RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Sherman, Young & Leavitt, LLC
RIAOregon City, OR
AUM $77.1MTEAM 3REPS 3
New England Financial Group
RIAPlymouth, MA
AUM $77.1MTEAM 1REPS 1
Siltstone Capital, LLC
RIAHouston, TX
AUM $77MTEAM 19REPS 5
Walton Rahal Cpas Pllc
RIABoca Raton, FL
AUM $77MTEAM 8REPS 2
Dpcm
RIAAUM $77MTEAM 1REPS 1
Lakeshore Wealth Management LLC
RIALake Lotawana, MO
AUM $77MTEAM 3REPS 3
Strategic Investment Advisors, Ltd.
RIACape Girardeau, MO
AUM $76.9MTEAM 1REPS 1
Stout Capital Management LLC
RIAEncinitas, CA
AUM $76.9MTEAM 2REPS 2
Olimpio Neu & Associates, Inc.
RIAFrisco, TX
AUM $76.9MTEAM 3REPS 2
MRM Financial Advisors, LLC
RIAFrisco, TX
AUM $76.9MTEAM 3REPS 3
Gulfcoast Financial Services, Inc.
RIALake City, FL
AUM $76.9MTEAM 7REPS 2
Omnia Finance, LLC
RIAFargo, ND
AUM $76.8MTEAM 1REPS 1
Westlake Wealth Management LLC
RIASeattle, WA
AUM $76.8MTEAM 3REPS 4
FBD Asset Mgmt
RIABloomington, MN
AUM $76.8MTEAM 1REPS 2
Coyne Capital Management, LLC
RIAWestlake, OH
AUM $76.8MTEAM 1REPS 2
Vanshap Capital, LLC
RIAArlington, VA
AUM $76.7MTEAM 2REPS 2
Integrated Planning LLC
RIAAiken, SC
AUM $76.7MTEAM 2REPS 2
Pope Wealth Management
RIALakewood Ranch, FL
AUM $76.7MTEAM 1REPS 1
Investment Strategies, L.L.C.
RIAAUM $76.7MTEAM 2REPS 2
Lyon Bern, LLC
RIASan Juan, PR
AUM $76.7MTEAM 5REPS 3
Dryden Capital, LLC
RIANew York, NY
AUM $76.6MTEAM 3REPS 1
Portside Investment Advisors, LLC
RIAPort Washington, WI
AUM $76.6MTEAM 2REPS 2
Highland Consulting Associates International, Inc.
RIACleveland, OH
AUM $76.6MREPS 2
Kirkey & Co Financial Advisors, Inc.
RIAHilliard, OH
AUM $76.6MTEAM 2REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?