RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Ross Wealth Group, LLC
RIAArlington, TX
AUM $19.1MTEAM 9REPS 4
Brian Thompson Financial
RIAAUM $19.1MTEAM 1REPS 1
G&F Financial Services
RIAAUM $19.1MTEAM 1REPS 1
Proactive Financial Solutions 360, LLC
RIANorth Attleboro, MA
AUM $19.1MTEAM 7REPS 2
Kcpag Financial Advisors LLC
RIARobinson, IL
AUM $19MTEAM 17REPS 13
Mike Wolters & Associates, Ltd.
RIAAUM $19MTEAM 3REPS 3
Norris Wealth Management, LLC
RIAAUM $19MTEAM 1REPS 1
Crystal Brook Advisors
RIAAUM $19MTEAM 1REPS 1
Beverly Hills Capital Management LLC
RIAAUM $19MTEAM 1REPS 1
Stronghaven Capital LLC
RIADenver, CO
AUM $19MTEAM 1REPS 2
Wank & Liptzin Advisory Services LLC
RIAGarden City, NY
AUM $19MTEAM 2REPS 2
The Valente Group LLC
RIAAUM $19MTEAM 1REPS 1
Oak & Reed Capital Management, LLC
RIABrooklynn, NY
AUM $19MTEAM 2REPS 3
WIN Investing LLC
RIAAUM $19MTEAM 1REPS 1
Versai Wealth Management LLC
RIAAUM $19MTEAM 1REPS 1
Eudaimon Wealth Management
RIAAUM $19MTEAM 1REPS 1
Livingston & Associates, Ltd.
RIAAUM $19MTEAM 1REPS 1
Winten Investment Partners, LLC
RIAAUM $19MTEAM 1REPS 1
Michelangelo Partners, LLC
RIAAUM $19MTEAM 1REPS 1
Despain Investment Solutions, Ltd.
RIACollinsville, IL
AUM $19MTEAM 2REPS 1
Lone Peak Asset Management, Inc.
RIAWestlake Village, CA
AUM $19MTEAM 1REPS 1
Chanakya Capital Partners Ifsc LLP
RIAGandhinagar Gujarat
AUM $19MTEAM 4REPS 5
Brunger Financial
RIAAUM $19MTEAM 1REPS 1
Tribeca Investment Inc.
RIAChestnut Hill, MA
AUM $19MTEAM 1REPS 1
Other AUM ranges
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