RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Xetfs
RIAAUM $957KTEAM 4REPS 3
Forza Wealth Advisory Services LLC
RIAAUM $957KTEAM 1REPS 1
Grit And Lavender Financial Planning
RIAAUM $957KTEAM 1REPS 1
Toba Financial
RIAAUM $956KTEAM 1REPS 1
Archedia Capital LLC
RIAAUM $955KTEAM 1REPS 1
Full Compass Investment Advisors
RIAAUM $951KTEAM 1REPS 1
Barnett Investment Counsel, LLC
RIAAUM $950KTEAM 1REPS 1
Hoffman Financial Consultants
RIAAUM $950KTEAM 1REPS 1
Monuwealth Advisors
RIAAUM $949KTEAM 1REPS 1
Buoyancy Capital
RIAAUM $947KTEAM 1REPS 1
Chakkal Group
RIAAUM $945KTEAM 2REPS 2
Asymmetric Advisors
RIAAliso Viejo, CA
AUM $940KTEAM 1REPS 1
Llewellyn Financial LLC
RIAAUM $940KTEAM 1REPS 1
Investgro LLC
RIAMt Juliet, TN
AUM $934KTEAM 1REPS 3
The Ryan Group Portfolio Design LLC
RIAAUM $933KTEAM 1REPS 1
Ranchwood Capital Management
RIACoppell, TX
AUM $930KTEAM 1REPS 1
Omsai Com LLC
RIAChantilly, VA
AUM $930KTEAM 10REPS 1
Banyan Lake Capital LLC
RIAAUM $930KTEAM 1REPS 1
Simplevisor
RIAHouston, TX
AUM $928KTEAM 2REPS 3
The Financial Architects Wealth Management LLC
RIAChino Hills, CA
AUM $928KTEAM 2REPS 2
Richmond Capital
RIAMiami, FL
AUM $927KTEAM 1REPS 1
PRR Wealth Management
RIAAUM $927KTEAM 1REPS 1
Aegis Wealth Partners, LLC
RIAPhoenix, AZ
AUM $926KTEAM 1REPS 1
Whelan Capital Mangement
RIAMenlo Park, CA
AUM $925KREPS 1
Other AUM ranges
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