RIAs: Under $100M AUM
12,990 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
STM Asset Management LLC
RIAAUM $56MTEAM 3REPS 3
Taylor Financial Management, LLC
RIAAUM $56MTEAM 1REPS 1
Szop Multistrat Management LLC
RIANew York, NY
AUM $55.9MTEAM 8REPS 4
Cedar River Capital, LLC
RIASeattle, WA
AUM $55.9MTEAM 2REPS 2
Roach Investment Services
RIASan Mateo, CA
AUM $55.9MTEAM 1REPS 1
Concordia Wealth Planning, LLC
RIAAUM $55.9MTEAM 5REPS 5
Even Herd LLC
RIAOklahoma City, OK
AUM $55.9MTEAM 2REPS 2
Alspaugh Wealth Management
RIACape Girardeau, MO
AUM $55.9MTEAM 4REPS 4
Envision Asset Management, Inc.
RIAAUM $55.8MTEAM 1REPS 1
Advipartner, LLC
RIAKingsport, TN
AUM $55.8MTEAM 1REPS 1
Finesse Funds, LLC
RIABasalt, CO
AUM $55.8MTEAM 1REPS 2
CCR Investment Advisers, LLC
RIAPonca City, OK
AUM $55.8MTEAM 3REPS 3
Sucre'-Vail Wealth Advisors
RIAHouston, TX
AUM $55.8MTEAM 4REPS 2
Flying Point Asset Management LLC
RIAAUM $55.7MTEAM 1REPS 1
Blend Wealth
RIAIndianapolis, IN
AUM $55.7MTEAM 5REPS 4
Cambridge Trustee Advisors Inc
RIAAUM $55.7MTEAM 3REPS 5
Moran Tice Capital Management LLC
RIAAUM $55.7MTEAM 3REPS 2
Mueller Wealth Advisors
RIAAustin, TX
AUM $55.7MTEAM 1REPS 2
Miser Asset Management
RIAKnoxville, TN
AUM $55.7MTEAM 4REPS 2
Bullseye Investment Group
RIAAUM $55.6MTEAM 1REPS 1
Oneascent Capital
RIAHoover, AL
AUM $55.6MTEAM 1REPS 5
Choice Asset Management LLC
RIAAUM $55.6MTEAM 2REPS 2
Texwealth
RIAAUM $55.6MTEAM 1REPS 1
Avanti Wealth Management
RIALongwood, FL
AUM $55.6MTEAM 3REPS 2
Other AUM ranges
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