leyenda Capital
RIAAUM $55MTEAM 1REPS 2
MRB Capital
RIAAUM $55MTEAM 4REPS 2
Life Wise Planning Group LLC
RIAScottsdale, AZ
AUM $55MTEAM 2REPS 3
Palmetto Coast Advisors, Inc.
RIAMount Pleasant, SC
AUM $54.9MTEAM 2REPS 1
Harvester Wealth, LLC
RIADallas, TX
AUM $54.9MTEAM 3REPS 3
Bond Financial Group, Inc.
RIAEast Longmeadow, MA
AUM $54.9MTEAM 5REPS 2
Performance Investment Group
RIAHouston, TX
AUM $54.9MTEAM 1REPS 2
Tennessee Wealth Management
RIAAUM $54.9MTEAM 1REPS 1
All-Pro Advisors LLC
RIAAUM $54.9MTEAM 2REPS 1
KMI Wealth Advisors
RIAReno, NV
AUM $54.9MTEAM 1REPS 2
Twin Lights Capital Management LLC
RIABeverly, MA
AUM $54.9MTEAM 1REPS 1
Poplar Global Wealth Management LLC
RIADaly City, CA
AUM $54.8MTEAM 1REPS 1
Other AUM ranges
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