RIAs: Under $100M AUM
12,923 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Caprock Wealth Management
RIALittle Rock, AR
AUM $83.3MTEAM 3REPS 2
Northstar Capital Funds, LLC
RIANew York, NY
AUM $83.3MTEAM 4REPS 3
Proxy Wealth Advisors LLC
RIAWindermere, FL
AUM $83.3MTEAM 25REPS 13
Torres Financial Services, Inc.
RIASan Antonio, TX
AUM $83.2MTEAM 5REPS 3
Defiant Financial Services LLC
RIAWestlake, OH
AUM $83.2MTEAM 1REPS 1
Bootpack Financial Partners, LLC
RIAAUM $83.2MTEAM 1REPS 1
Pendleton Street Advisors, LLC
RIAColumbia, SC
AUM $83.2MTEAM 5REPS 3
Mcfarland Associates
RIAMonterey, CA
AUM $83.2MTEAM 3REPS 3
Pilot Asset Management LLC
RIAWinnetka, IL
AUM $83.1MTEAM 1REPS 1
Stewardship Financial
RIAGilbert, AZ
AUM $83.1MTEAM 3REPS 3
Heartwood Financial Services
RIAAUM $83.1MTEAM 2REPS 1
Kensington Securities, LLC
RIAAUM $83.1MTEAM 1REPS 1
Linda Zimmermann Financial Planning And Counseling
RIAAUM $83MTEAM 1REPS 1
Pecora Capital LLC
RIAMiami, FL
AUM $83MTEAM 4REPS 4
Trend Management, Inc.
RIASpringfield, MO
AUM $83MTEAM 3REPS 3
Galaria Capital Management, LLC
RIAAUM $83MTEAM 1REPS 3
Crutchfield Advisors, Inc
RIAApex, NC
AUM $83MTEAM 2REPS 2
Polymath Investments LLC
RIAAUM $83MTEAM 1REPS 1
O'Connor Financial Group, LLC
RIAAUM $82.9MTEAM 2REPS 2
M&M Wealth Management, LLC
RIAFort Myers, FL
AUM $82.9MTEAM 2REPS 2
Kenneth E. Boone Wealth Management, LLC
RIAOakdale, CA
AUM $82.9MTEAM 2REPS 2
Birch Creek Capital, LLC
RIAWynnewood, PA
AUM $82.8MTEAM 3REPS 4
Hokin Investment Advisors Inc.
RIANorthbrook, IL
AUM $82.8MTEAM 3REPS 3
Miller Financial Group, LLC
RIAPortland, OR
AUM $82.8MTEAM 2REPS 2
Other AUM ranges
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