RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Global Investment Capital LLC
RIAWest Hills, CA
AUM $441KTEAM 1REPS 1
SA Financial Solutions, LLC
RIASan Antonio, TX
AUM $438KTEAM 2REPS 2
Live And Give Financial
RIAAUM $438KTEAM 1REPS 1
Financial Engineering LLC
RIAAUM $437KTEAM 1REPS 1
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
Comus Investment, LLC
RIAAUM $420KTEAM 1REPS 1
In-Christ Asset Management, LLC
RIAPlano, TX
AUM $420KTEAM 1REPS 1
Erlang101 Capital Management LLC
RIAFishers, IN
AUM $420KTEAM 1REPS 1
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
Paladin Wealth Management
RIAAUM $410KTEAM 1REPS 1
Arkhe Wealth Management
RIAMiami, FL
AUM $410KTEAM 1REPS 1
Fountaindale, LLC
RIAAUM $408KTEAM 2REPS 2
Virtual Tax Planners
RIAAUM $407KTEAM 1REPS 1
Other AUM ranges
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