RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
My Advisors, LLC
RIAPortola Hills, CA
AUM $132KTEAM 1REPS 1
Pamela Plick Wealth Management LLC
RIAPalm Desert, CA
AUM $131KTEAM 1REPS 1
Ebanks Financial Solutions, LLC
RIAAUM $130KTEAM 1REPS 1
Midwest Retirement Partners, LLC
RIAAUM $130KTEAM 1REPS 1
Wing
RIANewport Beach, CA
AUM $128KTEAM 2REPS 4
Mercantile Advisors, LLC
RIAAUM $125KTEAM 1REPS 1
Mike Adams Financial Advisors, Inc.
RIAMooresville, NC
AUM $125KTEAM 1REPS 1
Wagner Road Capital Management, LLC
RIAAUM $125KTEAM 1REPS 1
Alamut Capital
RIAToronto
AUM $123KTEAM 1REPS 1
Pretiumcapital Management, Inc.
RIAAUM $123KTEAM 1REPS 1
Casi Investments
RIABaltimore, MD
AUM $120KTEAM 2REPS 2
Lexington Capital Management LLC
RIANew York, NY
AUM $120KTEAM 1REPS 1
Capital Solutions Advisors, LLC
RIADurham, NC
AUM $119KTEAM 1REPS 1
Crystal Oak Wealth Management, LLC
RIAAUM $119KTEAM 1REPS 1
Credit Union Investment Services
RIARaleigh, NC
AUM $111KTEAM 258REPS 261
Aragon Advisors
RIACorona, CA
AUM $111KTEAM 1REPS 1
Black Sea Investment Group
RIANorth Richland Hills, TX
AUM $110KTEAM 1REPS 1
Abundance Pathways
RIAAUM $109KTEAM 1REPS 1
Kristofer Capital Management, LLC
RIAAUM $108KTEAM 1REPS 1
Triunity Financial Planning, LLC
RIAAUM $106KTEAM 1REPS 1
DAS Wealth Management
RIAOrlando, FL
AUM $105KTEAM 1REPS 1
Pioneer Administrative Services Ltd
RIAHerzliya Pituach Tel Aviv
AUM $105KTEAM 5REPS 4
Oikonomos Asset Management, LLC
RIAAUM $104KTEAM 2REPS 2
Edgon Advisory LLC
RIAHartford, CT
AUM $103KTEAM 1REPS 1
Other AUM ranges
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