RIAs: Under $100M AUM
12,982 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Elevated Wealth Strategies LLC
RIAWestlake Village, CA
AUM $23.9MTEAM 1REPS 1
Kohr Investments
RIAMission Viejo, CA
AUM $23.9MTEAM 2REPS 2
Velaga Advisors
RIAAUM $23.9MTEAM 2REPS 2
Integrity Financial Strategies
RIAAUM $23.9MTEAM 2REPS 2
Capital Wealth Group LLC
RIAColumbia, SC
AUM $23.9MTEAM 1REPS 1
Pathlight Wealth Management
RIASan Diego, CA
AUM $23.8MTEAM 1REPS 1
Ellison Investment Advisors
RIAAUM $23.8MTEAM 1REPS 1
Folionet Advisers LLC
RIAMiami, FL
AUM $23.8MTEAM 3REPS 4
Highland Capital Advisors, LLC
RIAAUM $23.8MTEAM 1REPS 1
Echelon Virtual Family Office, LLC
RIASarasota, FL
AUM $23.8MTEAM 1REPS 1
Bolin Creek Wealth Advisors LLC
RIAChapel Hill, NC
AUM $23.8MTEAM 2REPS 2
Goshen Capital LLC
RIAAUM $23.8MTEAM 2REPS 2
Patrumin Investors, LLC
RIANaples, FL
AUM $23.8MTEAM 1REPS 1
Windemere Advisors, LLC
RIAValdosta, GA
AUM $23.8MTEAM 1REPS 1
Clearbrook Investment Management, LLC
RIAAUM $23.8MTEAM 3REPS 3
Oake Financial LLC
RIAAUM $23.8MTEAM 1REPS 1
Walkerhaven Capital Management, LLC
RIAAUM $23.8MTEAM 1REPS 1
Springwood Financial Advisors
RIADallas, TX
AUM $23.8MTEAM 1REPS 1
Griffin Financial Services
RIAAUM $23.8MTEAM 1REPS 1
Keepsake Management Inc.
RIAAUM $23.8MTEAM 1REPS 1
GBG Wealth Management LLC
RIALone Tree, CO
AUM $23.8MTEAM 4REPS 4
Abundit Wealth
RIASan Jose, CA
AUM $23.8MTEAM 2REPS 1
Jackson Wealth Inc
RIAFranklin, TN
AUM $23.8MTEAM 2REPS 2
Sunrise Wealth Management, LLC
RIATucson, AZ
AUM $23.7MTEAM 1REPS 2
Other AUM ranges
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