RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Prima Innotech
RIAAUM $250KTEAM 1REPS 2
Del Monte Capital, Inc.
RIAMonterey, CA
AUM $250KTEAM 1REPS 1
California Benefits And Retirement Group, LLC
RIANewport Beach, CA
AUM $247KTEAM 1REPS 1
Blue Compass Wealth Management, LLC
RIABrandon, FL
AUM $247KTEAM 1REPS 1
Summit Wealth Management
RIAAUM $246KTEAM 1REPS 1
WCA Advisors, LLC
RIAMiami, FL
AUM $245KTEAM 1REPS 1
SFG Wealth Management LLC
RIAGrove City, OH
AUM $245KTEAM 1REPS 1
Gamboa Capital Management Inc.
RIASan Antonio, TX
AUM $245KTEAM 1REPS 1
Angelus Wealth, LLC
RIASugar Land, TX
AUM $245KTEAM 1REPS 1
TM Wealth Management, LLC
RIAAUM $244KTEAM 1REPS 1
Hicks Management & Financial Services, LLC
RIAAUM $240KTEAM 1REPS 1
LI Wealth Management Inc
RIAMelville, NY
AUM $235KTEAM 1REPS 1
Mechfi
RIAAUM $234KTEAM 1REPS 1
Wellness Investment Advisers LLC
RIAAUM $234KTEAM 4REPS 2
Engel Capital
RIAAUM $234KTEAM 1REPS 1
Mcgehee Capital Management
RIAAUM $233KTEAM 1REPS 1
True North Advisory, LLC
RIAAUM $233KTEAM 1REPS 1
Midwest Wealth Management Inc
RIATopeka, KS
AUM $230KTEAM 2REPS 2
Crescent Investment Solutions LLC
RIAPlano, TX
AUM $230KTEAM 1REPS 1
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
Other AUM ranges
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