RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
APM Wealth
RIAPortland, OR
AUM $47.4MTEAM 3REPS 2
Lailaps Capital, L.L.C.
RIAAbbeville, LA
AUM $47.4MTEAM 1REPS 1
57 West Capital Advisors, Inc.
RIAAustin, TX
AUM $47.4MTEAM 7REPS 7
Cropsey Asset Management, LLC
RIAAUM $47.4MTEAM 1REPS 2
Humanize Wealth
RIASeattle, WA
AUM $47.4MTEAM 3REPS 3
Freedom Wealth Management LLC
RIASpokane, WA
AUM $47.4MTEAM 2REPS 1
MB Advisors LLC
RIAAUM $47.3MTEAM 2REPS 2
Elevate Capital Management, L.L.C.
RIASan Francisco, CA
AUM $47.3MTEAM 3REPS 4
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
Other AUM ranges
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