RIAs: Under $100M AUM
12,995 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
BLACK CARD CIRCLE
RIAAUM $98.3MTEAM 7REPS 6
ABE CAPITAL MANAGEMENT, LLC
RIASHORT HILLS, NJ
AUM $98.2MTEAM 1REPS 1
GREENWICH CREEK CAPITAL MANAGEMENT, LLC
RIAAUM $98.2MTEAM 2REPS 2
BLACKSUMMIT FINANCIAL GROUP, INC.
RIAAUM $98.2MTEAM 6REPS 1
EAGLE EYE ADVISORY LLC
RIAAUM $98.1MTEAM 2REPS 1
BULLOCK CAPITAL ALLIANCE, INC.
RIACOLORADO SPRINGS, CO
AUM $98.1MTEAM 1REPS 1
LUCID WEALTH PLANNING LLC
RIAWake Forest, NC
AUM $98.1MTEAM 1REPS 1
FAMILY FINANCIAL SERVICES, LLC
RIAAUM $98.1MTEAM 1REPS 1
ASK CAPITAL INVESTMENT MANAGERS
RIAAmarillo, TX
AUM $98.1MTEAM 2REPS 2
GALLATIN & COMPANY, LLC
RIAVERO BEACH, FL
AUM $98.1MTEAM 1REPS 1
SWAN WEALTH ADVISORS, LLC
RIADURANGO, CO
AUM $98MTEAM 2REPS 4
MUZINICH DIRECT LENDING ADVISER, LLC
RIANew York, NY
AUM $98MTEAM 48REPS 8
UPRIGHT FINANCIAL CORP
RIAAUM $98MTEAM 4REPS 3
LPK INVESTMENT GROUP, LLP
RIANew York, NY
AUM $98MTEAM 68REPS 4
F.F. ADVISORS, LLC
RIAAUM $98MTEAM 1REPS 1
RMH INVESTMENT MANAGEMENT, LLC
RIATUCSON, AZ
AUM $98MTEAM 3REPS 2
PROSPERITY FINANCIAL GROUP
RIASPRINGFIELD, MO
AUM $98MTEAM 3REPS 2
BORLAND MARKER
RIADAYTON, OH
AUM $98MTEAM 2REPS 1
MHA FINANCIAL CORP
RIARIDGEWOOD, NJ
AUM $98MTEAM 6REPS 7
COMPASS WEALTH MANAGEMENT, LLC
RIAAUM $98MTEAM 1REPS 1
SWAD WEALTH MANAGEMENT LLC
RIASANTA ROSA, CA
AUM $97.9MTEAM 1REPS 1
VALOR INVESTMENTS AND PLANNING LLC
RIAEASTON, PA
AUM $97.9MTEAM 10REPS 6
ROWLEY FINANCIAL
RIALANCASTER, PA
AUM $97.9MTEAM 3REPS 2
INCLINE WEALTH
RIAAUM $97.9MTEAM 4REPS 2
Other AUM ranges
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