RIAs: Under $100M AUM
12,990 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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
Firehorse Strategic Investing, LLC
RIAAUM $55MTEAM 1REPS 1
Leyenda Capital
RIAAUM $55MTEAM 1REPS 2
Blackfield Capital Management LLC
RIARockville, MD
AUM $55MTEAM 2REPS 2
Life Wise Planning Group LLC
RIAScottsdale, AZ
AUM $55MTEAM 2REPS 2
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
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
Hartwell & Company
RIASaint Joseph, MI
AUM $54.8MTEAM 3REPS 3
Conkin Financial Group, Inc.
RIAEdmond, OK
AUM $54.8MTEAM 1REPS 1
Alpha Strategies Corporation
RIAAUM $54.8MTEAM 1REPS 1
Capital Resources And Insurance, Inc
RIAHuntington Beach, CA
AUM $54.8MTEAM 2REPS 1
Bugdal Zinsser Asset Management, Inc.
RIAAUM $54.8MTEAM 2REPS 2
Honor Wealth Management, LLC
RIATomball, TX
AUM $54.8MTEAM 2REPS 1
S.H. Capital Management Corp.
RIABoca Raton, FL
AUM $54.8MTEAM 1REPS 1
Other AUM ranges
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