RIAs: Under $100M AUM
12,876 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Firefly Wealth Management
RIACleveland, OH
AUM $350KTEAM 1REPS 1
Del Monte Capital, Inc.
RIAMonterey, CA
AUM $350KTEAM 1REPS 1
Quantaraxia LLC
RIAAUM $350KTEAM 1REPS 1
MultigenerationaL.Black Inc.
RIAAUM $349KTEAM 1REPS 2
Westpeak Financial
RIAAUM $349KTEAM 1REPS 1
Cloyd Capital
RIAAUM $347KTEAM 1REPS 1
Mort Kelly Financial Services, LLC
RIAAUM $347KTEAM 1REPS 1
Zenith Wealth Management
RIAAUM $346KTEAM 1REPS 1
Styra Wealth Management
RIAAUM $346KTEAM 1REPS 1
Hive Wealth Management LLC
RIAAUM $345KTEAM 1REPS 1
Stewart Wealth Management, LLC
RIANaples, FL
AUM $343KTEAM 1REPS 1
Fesc Asset Management LLC
RIADallas, TX
AUM $340KTEAM 3REPS 3
Samuel & Associates Investment Management LP
RIAMiami, FL
AUM $340KTEAM 1REPS 1
Wealth Keepers
RIAAUM $335KTEAM 1REPS 1
Second Look Financial, LLC
RIAAUM $335KTEAM 1REPS 1
Skyy Financial Group, LLC
RIAAUM $335KTEAM 1REPS 1
Donald W. Traylor
RIAAUM $334KTEAM 1REPS 1
Trove, LLC
RIAAUM $332KTEAM 2REPS 2
Yarborough Asset Management Strategies
RIAAUM $330KTEAM 1REPS 1
ZOU Capital Management LLC
RIAAUM $330KTEAM 1REPS 1
Richards Financial Planning, LLC
RIAHouston, TX
AUM $330KTEAM 1REPS 1
Freedom Money Management LLC
RIAAUM $325KTEAM 1REPS 1
US Freedom Capital Advisors LLC
RIARichardson, TX
AUM $325KTEAM 1REPS 1
Fortress Family Asset Management LLC
RIAAUM $325KTEAM 1REPS 1
Other AUM ranges
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