RIAs: Under $100M AUM
12,910 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Concreit Fund Management LLC
RIASeattle, WA
AUM $9MREPS 3
Revise
RIAChicago, IL
AUM $9MTEAM 1REPS 2
Kaspian Wealth Management
RIAWoodcliff Lake, NJ
AUM $9MTEAM 1REPS 1
Covenant Investment Solutions L.L.C.
RIAHighlands, NC
AUM $9MTEAM 1REPS 1
Kardinal Financial
RIAAUM $9MTEAM 1REPS 1
Sherpa Financial Guides, Inc.
RIAAUM $9MTEAM 2REPS 2
Mills Value Adviser Inc
RIAArlington, VA
AUM $9MTEAM 1REPS 3
Pathlight Financial Planning LLC
RIAPortland, OR
AUM $9MTEAM 1REPS 1
Capo Creek Financial Solutions
RIASan Clemente, CA
AUM $9MREPS 1
M Street Capital, LLC
RIAAUM $9MREPS 1
Lane Asset Management
RIAAUM $9MTEAM 1REPS 1
DB Asset Management,LLC
RIAAUM $9MTEAM 1REPS 1
Hawkeye Investment Management LLC
RIAAUM $9MTEAM 1REPS 1
Guardian Brothers
RIAAUM $9MTEAM 1REPS 1
Davenport Pbh LLC
RIAInlet Beach, FL
AUM $9MTEAM 1REPS 1
Stephen R Williams Investment Advisor LLC
RIAAUM $9MTEAM 1REPS 1
Baseline Investments, LLC
RIASan Francisco, CA
AUM $9MTEAM 1REPS 1
Next Gen Advisors, LLC
RIANew York, NY
AUM $9MTEAM 4REPS 2
Marin Financial LLC
RIAAUM $9MTEAM 1REPS 1
Grand Street Advisors, LLC
RIAAUM $9MTEAM 1REPS 1
Evergreen Capital Management, Inc.
RIASandy, UT
AUM $9MTEAM 1REPS 1
Mason Westbridge Asset Management LLC
RIAPeachtree Corners, GA
AUM $9MTEAM 2REPS 3
Sooner Private Financial LLC
RIASalem, NH
AUM $9MTEAM 2REPS 1
Off-Trail Works LLC
RIAAustin, TX
AUM $9MTEAM 1REPS 1
Other AUM ranges
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