RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Long Lake Capital Management, LLC
RIABirmingham, MI
AUM $42.8MTEAM 1REPS 1
Coast Wealth Management, Inc.
RIASan Clemente, CA
AUM $42.8MTEAM 1REPS 1
Eternal Capital, LLC
RIAMiami, FL
AUM $42.7MTEAM 7REPS 5
Nisman Investment Services Inc.
RIAEast Brunswick, NJ
AUM $42.7MTEAM 2REPS 2
Buellesfeld Financial Services, Inc.
RIAWellington, KS
AUM $42.7MTEAM 1REPS 1
Hart Investment Management Inc.
RIAAUM $42.7MTEAM 1REPS 1
Drost Financial
RIAAUM $42.7MTEAM 2REPS 1
Winston & Company, Inc.
RIAAUM $42.7MTEAM 1REPS 1
Resonance Financial, LLC
RIAAUM $42.7MTEAM 1REPS 1
Capview Advisors, LLC
RIACoral Gables, FL
AUM $42.6MTEAM 4REPS 2
Generation Pmca Corp.
RIAToronto Ontario
AUM $42.6MTEAM 20REPS 4
AB Hhelio Associates, Inc.
RIAAUM $42.6MTEAM 1REPS 1
Yorkville America Equities, LLC
RIAMountainside, NJ
AUM $42.6MTEAM 3REPS 3
Parkview Capital LLC
RIAAUM $42.6MTEAM 1REPS 1
Skill Capital Management
RIAAUM $42.6MTEAM 1REPS 1
Lava Wealth Management, LLC
RIAAUM $42.6MTEAM 1REPS 1
Devil Mountain Investment Management
RIAAUM $42.6MTEAM 1REPS 1
Prospect Credit REIT Advisor, LLC
RIAWest Palm Beach, FL
AUM $42.6MTEAM 59REPS 3
Turning Point Advisors, LLC
RIANovelty, OH
AUM $42.6MTEAM 2REPS 2
Granite Wealth Advisors
RIATemecula, CA
AUM $42.5MTEAM 1REPS 1
Janco Wealth Management
RIAAUM $42.5MTEAM 1REPS 1
Intentional Finance, LLC
RIAAlbuquerque, NM
AUM $42.5MTEAM 1REPS 1
Alternative Access Funds, LLC
RIAEl Segundo, CA
AUM $42.5MTEAM 1REPS 3
Endeavor Advisors LLC
RIAPhoenix, AZ
AUM $42.5MTEAM 3REPS 4
Other AUM ranges
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