RIAs: Under $100M AUM
12,908 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Crescent Investment Solutions LLC
RIAPlano, TX
AUM $230KTEAM 1REPS 1
Midwest Wealth Management Inc
RIATopeka, KS
AUM $230KTEAM 2REPS 2
Clark Financial LLC
RIAAUM $230KTEAM 1REPS 1
B&E Financial Services
RIAAUM $230KTEAM 1REPS 1
Greenwood Investment Advisors, LLC
RIAAtlanta, GA
AUM $229KTEAM 2REPS 1
Daba Advisors LLC
RIAMiami, FL
AUM $228KTEAM 1REPS 2
E. Roger Financial Group
RIALargo, MD
AUM $226KTEAM 1REPS 1
Chaps Lifestyle LLC
RIAAUM $225KTEAM 1REPS 1
Malcolm Capital Management LLC
RIAAUM $223KTEAM 1REPS 1
Virtuoso Wealth Management
RIAAUM $223KTEAM 1REPS 1
Argus Efficient Capital, LLC
RIAAUM $223KTEAM 1REPS 1
Primus Trust
RIAWindermere, FL
AUM $222KTEAM 1REPS 1
Hillhurst Wealth Management LLC
RIAAUM $219KTEAM 1REPS 1
Shai Weinbaum Investment Management
RIAAUM $219KTEAM 1REPS 1
L & B Realty Advisors, LLP
RIADallas, TX
AUM $219KTEAM 70REPS 7
Aris Alpha LLC
RIAAUM $217KTEAM 1REPS 1
Formynder Wealth Management, LLC
RIAAUM $216KTEAM 1REPS 1
Lotus Oak Capital Institute
RIAAUM $215KTEAM 1REPS 1
Scott Clampitt, Registered Investment Advisor
RIAAUM $213KTEAM 1REPS 1
Douglas Capital Advisors
RIAManor, TX
AUM $210KTEAM 3REPS 2
First Perspective Capital LLC
RIANational Harbor, MD
AUM $210KTEAM 1REPS 1
Galvez Financial LLC
RIAParrish, FL
AUM $209KTEAM 1REPS 1
401k Advisory Group, Inc.
RIAAUM $205KTEAM 1REPS 1
Brightpath Financial Advisors, LLC
RIAAUM $204KTEAM 1REPS 1
Other AUM ranges
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