RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Twin Peaks Wealth Management LLC
RIACottonwood Heights, UT
AUM $50MTEAM 1REPS 1
Integrity First Planners, Inc.
RIAAUM $50MTEAM 1REPS 1
OM Pacific Capital LLC
RIAAUM $50MTEAM 3REPS 1
Capital Wealth Strategies, LLC
RIASanta Barbara, CA
AUM $50MTEAM 1REPS 1
Premiere Wealth Advisors, LLC
RIATucson, AZ
AUM $50MTEAM 3REPS 3
Rigby Watts Investment Advisors
RIAMillcreek, UT
AUM $50MTEAM 1REPS 4
Vendome Capital Management LLC
RIAAUM $50MTEAM 1REPS 1
Prosperiant Wealth Management, LLC
RIAAUM $50MTEAM 2REPS 2
Manetta Wealth
RIADanville, CA
AUM $50MTEAM 1REPS 1
Gratus Wealth Strategies LLC
RIAAustin, TX
AUM $50MTEAM 1REPS 1
Crown Financial Group, Inc.
RIAArlington Heights, IL
AUM $50MTEAM 1REPS 2
Open Space Capital LLC
RIAAUM $50MTEAM 1REPS 1
Toccata Capital
RIAAUM $50MTEAM 1REPS 1
Foxpath Capital Partners LP
RIANew York, NY
AUM $50MTEAM 5REPS 3
Pamalican Asset Management Limited
RIAHong Kong
AUM $50MTEAM 6REPS 3
Lever Wealth Management
RIAAUM $50MTEAM 3REPS 1
Continuum Financial, LLC
RIAAUM $49.9MTEAM 1REPS 1
Greenbridge Investment Management, LLC
RIALake Oswego, OR
AUM $49.9MTEAM 2REPS 2
Legacy Wealth Advisors, Inc.
RIAWaxahachie, TX
AUM $49.9MTEAM 2REPS 2
Smarter Bear Financial Advisory
RIAAUM $49.9MTEAM 2REPS 2
Gordon Financial
RIAAUM $49.9MTEAM 1REPS 2
Stronghold Capital Partners LLC
RIAAUM $49.8MTEAM 10REPS 13
Wilson Financial Group, LLC
RIASuwanee, GA
AUM $49.8MTEAM 2REPS 1
Iron Horse Financial Services LLC
RIAAUM $49.8MTEAM 4REPS 4
Other AUM ranges
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