RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
NORTHSTAR WEALTH MANAGEMENT, INC.
RIABLOOMINGTON, MN
AUM $85.5MTEAM 3REPS 2
PRIVATE EQUITY INVESTORS, INC.
RIANew York, NY
AUM $85.4MTEAM 4REPS 3
ATW SPAC MANAGEMENT LLC
RIANew York, NY
AUM $85.4MTEAM 7REPS 3
OPTIMUM RETIREMENT PLANNING LLC
RIALAKE FOREST, IL
AUM $85.4MTEAM 1REPS 1
SCHUTT CAPITAL MANAGEMENT LLC
RIARICHMOND, VA
AUM $85.4MTEAM 3REPS 2
WATSON CAPITAL MANAGEMENT, INC.
RIAAUM $85.3MTEAM 1REPS 1
COLMINA, LLC
RIASEATTLE, WA
AUM $85.3MTEAM 7REPS 5
BANE O'LEARY LLC
RIABLOOMINGTON, MN
AUM $85.3MTEAM 4REPS 4
ALONGSIDE WEALTH ADVISORS, LLC
RIAAUM $85.3MTEAM 2REPS 2
SUNRISE CAPITAL MANAGEMENT LLC
RIAAUM $85.3MREPS 1
FAIRWAY CAPITAL MANAGEMENT, LLC
RIACHICAGO, IL
AUM $85.2MTEAM 5REPS 5
DONAHUE FINANCIAL GROUP
RIAAUM $85.2MTEAM 1REPS 1
GUIDING FINANCIAL
RIAAUM $85.2MTEAM 2REPS 1
JARROD ADAMS INVESTING, LLC
RIAMOORESVILLE, NC
AUM $85.2MTEAM 3REPS 3
FORREST INVESTMENT MANAGEMENT, INC.
RIAJACKSONVILLE, FL
AUM $85.2MTEAM 1REPS 1
YOUNG CAPITAL MANAGEMENT INC
RIAFOUNTAIN HILLS, AZ
AUM $85.1MTEAM 1REPS 1
CANTATA WEALTH MANAGEMENT, LLC
RIACORAL GABLES, FL
AUM $85.1MTEAM 4REPS 6
PEAK CAPITAL MANAGEMENT
RIASTUART, FL
AUM $85.1MTEAM 5REPS 2
BROYLES ADVISORY, LLC
RIAAUM $85.1MTEAM 1REPS 1
INTEGRATED FINANCIAL SOLUTIONS, PLLC
RIAMESA, AZ
AUM $85MTEAM 4REPS 3
SPIRIT GLOBAL INVESTMENT ADVISORS, LLC
RIASAN DIEGO, CA
AUM $85MTEAM 1REPS 1
HERITAGE FINANCIAL NETWORK, INC.
RIACONCORD, MA
AUM $85MTEAM 1REPS 2
HA WEALTH ADVISORS INC.
RIACEDAR CITY, UT
AUM $85MTEAM 2REPS 2
LEGACY PARTNER GROUP
RIADULUTH, GA
AUM $85MTEAM 1REPS 1
Other AUM ranges
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