RIAs: Under $100M AUM
12,870 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Weatherhelm Capital Management LLC
RIACambridge, NY
AUM $90.6MTEAM 4REPS 2
Alphaq Advisors
RIAWinter Park, FL
AUM $90.6MTEAM 2REPS 2
Counterpoint Asset Management LLC
RIASan Diego, CA
AUM $90.6MTEAM 6REPS 4
Bayworth Capital
RIAChicago, IL
AUM $90.6MTEAM 4REPS 4
Zest
RIAMiami, FL
AUM $90.6MTEAM 3REPS 2
Brae Head, Inc.
RIAEssex, CT
AUM $90.6MTEAM 1REPS 1
Eagle Eye Advisory LLC
RIAAUM $90.6MTEAM 1REPS 1
Wildrye Financial
RIABigfork, MT
AUM $90.5MTEAM 1REPS 1
WS Wealth Management, LLC
RIAWashington, VA
AUM $90.5MTEAM 3REPS 3
Innovate Wealth
RIAAUM $90.5MTEAM 2REPS 2
Advenire Wealth Management
RIAColorado Springs, CO
AUM $90.5MTEAM 4REPS 3
Hutchison Whitehead Wealth Management
RIACanonsburg, PA
AUM $90.4MTEAM 4REPS 5
Washington Square Capital Management LLC
RIANew York, NY
AUM $90.4MTEAM 2REPS 2
Haddon Wealth Management, LLC
RIAHaddonfield, NJ
AUM $90.4MTEAM 1REPS 1
Eber Capital Management
RIACoral Gables, FL
AUM $90.4MTEAM 1REPS 1
Chacon Diaz & Di Virgilio Wealth Management, LLC
RIAGainesville, FL
AUM $90.3MTEAM 4REPS 4
Capital Advisory Services, LLC
RIAWest Chester, OH
AUM $90.3MTEAM 2REPS 2
Monvia Financial L.P.
RIAWalnut Creek, CA
AUM $90.3MTEAM 3REPS 3
Seraph Capital Associates, LLC
RIABartlesville, OK
AUM $90.3MTEAM 1REPS 2
I2I Analytics, LLC
RIAAUM $90.2MTEAM 2REPS 2
Oaktree Financial Planning, LLC
RIAFort Collins, CO
AUM $90.2MTEAM 1REPS 1
Gannett Wealth Advisors
RIAAUM $90.2MTEAM 6REPS 6
Sparkline Capital LP
RIAAUM $90.2MTEAM 1REPS 1
Intermountain Wealth Management, Inc.
RIAIdaho Falls, ID
AUM $90.2MTEAM 3REPS 2
Other AUM ranges
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