RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
APEX RESEARCH AND INVESTMENTS, LLC
RIAAUM $93.7MTEAM 1REPS 1
BAY POINT FINANCIAL, LLC
RIABEDFORD, NH
AUM $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
VANDENBURG CAPITAL MANAGEMENT
RIAAUM $93.6MTEAM 1REPS 2
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 2
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
NAZELROD & ASSOCIATES FINANCIAL SERVICES, INC.
RIATOWSON, MD
AUM $93.2MTEAM 2REPS 2
BURGEON CAPITAL
RIAAUM $93.2MTEAM 1REPS 1
MIDAS MANAGEMENT CORPORATION
RIAWALPOLE, NH
AUM $93.2MTEAM 10REPS 5
LYNN H. ORR CAPITAL MANAGEMENT GROUP, INC.
RIAAUM $93.2MTEAM 2REPS 2
Other AUM ranges
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