RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Fortress Estate Solutions, Pllc
RIAFrisco, TX
AUM $50.5MTEAM 3REPS 1
Plettenberg Capital Management, LLC
RIANew York, NY
AUM $50.5MTEAM 2REPS 2
One Brick Capital, LLC
RIAColumbus, OH
AUM $50.5MTEAM 1REPS 1
Genfi LLC
RIAChicago, IL
AUM $50.5MTEAM 1REPS 1
Picket Fence Financial, LLC
RIAForest Hill, MD
AUM $50.5MTEAM 2REPS 1
Gensphere Private Wealth, LLC
RIAAUM $50.5MTEAM 5REPS 3
Fata Financial
RIATiburon, CA
AUM $50.5MTEAM 1REPS 1
Katapult Financial Planning LLC
RIAAUM $50.5MTEAM 1REPS 1
Schwantes Financial, LLC
RIAOverland Park, KS
AUM $50.5MTEAM 2REPS 2
Future U Financial Inc.
RIAAUM $50.5MTEAM 1REPS 1
Pasco Investment Advisors Inc
RIAWestfield, NJ
AUM $50.4MTEAM 2REPS 2
Hayes Hart Cpa's Wealth Management, Inc
RIACoronado, CA
AUM $50.4MTEAM 3REPS 1
Koch Capital Management LLC
RIAAlamo, CA
AUM $50.4MTEAM 1REPS 1
Kapela
RIASan Antonio, TX
AUM $50.4MTEAM 1REPS 1
Crescendo Financial Planners Inc.
RIAAUM $50.4MTEAM 2REPS 1
Finco Investment Services, Inc.
RIAAUM $50.4MTEAM 2REPS 1
De Rosa Asset Management, LLC
RIAAUM $50.4MTEAM 1REPS 1
Parallel Equity Advisors Ltd.
RIADublin, OH
AUM $50.4MTEAM 5REPS 5
Entrepreneurshares LLC
RIABoston, MA
AUM $50.4MTEAM 5REPS 3
Meenes Wealth Partners
RIAAUM $50.4MTEAM 1REPS 1
IWR Advisors
RIAAUM $50.4MTEAM 2REPS 2
VIE Invest, LLC
RIAAUM $50.4MTEAM 2REPS 2
Townsend Financial
RIAAUM $50.3MTEAM 1REPS 1
Pensinger Financial, Inc.
RIAAUM $50.3MTEAM 1REPS 2
Other AUM ranges
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