RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Privileged Planning Inc.
RIAGreen Cove Springs, FL
AUM $39.7MTEAM 5REPS 1
Trinity Capital Management, LLP
RIABrookhaven, GA
AUM $39.7MTEAM 1REPS 2
Jaguar Investment Services, Ltd
RIAMarana, AZ
AUM $39.7MTEAM 1REPS 1
Index Wealth Advisors, LLC
RIAOverland Park, KS
AUM $39.6MTEAM 2REPS 2
BTC Financial Management Co
RIABethany, MO
AUM $39.6MTEAM 6REPS 10
GCB Private Wealth
RIAAUM $39.6MTEAM 2REPS 2
Davis & Wehrle, LLC
RIARound Rock, TX
AUM $39.6MTEAM 2REPS 2
Bill Losey Retirement Solutions, LLC
RIAAUM $39.6MTEAM 1REPS 1
Msress III Manager, L.L.C.
RIANew York, NY
AUM $39.6MTEAM 372REPS 11
Catton Capital Partners, LLC
RIASan Francisco, CA
AUM $39.6MTEAM 2REPS 2
Financial Decisions (USA) LLC
RIAAUM $39.6MTEAM 1REPS 1
Mazuelos & Company Wealth Management
RIAAUM $39.6MTEAM 1REPS 1
Equalize Capital LLC
RIASan Juan, PR
AUM $39.5MTEAM 4REPS 6
Bequest Capital LLC
RIASarasota, FL
AUM $39.5MTEAM 8REPS 3
Vineyard Wealth Advisory LLC
RIAAUM $39.5MTEAM 2REPS 2
Balanced Capital
RIAAUM $39.5MTEAM 1REPS 1
Portfolio Logix, LLC
RIAMissoula, MT
AUM $39.5MTEAM 2REPS 2
Elevated Asset Management LLC
RIAJackson, WY
AUM $39.5MTEAM 1REPS 1
Archer Row Advisory
RIAAUM $39.5MTEAM 1REPS 1
CBL Wealth Management
RIAApple Valley, CA
AUM $39.5MTEAM 1REPS 1
Anovest Investment Advisors
RIAMarietta, GA
AUM $39.5MTEAM 3REPS 3
JLJ Capital Management, LLC
RIAAUM $39.5MTEAM 1REPS 1
Midwest Financial Strategies
RIAWatertown, SD
AUM $39.4MTEAM 2REPS 2
IHS Wealth Management LLC
RIAOyster Bay, NY
AUM $39.4MTEAM 2REPS 2
Other AUM ranges
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