RIAs: Under $100M AUM
12,908 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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
Gates Wealth Group
RIAAUM $323KTEAM 1REPS 1
Millennium Global Advisors, LLC
RIAAUM $322KTEAM 1REPS 1
Elite Portfolios
RIACarmel By The Sea, CA
AUM $322KTEAM 1REPS 2
Waltium Investment Advisors
RIAAUM $321KTEAM 1REPS 1
Skysphere LLC
RIASan Jose, CA
AUM $320KTEAM 1REPS 1
Bull & Bear Capital Advisors, LLC
RIAJacksonville, FL
AUM $317KTEAM 1REPS 1
Connolly Wealth Management
RIAAUM $316KTEAM 1REPS 1
Five Point Investments
RIAAUM $315KTEAM 1REPS 1
Onlyfunds
RIAAUM $314KTEAM 1REPS 1
Unifimoney Ria
RIAAustin, TX
AUM $314KTEAM 5REPS 3
Mozella Asset Management
RIASt Petersburg, FL
AUM $313KTEAM 1REPS 1
MDO Financial Planning, LLC
RIAAUM $312KTEAM 1REPS 1
New Jam Financial Strategists, LLC
RIAAUM $310KTEAM 1REPS 1
Aureana Capital Management, LLC
RIAAUM $308KTEAM 1REPS 1
Sandlot Private Wealth LLC
RIAOrem, UT
AUM $305KTEAM 4REPS 3
J Kaiser Management, LLC
RIAAUM $305KTEAM 1REPS 1
Reaching Upward Financial Solutions LLC
RIAAUM $304KTEAM 1REPS 1
Sundial Capital Management, L.P.
RIAArlington, TX
AUM $304KTEAM 1REPS 2
Silveria Wealth Group, LLC
RIABoise, ID
AUM $304KTEAM 1REPS 1
Other AUM ranges
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