RIAs: Under $100M AUM

12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

CAPROCK CAPITAL ADVISORS INC.

Plano, TX

AUM $90.7MTEAM 3REPS 3

CONRAD CAPITAL MANAGEMENT, INC.

HAUPPAUGE, NY

AUM $90.7MTEAM 3REPS 2

YOUR PLANNING PARTNER LLC

PALM BEACH GARDENS, FL

AUM $90.7MTEAM 4REPS 2

MODERN CAPITAL MANAGEMENT, CO.

MOUNT PLEASANT, SC

AUM $90.7MTEAM 6REPS 5

WEATHERHELM CAPITAL MANAGEMENT LLC

CAMBRIDGE, NY

AUM $90.6MTEAM 4REPS 2

ALPHAQ ADVISORS

WINTER PARK, FL

AUM $90.6MTEAM 2REPS 2

COUNTERPOINT ASSET MANAGEMENT LLC

SAN DIEGO, CA

AUM $90.6MTEAM 6REPS 4

BAYWORTH CAPITAL

CHICAGO, IL

AUM $90.6MTEAM 4REPS 4

ZEST

MIAMI, FL

AUM $90.6MTEAM 3REPS 2

BRAE HEAD, INC.

ESSEX, CT

AUM $90.6MTEAM 1REPS 1

WILDRYE FINANCIAL

BIGFORK, MT

AUM $90.5MTEAM 1REPS 1

WS WEALTH MANAGEMENT, LLC

Washington, VA

AUM $90.5MTEAM 3REPS 3

INNOVATE WEALTH

AUM $90.5MTEAM 2REPS 2

ADVENIRE WEALTH MANAGEMENT

COLORADO SPRINGS, CO

AUM $90.5MTEAM 4REPS 3

HUTCHISON WHITEHEAD WEALTH MANAGEMENT

CANONSBURG, PA

AUM $90.4MTEAM 4REPS 5

WASHINGTON SQUARE CAPITAL MANAGEMENT LLC

New York, NY

AUM $90.4MTEAM 2REPS 2

HADDON WEALTH MANAGEMENT, LLC

HADDONFIELD, NJ

AUM $90.4MTEAM 1REPS 1

EBER CAPITAL MANAGEMENT

CORAL GABLES, FL

AUM $90.4MTEAM 1REPS 1

CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC

GAINESVILLE, FL

AUM $90.3MTEAM 4REPS 4

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH

AUM $90.3MTEAM 2REPS 2

MONVIA FINANCIAL L.P.

WALNUT CREEK, CA

AUM $90.3MTEAM 3REPS 3

SERAPH CAPITAL ASSOCIATES, LLC

BARTLESVILLE, OK

AUM $90.3MTEAM 1REPS 2

I2I ANALYTICS, LLC

AUM $90.2MTEAM 2REPS 2

OAKTREE FINANCIAL PLANNING, LLC

FORT COLLINS, CO

AUM $90.2MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,647 FIRMS $500M – $1BReported AUM2,403 FIRMS $1B – $5BReported AUM3,235 FIRMS Over $5BReported AUM2,032 FIRMS

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