RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Smart Portfolio
RIABrea, CA
AUM $44.1MTEAM 2REPS 1
CRC Capital LLC
RIAAUM $44.1MTEAM 1REPS 1
Cedar Road Capital LLC
RIAAUM $44.1MTEAM 1REPS 1
Composedpro, Inc.
RIASan Antonio, TX
AUM $44.1MTEAM 1REPS 1
Barnes & Company Investment Counsel, LLC
RIALos Angeles, CA
AUM $44.1MTEAM 1REPS 1
Winthrop Partners - Wpa, LLC
RIAOrchard Park, NY
AUM $44.1MTEAM 3REPS 4
BDM Investments, Inc.
RIAKennesaw, GA
AUM $44.1MTEAM 2REPS 2
Waterford Financial Management, LLC
RIAIra, MI
AUM $44MTEAM 1REPS 1
Monument Investments Inc.
RIAAlbany, TX
AUM $44MTEAM 2REPS 1
The Mass Group
RIADubai
AUM $44MTEAM 7REPS 2
DJ Wealth Systems, LLC
RIAAUM $44MTEAM 1REPS 1
Steve Garrett And Associates,Inc.
RIAGlendora, CA
AUM $44MREPS 1
Lions Gate Sovereign Capital, LLC
RIAWhite Bear Lake, MN
AUM $44MTEAM 2REPS 2
Trufinancial Registered Investment Advisory Services, Inc
RIAAUM $44MTEAM 2REPS 2
Jafar Management, LLC
RIAAUM $44MTEAM 1REPS 1
Sabin Investment Management, Inc.
RIAAUM $44MTEAM 2REPS 2
Ascent Retirement Advisors
RIABoise, ID
AUM $43.9MTEAM 2REPS 2
Powers Capital Management
RIAConshohocken, PA
AUM $43.9MTEAM 1REPS 1
REX Leigh Jones
RIAAUM $43.9MTEAM 1REPS 1
Transparent Wealth Consulting LLC
RIAVictor, NY
AUM $43.9MTEAM 1REPS 1
Kerwin Asset Management, LLC
RIAAUM $43.8MTEAM 2REPS 1
Epic Financial, LLC
RIAHudson, OH
AUM $43.8MTEAM 2REPS 1
Eriksen Capital Management
RIAAUM $43.8MTEAM 2REPS 6
K.W. Andersen Investment Group, LLC
RIAAUM $43.8MTEAM 2REPS 2
Other AUM ranges
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