RIAs: Under $100M AUM
12,927 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Prima Wealth
RIAAUM $93.9MTEAM 1REPS 1
Cove Street Capital, LLC
RIAHermosa Beach, CA
AUM $93.8MTEAM 2REPS 2
Wealth Management Advisors, LLC
RIAAUM $93.8MTEAM 1REPS 1
Askeladden Capital
RIAAUM $93.8MTEAM 1REPS 1
Apogee Wealth Partners, LLC
RIAAUM $93.8MTEAM 3REPS 3
Pacific Global Advisory Group LLC
RIADallas, TX
AUM $93.7MTEAM 1REPS 1
Apex Research And Investments, LLC
RIAAUM $93.7MTEAM 1REPS 1
Statetrust Capital, LLC
RIABoca Raton, FL
AUM $93.7MTEAM 4REPS 4
Monroe Capital Partners, LLC
RIAIrvington, VA
AUM $93.6MTEAM 1REPS 1
Transcend Wealth
RIAWoodmere, OH
AUM $93.5MTEAM 3REPS 1
Capstone Investment Management LLC
RIAPalm Coast, FL
AUM $93.5MTEAM 3REPS 2
Laguna Financial Advisory
RIALaguna Hills, CA
AUM $93.5MTEAM 2REPS 2
ATX Portfolio Advisors, LLC
RIAAustin, TX
AUM $93.5MTEAM 1REPS 1
Trader Wealth Management, LLC
RIABarrington, IL
AUM $93.5MTEAM 3REPS 3
Forza Investment Advisory, LLC
RIAAUM $93.5MTEAM 1REPS 2
J C Texas Investment Advisors, Ltd.
RIADallas, TX
AUM $93.4MTEAM 1REPS 2
Capital Q Management LLC
RIAMaitland, FL
AUM $93.4MTEAM 2REPS 3
Hyland Lake Partners
RIAEdina, MN
AUM $93.4MTEAM 3REPS 2
Tapparo Capital Management
RIATopsfield, MA
AUM $93.3MTEAM 1REPS 1
Cedar Capital, LLC
RIAAUM $93.3MTEAM 1REPS 2
Oelschlager Investments
RIAAkron, OH
AUM $93.3MTEAM 4REPS 2
Panoramic Financial
RIAAUM $93.3MTEAM 4REPS 2
Connolly Financial Advisors, Inc.
RIANorth Andover, MA
AUM $93.3MTEAM 5REPS 1
Cash Flow Investment Services LLC
RIAAUM $93.2MTEAM 1REPS 1
Other AUM ranges
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