RIAs: Under $100M AUM
12,927 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Idyllic Partners Manager, LP
RIASleepy Hollow, NY
AUM $85MTEAM 1REPS 1
Crafted Finance, LLC
RIAAUM $85MTEAM 2REPS 1
Foundation Wealth & Tax Advisors, LLC
RIAAnnapolis, MD
AUM $85MTEAM 10REPS 10
Lifetime Capital Planning Group LLC
RIAFlower Mound, TX
AUM $85MTEAM 2REPS 2
Wall Investment Group, Inc.
RIAAUM $85MTEAM 2REPS 2
Kedzior Wealth Management LLC
RIAIndependence, OH
AUM $85MTEAM 1REPS 1
Rubin Overseas Ltd.
RIAZurich
AUM $84.9MTEAM 6REPS 3
L. Cooper Investments
RIAAUM $84.8MTEAM 1REPS 1
Vioni Capital Management, LLC
RIASarasota, FL
AUM $84.8MTEAM 4REPS 3
Oak Street Advisory Group, LLC
RIAAUM $84.8MTEAM 2REPS 2
Mccormick Financial Advisors, LLC
RIAAUM $84.8MTEAM 1REPS 1
Quiver Financial Holdings LLC
RIASan Clemente, CA
AUM $84.7MTEAM 4REPS 3
CF Advisors LLC
RIASalina, KS
AUM $84.7MTEAM 3REPS 4
Archie Gray Allen, JR.
RIAAUM $84.7MTEAM 1REPS 1
API Financial Advisors, LLC
RIARockledge, FL
AUM $84.7MTEAM 13REPS 17
CGM Investment Management
RIAAUM $84.6MTEAM 1REPS 1
WTO Advisors, LLC
RIAEdmond, OK
AUM $84.6MTEAM 2REPS 1
Group Rmc Investment Advisor LLC
RIANew York, NY
AUM $84.6MTEAM 2REPS 2
Mountain Peak Wealth Advisors, LLC
RIAFort Wayne, IN
AUM $84.5MTEAM 3REPS 3
Solebury Asset Management LLC
RIAAUM $84.5MTEAM 1REPS 1
Buffalo Valley Wealth Plus
RIAMifflinburg, PA
AUM $84.5MTEAM 4REPS 4
Louis Henry Wealth Management LLC
RIADenver, CO
AUM $84.5MTEAM 1REPS 1
Songbird Capital, LLC
RIAPrinceton, NJ
AUM $84.4MTEAM 4REPS 1
Fuller Wealth Advisors
RIANorth Chesterfield, VA
AUM $84.4MTEAM 1REPS 1
Other AUM ranges
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