RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
4 Seasons Advisors
RIAPrinceton, WV
AUM $700KTEAM 2REPS 2
Bartlett, Lawrence E
RIAArcadia, CA
AUM $700KTEAM 1REPS 1
Parity Investment Management, LLC
RIAAUM $700KTEAM 1REPS 1
Commodities & Securities, Inc.
RIAAUM $695KREPS 1
Golden Acre Wealth Management
RIAAUM $695KTEAM 1REPS 1
Verticus Advisors Inc.
RIAAUM $692KTEAM 1REPS 1
Confianza Wealth Management
RIAAUM $692KTEAM 1REPS 1
WU Wealth Advisory, LLC
RIAAUM $689KTEAM 1REPS 1
Crux and Company, LLC
RIAAUM $687KTEAM 1REPS 1
Aptos Capital LLC
RIAAUM $686KTEAM 1REPS 1
Kelley Lane Capital, LLC
RIADallas, TX
AUM $686KTEAM 1REPS 1
Nevis Equity Advisors LLC
RIAAUM $686KTEAM 1REPS 1
Exos Asset Management LLC
RIANew York, NY
AUM $682KTEAM 25REPS 4
Shared Prosperity Group
RIAPortland, OR
AUM $680KTEAM 2REPS 1
ELR Capital Management, LLC
RIAAUM $679KTEAM 1REPS 1
The Affinity Group, LLC
RIAAlbany, NY
AUM $678KTEAM 2REPS 2
Big Blue Investors, LLC
RIAAUM $675KTEAM 1REPS 1
Asset & Retirement Management
RIAAUM $674KTEAM 1REPS 1
Aeom Investments, LLC
RIAAUM $673KTEAM 1REPS 1
Adam Doty Company
RIAAUM $673KTEAM 1REPS 1
Optura Advisors, Inc.
RIABurlingame, CA
AUM $671KTEAM 1REPS 1
B Hive Financial, LLC
RIAAUM $670KTEAM 1REPS 1
Rivercrest Investment Advisors, LLC
RIAHouston, TX
AUM $670KTEAM 1REPS 1
Wolf & Raven Private Wealth
RIAAUM $668KTEAM 1REPS 1
Other AUM ranges
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