RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
MURPHY INVESTMENT ADVISORS, INC.
RIAPASADENA, CA
AUM $92MTEAM 1REPS 1
PORTSEA INVESTMENTS, INC.
RIAAUM $92MTEAM 1REPS 1
IDG ADVISORS, LLC
RIADENVER, CO
AUM $92MTEAM 1REPS 2
EMBERHOUSE, LLC
RIAAUM $92MTEAM 1REPS 1
WALNUT GREEN ASSET MANAGEMENT, LLC
RIAWILMINGTON, DE
AUM $92MTEAM 2REPS 2
MERINGOFF WEALTH MANAGEMENT GROUP, LLC
RIAAUM $91.9MTEAM 1REPS 1
MUNDOVAL CAPITAL MANAGEMENT, INC.
RIALA JOLLA, CA
AUM $91.9MTEAM 3REPS 3
ALLIED INVESTMENTS
RIAJOHNSON CITY, TN
AUM $91.9MTEAM 2REPS 1
RECIPROCAL CAPITAL
RIAAUM $91.9MTEAM 1REPS 1
INCOMAR INVESTMENTS, LLC
RIASUGAR LAND, TX
AUM $91.9MTEAM 2REPS 2
WOODMONT ADVISORY GROUP, INC.
RIAAUM $91.9MTEAM 2REPS 3
WAVE DIGITAL ASSETS LLC
RIALos Angeles, CA
AUM $91.9MTEAM 33REPS 8
VIDA PRIVATE WEALTH LLC
RIAPASADENA, CA
AUM $91.8MTEAM 3REPS 1
FARNSLEY ADVISORS
RIALOUISVILLE, KY
AUM $91.8MTEAM 4REPS 3
INCLINE INVESTMENT ADVISORS, LLC
RIAINCLINE VILLAGE, NV
AUM $91.8MTEAM 5REPS 4
BUFFALO FIRST WEALTH MANAGEMENT, LLC
RIAWILLIAMSVILLE, NY
AUM $91.7MTEAM 4REPS 4
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
RIAALEXANDRIA, VA
AUM $91.7MTEAM 5REPS 3
BEACON HILL INVESTMENT ADVISORY, LLC
RIADUBLIN, OH
AUM $91.7MTEAM 4REPS 4
EXECUTIVE INVESTMENT SERVICES, LLC
RIALAKE OSWEGO, OR
AUM $91.7MTEAM 2REPS 1
COMPREHENSIVE WEALTH SERVICES, LLC
RIAMORRISTOWN, NJ
AUM $91.7MTEAM 3REPS 4
GABRIEL CAPITAL, LLC
RIAPORTLAND, OR
AUM $91.7MTEAM 1REPS 1
WESTFIELD WEALTH MANAGEMENT, LLC
RIACRANFORD, NJ
AUM $91.6MTEAM 3REPS 3
USA FIRST FINANCIAL
RIAINDIANAPOLIS, IN
AUM $91.6MTEAM 1REPS 1
COMPASS FINANCIAL GROUP
RIASAN ANTONIO, TX
AUM $91.6MTEAM 4REPS 4
Other AUM ranges
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