RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Brodie Wealth Management
RIACary, NC
AUM $379KTEAM 1REPS 1
Legacy Advisory Group, Inc.
RIAHermitage, PA
AUM $377KTEAM 3REPS 2
New Green Capital, LLC
RIAAUM $375KTEAM 1REPS 1
CTF Financial Services, Inc.
RIAOcala, FL
AUM $373KTEAM 1REPS 1
Nvest Wise, LLC
RIAAUM $371KTEAM 1REPS 1
Corollary Capital LLC
RIAAUM $366KTEAM 1REPS 1
Gramel Capital Management LLC
RIAAUM $364KTEAM 1REPS 2
Inversso, LLC
RIAAUM $363KTEAM 1REPS 2
Ludus Capital, LLC
RIAAUM $360KTEAM 1REPS 1
Brick Street Financial
RIAClinton, MS
AUM $359KTEAM 3REPS 1
Brinker Asset Management
RIAAUM $356KREPS 1
New Day Wealth Management, LLC
RIARussellville, AR
AUM $355KTEAM 2REPS 3
Ventum Advisors Corp.
RIAToronto
AUM $355KTEAM 7REPS 4
Openvest
RIAMiami, FL
AUM $353KTEAM 2REPS 2
Holland Capital Advisors, LLC
RIACharlotte, NC
AUM $353KTEAM 1REPS 1
Achilles Wealth Management, LLC
RIAAUM $353KTEAM 1REPS 1
Magna Vis Capital
RIAGainesville, FL
AUM $353KTEAM 1REPS 1
Covenant Financial Planning And Resource Management, Inc.
RIAAUM $353KTEAM 1REPS 1
EEE Financial LLC
RIAAUM $351KTEAM 1REPS 1
Intelligent Worth
RIAAUM $351KTEAM 1REPS 1
Mount Ararat Financial Services LLC
RIAAUM $351KTEAM 1REPS 1
Seth Heine LLC
RIAAUM $350KTEAM 1REPS 1
Onethirty Capital
RIAAUM $350KTEAM 1REPS 1
Foresight Financial Advisory
RIAAUM $350KTEAM 1REPS 1
Other AUM ranges
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