RIAs: Under $100M AUM
12,986 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Rubik Capital Inc
RIAMiami, FL
AUM $32.8MTEAM 15REPS 5
Crestview Wealth Management, LLC
RIARockwall, TX
AUM $32.8MTEAM 4REPS 2
Halyard Financial, LLC
RIAAUM $32.8MTEAM 1REPS 1
Arca Capital Management
RIAMarina Del Rey, CA
AUM $32.8MTEAM 11REPS 5
Grace Financial Advisors LLC
RIAAUM $32.8MTEAM 1REPS 1
Positive Delta Asset Management LLC
RIALos Angeles, CA
AUM $32.8MTEAM 4REPS 4
Modern Financial Wellness
RIAPortsmouth, NH
AUM $32.8MTEAM 1REPS 1
Exchange Street Capital
RIASpring Lake, MI
AUM $32.8MTEAM 2REPS 2
Total Wealth Partners
RIAHouston, TX
AUM $32.7MTEAM 2REPS 2
Ascend Financial Advisers, Inc
RIAIrvine, CA
AUM $32.7MTEAM 1REPS 1
Jersey Shore Financial Advisors LLC
RIARed Bank, NJ
AUM $32.7MTEAM 1REPS 1
Tabula Rasa Advisors, LLC
RIAMountain Brk, AL
AUM $32.7MTEAM 2REPS 2
Desla Wealth Management
RIAWest Des Moines, IA
AUM $32.7MTEAM 3REPS 2
Beacon Bay Asset Management LLC
RIAAUM $32.7MTEAM 1REPS 1
Altruity Wealth
RIAAUM $32.7MTEAM 1REPS 1
Twin Robins Capital
RIAKansas City, MO
AUM $32.7MTEAM 2REPS 2
David W. Mckinlay, Chfc
RIAAUM $32.6MTEAM 1REPS 1
Platinum Planning, Inc.
RIASarasota, FL
AUM $32.6MTEAM 1REPS 1
TGA Capital Management
RIABraintree, MA
AUM $32.6MTEAM 2REPS 2
FSP Advisors, Inc.
RIARochester, NY
AUM $32.6MTEAM 5REPS 3
Ascend Wealth Management LLC
RIAAUM $32.6MTEAM 1REPS 1
The Financial Preserve At Lonier Financial Advisory LLC
RIAAUM $32.6MTEAM 1REPS 1
Sage Tree Wealth
RIAFairport, NY
AUM $32.6MTEAM 2REPS 2
Francis Capital Management, Inc.
RIAAUM $32.6MTEAM 1REPS 1
Other AUM ranges
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