RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Envisionvest
RIAHouston, TX
AUM $838KTEAM 1REPS 1
DTM Advisory Group LLC
RIANeptune, NJ
AUM $838KTEAM 1REPS 1
Briarcliff Manor Wealth Advisors
RIAAUM $836KTEAM 1REPS 1
MER Capital Management, LLC
RIAAlexandria, VA
AUM $829KTEAM 1REPS 1
Oppenheimerfunds Inc
RIAAtlanta, GA
AUM $828KTEAM 15REPS 7
St. Therese Financial LLC
RIAAUM $827KTEAM 1REPS 1
Samatva Wealth Management LLC
RIAAUM $825KTEAM 1REPS 1
Inherent Wealth Fund, LLC
RIASan Francisco, CA
AUM $825KTEAM 2REPS 1
Moonshot Planning LLC
RIAAUM $820KTEAM 1REPS 1
Legacy Wealth Management
RIACharlotte, NC
AUM $818KTEAM 1REPS 1
RF Capital Management
RIAArcadia, CA
AUM $816KTEAM 1REPS 1
The Tilted Funds Group, LLC
RIACupertino, CA
AUM $811KTEAM 1REPS 2
Ransome Asset Management
RIAAUM $810KTEAM 1REPS 1
Lake Highlands Capital Management
RIADallas, TX
AUM $810KTEAM 1REPS 1
Tusker Wealth Management, LLC
RIAAUM $810KTEAM 1REPS 1
19:21 Investing
RIAAUM $810KTEAM 1REPS 1
Taylor Financial Consulting
RIALantana, TX
AUM $807KTEAM 1REPS 1
OLA Invierte, LLC
RIAAUM $804KTEAM 1REPS 1
BTG Capital
RIAAUM $800KTEAM 1REPS 1
Brookside Capital Group LLC
RIAAUM $800KTEAM 1REPS 1
Sonoran Capital Management LLC
RIAAUM $800KTEAM 1REPS 1
P. G. Earl Investment Advisers, L.L.C.
RIAAtlanta, GA
AUM $800KTEAM 1REPS 6
Leonard JR., Gary A.
RIAAUM $800KTEAM 1REPS 1
Taylor & Taylor Financial Services
RIAAUM $800KTEAM 1REPS 1
Other AUM ranges
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