RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Lawrence Capital Management, Inc.
RIAAUM $47.3MTEAM 2REPS 1
Yavapai Financial Planning, L.L.C.
RIAPrescott, AZ
AUM $47.3MTEAM 1REPS 1
Shuyi Kong Wealth Management, Inc.
RIAMillbrae, CA
AUM $47.3MTEAM 1REPS 1
Axion Financial Group LLC
RIABethany Beach, DE
AUM $47.3MTEAM 2REPS 2
Steven Hecht Investments, Inc.
RIAAUM $47.3MTEAM 1REPS 1
Leppla Capital Management LLC
RIAAUM $47.3MTEAM 5REPS 2
2nd Market Capital Advisory Corp.
RIAMadison, WI
AUM $47.2MTEAM 4REPS 4
Capstone Pacific Investment Strategies
RIAAUM $47.2MTEAM 2REPS 2
Paladin Investment Advisors
RIACabot, AR
AUM $47.2MTEAM 4REPS 4
Hilbert 8, LLC
RIANew York, NY
AUM $47.2MTEAM 4REPS 3
Astra Prime Wealth Management
RIAPittsburgh, PA
AUM $47.2MTEAM 5REPS 4
Merino Wealth Management
RIAGlenview, IL
AUM $47.2MTEAM 2REPS 2
Twenty Fifty Capital
RIAMount Pleasant, SC
AUM $47.2MTEAM 1REPS 1
Aquinas Advisors, LLC
RIAAUM $47.2MTEAM 1REPS 1
Nichols Group LLC
RIAAUM $47.2MTEAM 1REPS 1
Alturas Wealth Management, LLC
RIAAUM $47.1MTEAM 2REPS 2
Sound Investment Management, LLC
RIANewport Beach, CA
AUM $47.1MTEAM 1REPS 1
High Grade Investment Solutions, LLC
RIAAUM $47.1MTEAM 1REPS 1
Lonetree Wealth Management
RIAMemphis, TN
AUM $47.1MTEAM 4REPS 4
Cortez Wealth Management
RIAEl Paso, TX
AUM $47.1MTEAM 3REPS 1
KS Global Advisors, Inc.
RIAAUM $47.1MTEAM 1REPS 1
Vela Consulting, LLC
RIAAUM $47.1MTEAM 4REPS 3
Couric Financial
RIAAUM $47MTEAM 2REPS 1
D.M. Wealth Management, Inc.
RIANorman, OK
AUM $47MTEAM 3REPS 3
Other AUM ranges
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