RIAs: Under $100M AUM
12,908 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Propolis Capital Management
RIASteamboat Springs, CO
AUM $416KTEAM 2REPS 2
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
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
Motta Wealth Management LLC
RIAAUM $400KTEAM 1REPS 2
Falcone Investments LLC
RIAPennington, NJ
AUM $400KTEAM 1REPS 1
WHN Investor Services, Inc.
RIAAUM $400KTEAM 1REPS 1
Magnolia Capital Asset Management LLC
RIAIrvine, CA
AUM $400KTEAM 1REPS 1
Stone Fox Capital Advisors, LLC
RIAAUM $400KTEAM 1REPS 1
Navesink Advisors LLC
RIAAUM $400KTEAM 2REPS 2
Pine Ridge Wealth LLC
RIAAUM $399KTEAM 1REPS 1
Salinas Asset Management, LLC
RIATexas City, TX
AUM $399KTEAM 1REPS 1
Squam Lakes Investment Management, LLC
RIAAUM $398KTEAM 1REPS 1
Investream
RIAAUM $398KTEAM 1REPS 1
Heartworth Financial LLC
RIASt Louis Park, MN
AUM $396KTEAM 1REPS 1
Greenerbucks
RIASacramento, CA
AUM $396KTEAM 2REPS 2
Trigofi
RIAEmeryville, CA
AUM $395KTEAM 1REPS 1
Other AUM ranges
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