RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
JBY Financial Planning
RIAAUM $730KTEAM 1REPS 2
The Green Group Finance, LLC
RIALawrenceville, GA
AUM $727KTEAM 2REPS 2
Alpha Inertia Capital
RIANew York, NY
AUM $726KTEAM 1REPS 1
Rohde Wealth Management
RIAAUM $725KTEAM 1REPS 1
JPL Wealth Management
RIADripping Springs, TX
AUM $720KTEAM 1REPS 2
Lucre Advisory LLC
RIAAUM $720KTEAM 1REPS 1
Equanimity Capital Management, LLC
RIAAUM $718KTEAM 1REPS 1
Aligned Wealth Solutions, LLC
RIAAUM $717KTEAM 1REPS 1
Duomo Capital
RIAAlbany, NY
AUM $715KTEAM 1REPS 1
Empire Retirement Plans, LLC
RIAUtica, NY
AUM $712KTEAM 8REPS 8
Atwima Wealth Management LLC
RIASacramento, CA
AUM $712KTEAM 1REPS 1
Birchcroft Investments, LLC
RIAAUM $709KTEAM 1REPS 1
Finest Edge Financial LLC
RIAAUM $707KTEAM 1REPS 1
Stronghold Investment Management
RIAAUM $706KTEAM 1REPS 1
Northwoods Financial Partners LLC
RIAHermosa Beach, CA
AUM $705KTEAM 2REPS 1
Tetelestai Capital
RIAAUM $704KTEAM 5REPS 1
EG Capital Management LLC
RIAAUM $702KTEAM 1REPS 1
Polestar Capital LLC
RIAAUM $702KTEAM 2REPS 2
Duncan Wealth Management, LLC
RIAAUM $701KTEAM 1REPS 1
Bartlett, Lawrence E
RIAArcadia, CA
AUM $700KTEAM 1REPS 1
Parity Investment Management, LLC
RIAAUM $700KTEAM 1REPS 1
Gray Colt Financial Planning LLC
RIAAUM $700KTEAM 1REPS 1
Hoodoo
RIAOakland, CA
AUM $700KTEAM 1REPS 1
Graybridge Capital
RIAAUM $700KTEAM 1REPS 1
Other AUM ranges
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