RIAs: Under $100M AUM
12,908 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Prime Sentry Wealth Management LLC
RIAAddison, TX
AUM $51KTEAM 1REPS 1
Opportunity Cost Investors LLC
RIAAUM $50.3KTEAM 1REPS 1
Craven Capital LLC
RIANew York, NY
AUM $50KREPS 2
Keychain Asset Management
RIAAUM $50KTEAM 1REPS 1
Fondahn Financial
RIAWalla Walla, WA
AUM $50KTEAM 1REPS 1
Lifetime Investments & Insurance LLC
RIAPeoria, AZ
AUM $50KTEAM 1REPS 1
Tailored Tax and Wealth
RIAAUM $50KTEAM 1REPS 1
Autonomous Wealth Management LLC
RIABrooklyn, NY
AUM $45.6KTEAM 1REPS 1
Amplified Alpha
RIADallas, TX
AUM $45.2KTEAM 2REPS 2
Walsh Financial LLC
RIAAUM $45.1KTEAM 1REPS 1
Stephen F. Hill and Associates L.L.C.
RIAAUM $45KTEAM 1REPS 1
Core Asset Management Company
RIAAUM $44.6KTEAM 1REPS 1
Revelations Asset Management LLC
RIAAUM $44.5KTEAM 1REPS 1
Butler-Davis Financial Group, LLC
RIACovington, GA
AUM $44.1KTEAM 1REPS 1
Penta Capital Strategies LLC
RIAAUM $43.6KTEAM 1REPS 1
Family Wealth Coaching, LLC
RIAPlano, TX
AUM $42.6KTEAM 1REPS 1
Outlive Financial Planning LLC
RIAAUM $42KTEAM 1REPS 1
Versalife Advisors
RIAAUM $40.1KTEAM 1REPS 1
BA Global Capital
RIANewark, NJ
AUM $40KTEAM 1REPS 1
Kiepe Wealth Management
RIAAUM $40KTEAM 1REPS 2
Vantar
RIANew York, NY
AUM $40KTEAM 4REPS 1
Candlestick Ai
RIAAUM $40KTEAM 2REPS 2
Matty Ai Inc.
RIAGreenville, SC
AUM $39.3KTEAM 2REPS 2
Sr99advisors
RIAAUM $38.6KTEAM 1REPS 1
Other AUM ranges
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