RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
KPC Terrapin Group LLC
RIANew York, NY
AUM $48.7MTEAM 1REPS 1
Peters Wealth Group
RIAWesterville, OH
AUM $48.7MTEAM 2REPS 2
Key Wealth Management, Inc.
RIAWexford, PA
AUM $48.6MTEAM 1REPS 1
CDS James Investments, LLC
RIANew Orleans, LA
AUM $48.6MTEAM 1REPS 1
Gardiner Investment Group, Inc.
RIAAUM $48.6MTEAM 1REPS 1
Rise Investment Management, LLC
RIAChicago, IL
AUM $48.6MTEAM 2REPS 2
Lodestar Financial Management, LLC
RIAAUM $48.6MTEAM 1REPS 1
HFG Advisors Inc.
RIAKalamazoo, MI
AUM $48.6MTEAM 5REPS 2
Swarthmore Asset Management Ltd
RIANew York, NY
AUM $48.6MTEAM 2REPS 1
Satva Advisors LLC
RIAAUM $48.6MTEAM 2REPS 2
Apogee Financial Services Group, Inc.
RIAMoorestown, NJ
AUM $48.5MTEAM 3REPS 3
8020 Capital LLC
RIAAUM $48.5MTEAM 1REPS 1
Arete Advisors
RIAHouston, TX
AUM $48.5MTEAM 1REPS 1
Global Wealth Management, Inc.
RIAAUM $48.5MTEAM 2REPS 2
Hamilton Advisors Inc
RIAAUM $48.5MTEAM 2REPS 2
Marathon Financial Strategies
RIAAUM $48.5MTEAM 1REPS 1
Financial Planning Services
RIAMerchantville, NJ
AUM $48.5MTEAM 2REPS 2
Epona Financial Solutions
RIAAUM $48.5MTEAM 1REPS 1
Alphaglider LLC
RIAAUM $48.5MTEAM 1REPS 2
Sutro Advisors
RIAAUM $48.5MTEAM 1REPS 1
Krane Capital Management, LLC
RIANew York, NY
AUM $48.4MTEAM 50REPS 5
Caris Investment Partners
RIAAUM $48.4MTEAM 1REPS 1
Aventura Capital Management, LLC
RIABoca Raton, FL
AUM $48.4MTEAM 4REPS 4
Byron Place Capital Management, LLC
RIAMetuchen, NJ
AUM $48.4MTEAM 2REPS 2
Other AUM ranges
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