RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Argos Global Advisors, LLC
RIASanta Barbara, CA
AUM $13MTEAM 3REPS 3
Clarion River Adventures, LLC
RIACanton, OH
AUM $13MTEAM 1REPS 1
Chess Financial Planning LLC
RIAAUM $13MTEAM 1REPS 1
Broadcore Investments LP
RIAAUM $13MTEAM 3REPS 3
Knight Financial Investments
RIAAUM $13MTEAM 2REPS 2
Iron Oak Capital Management
RIAAUM $13MTEAM 2REPS 2
Nubian Square Investment Advisors, LLC
RIABrookline, MA
AUM $13MTEAM 5REPS 4
Private Capital Asset Management LLC
RIADarien, CT
AUM $13MTEAM 4REPS 4
Hoskin Capital
RIAAUM $13MTEAM 2REPS 2
Imagine Financial Services
RIAAUM $13MTEAM 1REPS 1
4sight Advisors LLC
RIAAUM $13MTEAM 3REPS 3
Ladin Financial Group, Inc.
RIACoral Gables, FL
AUM $13MTEAM 1REPS 1
Pathways Financial Consulting LLC
RIAAUM $12.9MTEAM 1REPS 1
Packard Wealth Strategies LLC
RIAAUM $12.9MTEAM 1REPS 1
CM First Capital Corp.
RIAHuntington Beach, CA
AUM $12.9MTEAM 2REPS 2
Impact Wealth Group
RIAFort Worth, TX
AUM $12.9MTEAM 1REPS 1
Legacy Springs Advisors, LLC
RIAAUM $12.9MTEAM 1REPS 1
Trek Line Wealth
RIAAUM $12.9MTEAM 1REPS 1
Compass Advisors LLC
RIAAUM $12.9MTEAM 1REPS 1
Sewickley Financial LLC
RIASewickley, PA
AUM $12.9MTEAM 1REPS 1
D.A.C. Davis Investment Counsel, Inc.
RIAToronto Ontario
AUM $12.9MREPS 2
Chief Capital Management, Inc
RIAAUM $12.9MTEAM 1REPS 1
GP Wealth Management, LLC
RIAAUM $12.9MTEAM 1REPS 1
Alpha Financial Nordic
RIAFountain Hills, AZ
AUM $12.9MTEAM 1REPS 1
Other AUM ranges
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