RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Monticello Capital Management, LLC
RIAAUM $873KREPS 1
Incline Financial Planning LLC
RIAAUM $871KTEAM 1REPS 1
Saber Asset Management
RIAAUM $868KTEAM 1REPS 1
MCC Wealth
RIAAtlanta, GA
AUM $865KTEAM 1REPS 1
Gaelin LLC
RIAAUM $865KTEAM 1REPS 1
Rodgers Capital Management, LLC
RIAAUM $862KTEAM 1REPS 1
Wealthu Advisors LLC
RIAAUM $861KTEAM 1REPS 1
Fresh Lake Wealth Management LLC
RIAAUM $860KTEAM 1REPS 1
Vindicta Investment Advisors LLC
RIAAUM $859KTEAM 1REPS 1
Keywell Financial Group LLC
RIAAUM $857KTEAM 1REPS 1
Meranti Capital Partners, Inc.
RIAAtlanta, GA
AUM $855KTEAM 1REPS 2
Openhanded Wealth LLC
RIAAUM $854KTEAM 1REPS 1
KG Meyer, Pc
RIAAUM $850KTEAM 1REPS 1
Able Financial Planning
RIAWest Brookfield, MA
AUM $850KTEAM 1REPS 1
Fortune Financial
RIAAUM $850KTEAM 1REPS 1
Quadram Capital LLC
RIAAUM $850KTEAM 1REPS 1
Blue Mountain Wealth Management
RIAAUM $847KTEAM 1REPS 1
Charles Capital
RIAAUM $847KTEAM 1REPS 1
Sevey Wealth Advisors
RIAAUM $847KTEAM 1REPS 1
Terrapene Capital
RIACentralia, IL
AUM $846KTEAM 2REPS 2
Viraj Capital, LLC
RIACambridge, MA
AUM $846KTEAM 1REPS 1
Aries Investments, LLC
RIALakeland, TN
AUM $842KTEAM 1REPS 1
Pivotpoint Advisors, LLC
RIAAUM $840KREPS 1
Global Hill Wealth Advisors LLC
RIAAUM $840KTEAM 1REPS 1
Other AUM ranges
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