RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Oak Road Wealth Management
RIAAUM $80.1MTEAM 3REPS 3
Capital Management Advisors LP
RIAHouston, TX
AUM $80.1MTEAM 2REPS 2
QCI Partners LLC
RIAAUM $80MTEAM 3REPS 2
Elite Wealth Management
RIAAUM $80MTEAM 1REPS 1
Seaport Global Asset Management LLC
RIANew York, NY
AUM $80MTEAM 3REPS 2
Rogue Advisors, LLC
RIAGrants Pass, OR
AUM $80MTEAM 2REPS 2
DBA Fee Only Financial Planning, Inc.
RIAAUM $80MTEAM 1REPS 2
New West Investment Management, Inc.
RIAAUM $80MTEAM 1REPS 1
Johnson, Jason L.
RIAAUM $80MTEAM 1REPS 1
Nardene Wealth Management Inc
RIABrentwood, CA
AUM $80MTEAM 1REPS 1
Digital Asset Investment Management
RIAPalm Beach Gardens, FL
AUM $80MTEAM 4REPS 2
Lions Wealth Management
RIASt Louis Park, MN
AUM $80MTEAM 4REPS 3
Palisade Financial
RIAAUM $80MTEAM 1REPS 1
Derks Financial, LLC
RIALee's Summit, MO
AUM $80MTEAM 2REPS 2
Rand Group Financial
RIAAUM $80MTEAM 1REPS 1
General Industrial Partners LLP
RIALondon
AUM $80MTEAM 3REPS 3
Capital City Asset Management Group, LLC
RIAPowell, OH
AUM $79.9MTEAM 14REPS 12
GPS Financial Group, LLC
RIAGrand Rapids, MI
AUM $79.8MTEAM 2REPS 2
Arena Wealth Management LLC
RIAFort Wayne, IN
AUM $79.8MTEAM 2REPS 2
Walstad Investment Counsel, Inc.
RIASanta Barbara, CA
AUM $79.8MTEAM 1REPS 1
Fairlane Investment Advisors Inc
RIANorthville, MI
AUM $79.8MTEAM 2REPS 2
Stonecreek Wealth Advisors
RIASouth Jordan, UT
AUM $79.8MTEAM 1REPS 1
Foxstone Financial
RIALone Tree, CO
AUM $79.8MTEAM 1REPS 1
Pacific Crest Financial Advisors, LLC
RIAEverett, WA
AUM $79.8MTEAM 3REPS 3
Other AUM ranges
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