RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Cathay Capital NA, LLC
RIANew York, NY
AUM $76.6MTEAM 6REPS 2
Princeton Wealth Management Alliance, LLC
RIAPrinceton, NJ
AUM $76.6MTEAM 2REPS 1
Forward Financial LLC
RIAHouston, TX
AUM $76.6MTEAM 1REPS 1
K&S Wealth Advisors, LLC
RIALubbock, TX
AUM $76.6MTEAM 4REPS 4
Oak Mountain Advisors
RIAChicago, IL
AUM $76.6MTEAM 2REPS 2
Provizr
RIAAnn Arbor, MI
AUM $76.5MTEAM 6REPS 6
Bridge Capital Consulting, LLC
RIANewport Beach, CA
AUM $76.5MTEAM 4REPS 3
Genuine Wealth Advisors, LLC
RIAIndianapolis, IN
AUM $76.5MTEAM 3REPS 3
Garland And Greenwood Wealth Advisors LLC
RIARoland, AR
AUM $76.5MTEAM 4REPS 4
Strider Capital, LLC
RIAAUM $76.5MTEAM 9REPS 2
Olson, Cross & Alamo Advisors LLC
RIARed Bank, NJ
AUM $76.5MTEAM 1REPS 2
Endowment Partners LLC
RIALas Vegas, NV
AUM $76.4MTEAM 6REPS 2
Prym Advisors LLC
RIAFort Lauderdale, FL
AUM $76.4MTEAM 1REPS 3
Celestial Wealth Management
RIAAUM $76.4MTEAM 1REPS 1
Wright Financial, LLC
RIAPleasant Hill, CA
AUM $76.4MTEAM 2REPS 1
Baughman Financial Group
RIANovato, CA
AUM $76.4MTEAM 1REPS 1
Morgan Stevens Asset Management, LLC
RIAAUM $76.4MTEAM 1REPS 2
Impact Advisors Group
RIAAUM $76.4MTEAM 3REPS 3
Anchor Wealth Advisors, LLC
RIACockeysville, MD
AUM $76.4MTEAM 1REPS 1
Investment Research Corp
RIADenver, CO
AUM $76.3MTEAM 21REPS 17
Capital Trust Wealth Management
RIAAUM $76.3MTEAM 1REPS 1
The Mcbride Group
RIAPetaluma, CA
AUM $76.3MTEAM 4REPS 3
Monk, Stan
RIAAUM $76.2MTEAM 1REPS 1
Ridgebrooke Capital Management LLC
RIACookeville, TN
AUM $76.2MTEAM 1REPS 2
Other AUM ranges
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