RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Jazurek & Co LLC
RIARidgewood, NY
AUM $436KTEAM 1REPS 1
Lloyd Tevis Investments, LLC
RIALafayette, CA
AUM $435KTEAM 4REPS 2
Pinnacle Advisors LLC
RIAEast Syracuse, NY
AUM $433KTEAM 2REPS 6
Tresco Financial, LLC
RIALas Vegas, NV
AUM $432KTEAM 1REPS 1
Sound Investment Advice, LLC
RIAIssaquah, WA
AUM $429KTEAM 1REPS 1
Panther Asset Management, Inc.
RIAAUM $425KTEAM 1REPS 1
Tennext LLC
RIAAUM $424KTEAM 1REPS 1
Landcasted Capital Management LLC
RIAWaconia, MN
AUM $423KTEAM 1REPS 1
Erlang101 Capital Management LLC
RIAFishers, IN
AUM $420KTEAM 1REPS 1
In-Christ Asset Management, LLC
RIAPlano, TX
AUM $420KTEAM 1REPS 1
Comus Investment, LLC
RIAAUM $420KTEAM 1REPS 1
Xdus Fund Advisor
RIAEast Longmeadow, MA
AUM $415KTEAM 2REPS 3
Abundant Capital Strategies LLC
RIAAUM $415KTEAM 1REPS 1
Bush Capital Management, LLC
RIAAUM $413KTEAM 1REPS 1
Nine Gems Investment Management
RIAAUM $411KTEAM 1REPS 1
Arkhe Wealth Management
RIAMiami, FL
AUM $410KTEAM 1REPS 1
Fountaindale, LLC
RIAAUM $408KTEAM 2REPS 2
Virtual Tax Planners
RIAAUM $407KTEAM 1REPS 1
Heartland Northeast LLC
RIAAUM $404KTEAM 1REPS 1
Furrier and Crown Investments, LLC
RIAAUM $403KTEAM 1REPS 1
Focus Advisory, Ltd.
RIAAUM $402KTEAM 2REPS 1
Texas Assured Financial Planning LLC
RIAAUM $401KTEAM 1REPS 1
WHN Investor Services, Inc.
RIAAUM $400KTEAM 1REPS 1
Magnolia Capital Asset Management LLC
RIAIrvine, CA
AUM $400KTEAM 1REPS 1
Other AUM ranges
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