RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Hyvorian Financial
RIAGarland, TX
AUM $405KTEAM 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
Magnolia Capital Asset Management LLC
RIAIrvine, CA
AUM $400KTEAM 1REPS 1
Navesink Advisors LLC
RIAAUM $400KTEAM 2REPS 2
Stone Fox Capital Advisors, LLC
RIAAUM $400KTEAM 1REPS 1
Falcone Investments LLC
RIAPennington, NJ
AUM $400KTEAM 1REPS 1
Motta Wealth Management LLC
RIAAUM $400KTEAM 1REPS 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
Gaylord Wealth Management, LLC
RIARocklin, CA
AUM $395KTEAM 1REPS 1
Apiis Wealth Management Corp.
RIABuena Park, CA
AUM $393KTEAM 2REPS 2
Opulent Strategies, LLC
RIAAUM $392KTEAM 1REPS 2
Trove Investment Advisors LLC
RIADallas, TX
AUM $388KTEAM 1REPS 1
Milieu Personal Finance LLC
RIAAUM $387KTEAM 1REPS 1
Colemma Asset Management LLC
RIAAUM $387KTEAM 1REPS 1
Compounding Gems Advisors, LLC
RIAAUM $381KTEAM 2REPS 2
Concordia Capital LLC
RIAAUM $380KTEAM 1REPS 1
Other AUM ranges
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