RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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
Full Court Strategic Wealth, LLC
RIAMount Laurel, NJ
AUM $48.4MTEAM 1REPS 1
Brandon Hill Wealth Management, LLC
RIAAUM $48.4MTEAM 1REPS 1
Najarian Financial LLC
RIABraintree, MA
AUM $48.4MTEAM 1REPS 1
Global Trends Investments
RIAAUM $48.4MTEAM 2REPS 1
Greenstar Advisors
RIAAUM $48.4MTEAM 1REPS 1
Macneil Capital Management
RIAAUM $48.4MTEAM 1REPS 1
Southwestern Money Management LLC
RIASan Antonio, TX
AUM $48.3MTEAM 3REPS 2
American Wealth Administration Group LLC
RIAGlen Cove, NY
AUM $48.3MTEAM 3REPS 3
Scott S. Duko, Registered Investment Advisor, Ltd.
RIACanfield, OH
AUM $48.3MTEAM 1REPS 1
Klimax Wealth Management, LLC
RIAAUM $48.3MTEAM 1REPS 1
The Montgomery Financial Group, Inc.
RIAOrleans, MA
AUM $48.3MTEAM 4REPS 3
Mark Muecke Capital Management, LLC
RIASan Antonio, TX
AUM $48.3MTEAM 1REPS 1
Herzog Financial Group, LLC
RIASaint Louis, MO
AUM $48.3MTEAM 1REPS 1
JME Wealth Management
RIARaleigh, NC
AUM $48.3MTEAM 1REPS 1
Valkyrie Private Wealth Management
RIAAUM $48.3MTEAM 1REPS 1
Other AUM ranges
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