RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Calidris Financial, LLC
RIACharleston, SC
AUM $43.3MTEAM 1REPS 1
Larsen Wealth Management, LLC
RIAAUM $43.3MTEAM 1REPS 1
Crane Capital Management LLC
RIASpring Park, MN
AUM $43.2MTEAM 2REPS 2
Regal Capital Management, Inc.
RIABedford, IN
AUM $43.2MTEAM 1REPS 1
O'Dowd Asset Management LLC
RIAMorristown, NJ
AUM $43.1MTEAM 1REPS 1
Investor Resources Inc
RIABothell, WA
AUM $43.1MTEAM 2REPS 2
Burton Wealth Management
RIAScottsdale, AZ
AUM $43.1MTEAM 2REPS 2
Wright Wealth Management, LLC
RIAAUM $43.1MTEAM 1REPS 1
Goldstrand Planning Group
RIAStockton, CA
AUM $43.1MREPS 1
Nickel Investment Advisors, Inc.
RIAAUM $43.1MTEAM 1REPS 1
Eisenhilfer Capital LLC
RIALincoln, RI
AUM $43.1MTEAM 1REPS 1
Mission Peak Investors, LLC
RIAAUM $43.1MTEAM 1REPS 1
Castle Hill Capital
RIAAUM $43.1MTEAM 1REPS 1
Carl F. PeterseN. Inc
RIAAUM $43MTEAM 6REPS 5
Professional Investment Counsel, Inc
RIAEl Paso, TX
AUM $43MTEAM 3REPS 3
Lifestyle Planning, LLC
RIAChandler, AZ
AUM $43MTEAM 3REPS 3
Ajax Asset MgmT., LLC
RIALos Angeles, CA
AUM $43MTEAM 1REPS 1
Harris Financial Services, Inc.
RIAOshkosh, WI
AUM $43MTEAM 2REPS 1
Southern Capital Management Corporation
RIACharleston, SC
AUM $43MTEAM 2REPS 2
Beaulieu & Associates, LLC
RIASomers, CT
AUM $43MTEAM 2REPS 2
Next Steps Advisors, Inc.
RIABellevue, WA
AUM $43MTEAM 1REPS 1
Mountain Wealth Management, LLC
RIABozeman, MT
AUM $43MTEAM 2REPS 2
Directional Advisors
RIAAUM $43MTEAM 3REPS 3
Stuyvesant Capital Management Corporation
RIAArmonk, NY
AUM $43MTEAM 2REPS 3
Other AUM ranges
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