RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Atlantic Financial
RIAAUM $615KTEAM 2REPS 2
Personal Financial Specialists
RIACedar Knolls, NJ
AUM $610KTEAM 3REPS 1
DWT Financial
RIAAUM $607KTEAM 1REPS 1
Titanrex
RIAArlington, VA
AUM $607KTEAM 1REPS 1
Caster and Company, Inc.
RIAWarwick, RI
AUM $600KTEAM 1REPS 1
HMP Capital Management, LLC
RIASan Antonio, TX
AUM $600KTEAM 1REPS 1
Prosophia Advisors, LLC
RIADarien, CT
AUM $600KTEAM 2REPS 1
P&P Wealth Management LLC
RIAVictoria, TX
AUM $600KTEAM 1REPS 1
Northshore Wealth Management
RIAAUM $600KTEAM 1REPS 1
Smith Cfp, Karyn
RIANormal, IL
AUM $600KTEAM 1REPS 1
Hoffman Capital Management, LLC
RIAAUM $597KTEAM 1REPS 1
Aurea Investments LLC
RIAMilwaukee, WI
AUM $596KTEAM 1REPS 1
JD Haggar Financial
RIAAUM $595KTEAM 1REPS 1
Timberlink LLC
RIAJohns Creek, GA
AUM $594KTEAM 2REPS 2
Damian Capital Management, LLC
RIAAUM $590KTEAM 1REPS 1
Sensible Financial Solutions, LLC
RIAKalkaska, MI
AUM $585KTEAM 1REPS 1
Throckmorton Advisors, LLC
RIAAUM $584KTEAM 2REPS 2
Longitude Financial Planning
RIAAUM $582KTEAM 1REPS 1
Simaan Investment Management, L.L.C.
RIAAUM $582KTEAM 1REPS 1
Angel Light Capital
RIAAUM $582KTEAM 1REPS 1
TED C. Earle
RIAAUM $580KTEAM 1REPS 1
Aston Sandel
RIAAUM $580KTEAM 1REPS 1
Budge, David M.
RIAAUM $580KTEAM 1REPS 1
Third Day Capital, Inc.
RIACharlotte, NC
AUM $579KTEAM 1REPS 2
Other AUM ranges
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