RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Buff Capital Management, LLC
RIAAUM $49.7MREPS 1
Bridgewater Advisory Group LLC
RIACrystal City, MO
AUM $49.7MTEAM 4REPS 2
Newell Wealth Management, LLC
RIAWinter Garden, FL
AUM $49.7MTEAM 1REPS 2
Revolution Capital, Inc
RIAAUM $49.7MTEAM 2REPS 2
Laflam and Haggerty Investment Advisers Corp.
RIAAUM $49.7MTEAM 2REPS 2
Brennan Financial Group, LLC
RIAPrinceton, NJ
AUM $49.7MTEAM 1REPS 1
Morgan Investments Inc
RIAGreenville, SC
AUM $49.6MTEAM 2REPS 1
Shapiro Asset Management, LLC
RIAAUM $49.6MREPS 1
Desert Wealth Management LLC
RIAAUM $49.6MTEAM 2REPS 3
Monarch Wealth Management, LLC
RIALeawood, KS
AUM $49.6MTEAM 1REPS 1
Gilliland Investment Management, Inc.
RIACanyon, TX
AUM $49.6MTEAM 1REPS 2
M Capital Wealth Management, LLC
RIACheraw, SC
AUM $49.6MTEAM 2REPS 2
Wright Asset Management Inc
RIAManasquan, NJ
AUM $49.5MTEAM 2REPS 2
Holmes Investment Management, Inc.
RIABrockton, MA
AUM $49.5MTEAM 3REPS 4
Hafnia Financial, Inc.
RIASan Diego, CA
AUM $49.5MTEAM 2REPS 2
GSI Funds LLC
RIAHunt Valley, MD
AUM $49.5MTEAM 2REPS 2
Aventail Wealth Management, LLC
RIAWinter Haven, FL
AUM $49.4MTEAM 2REPS 11
O'Brien and Associates, Inc.
RIAAUM $49.4MTEAM 2REPS 2
Twin Harbors Wealth Management LLC
RIAAberdeen, WA
AUM $49.4MTEAM 1REPS 1
Sentry Financial Planning, LLC
RIAAUM $49.4MTEAM 2REPS 2
Mcwhorter Capital Investments
RIAAUM $49.4MTEAM 1REPS 1
UL Wealth LLC
RIAValdosta, GA
AUM $49.4MTEAM 4REPS 2
Swan Wealth Management LLC
RIAAUM $49.4MTEAM 3REPS 3
Stonebridge Capital Management Nw, LLC
RIAAUM $49.4MTEAM 2REPS 2
Other AUM ranges
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