RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Olde World Investments
RIAAUM $175KTEAM 1REPS 1
Boggess Asset Management
RIAWest Palm Beach, FL
AUM $175KTEAM 3REPS 3
FSO Wealth
RIADallas, TX
AUM $174KTEAM 1REPS 1
Calabash Asset Management, LLC
RIAAUM $173KTEAM 2REPS 1
The $ Coach, LLC
RIAAUM $173KTEAM 1REPS 1
Exds Capital
RIAAUM $172KTEAM 1REPS 1
Robert G Burns LLC
RIAAUM $170KTEAM 1REPS 1
Evans Capital Partners LLC
RIAAUM $170KTEAM 1REPS 1
Mcap Investment Management, LLC
RIAWoodstock, GA
AUM $169KTEAM 2REPS 2
5thn Financial LLC
RIAAUM $167KTEAM 1REPS 1
Critical Mass Financial, LLC
RIAAUM $167KTEAM 1REPS 2
Shikhara Capital (Hong Kong) Private Limited (Company)
RIAHong Kong
AUM $164KTEAM 9REPS 4
Venables Financial Solutions
RIAAUM $164KTEAM 1REPS 1
Taher Financial Planning
RIABrooklynn, NY
AUM $162KTEAM 1REPS 1
Foresight Investment Advisors, LLC
RIAHot Springs, AR
AUM $161KTEAM 4REPS 3
Blueprism Wealth Management LLC
RIAJohns Creek, GA
AUM $160KTEAM 1REPS 1
Auri
RIAAUM $160KTEAM 1REPS 1
Tactical Financial Planning Inc
RIAMalabar, FL
AUM $158KTEAM 1REPS 1
Tradespro LLC
RIAAddison, TX
AUM $158KTEAM 1REPS 1
EIA Investments LLC
RIASalisbury, CT
AUM $154KTEAM 1REPS 1
Equity X Investments, LLC
RIASacramento, CA
AUM $153KTEAM 1REPS 1
Gary Fabian And Associates Incorporated
RIAAUM $153KREPS 1
Cloud Peak Advisors
RIAAUM $153KTEAM 1REPS 1
Lowercase Capital, LLC
RIAAUM $151KTEAM 1REPS 1
Other AUM ranges
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