RIAs: Under $100M AUM
12,908 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Affordable Life Plans, LLC
RIAFrisco, TX
AUM $3.2KTEAM 5REPS 1
Crenshaw Capital Management
RIALos Angeles, CA
AUM $3.1KTEAM 1REPS 1
Temecula Valley Stock Exchange
RIAAUM $3KTEAM 1REPS 1
Tartan Capital Advisors LLC
RIAHenderson, NV
AUM $2.4KTEAM 2REPS 2
Mary & Pip
RIAAUM $2.2KTEAM 2REPS 2
PFS Capital, LLC
RIANew York, NY
AUM $2.1KTEAM 1REPS 1
BK Chin
RIANewport Beach, CA
AUM $2KTEAM 1REPS 2
Musaffa LLC
RIANew York, NY
AUM $2KTEAM 2REPS 2
Family Freedom Wealth Management, LLC
RIAAddison, TX
AUM $1.5KTEAM 2REPS 2
Illuminate
RIAAUM $1.5KTEAM 1REPS 1
Leftskewed Investment Management, LLC
RIAAUM $1.5KTEAM 1REPS 1
Terrafort Capital LLC
RIANorth Bethesda, MD
AUM $1.1KTEAM 1REPS 1
Aalexander LLC
RIAAUM $1.1KTEAM 1REPS 1
Pale Blue Capital LLC
RIAAUM $1.1KTEAM 1REPS 1
Kitchensink Financial Planning, LLC
RIAAUM $1KTEAM 1REPS 1
Secretx Assets
RIAAUM $1KTEAM 1REPS 1
Talkabouthealth Dba Advizmo
RIAAUM $1KTEAM 3REPS 1
Fivancial Advisors, Inc.
RIADallas, TX
AUM $925TEAM 1REPS 3
Wealthyx
RIAAUM $750TEAM 1REPS 1
Planb Tax & Wealth Advisors LLC
RIAAUM $500TEAM 1REPS 1
Bickley Investments, LLC
RIAMacon, GA
AUM $447TEAM 1REPS 1
Vest Wealth Inc.
RIAAUM $400TEAM 2REPS 2
Kraken Adviser LLC
RIAFort Lauderdale, FL
AUM $377TEAM 5REPS 2
Xoomfi Advisors
RIASan Jose, CA
AUM $300REPS 1
Other AUM ranges
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