RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Doxa Capital, LLC
RIAArlington, VA
AUM $71MTEAM 2REPS 2
Fern Capital Inc.
RIAAUM $71MTEAM 2REPS 2
Waller Wealth Management, LLC
RIAMagnolia, AR
AUM $71MTEAM 1REPS 1
Legend Private Wealth, LLC
RIACharlotte, NC
AUM $71MTEAM 2REPS 2
Marketforce, LLC
RIAAUM $71MTEAM 1REPS 1
A-Team Advisors
RIAAUM $71MTEAM 2REPS 1
Zora Financial
RIAAUM $71MTEAM 4REPS 2
Your Wealth Matters LLC
RIASaint Louis, MO
AUM $71MTEAM 4REPS 4
Wasi
RIAMill Valley, CA
AUM $70.9MTEAM 1REPS 1
Chief Advisors Corp
RIASalina, KS
AUM $70.9MTEAM 7REPS 8
Green Investment Management, Inc.
RIAFort Worth, TX
AUM $70.9MTEAM 2REPS 1
Krammer Financial
RIAAUM $70.9MTEAM 1REPS 1
Skorheim Wealth Management, LLC
RIALaguna Hills, CA
AUM $70.9MTEAM 2REPS 2
Schmidt Wealth Management, L.L.C.
RIALawrenceburg, IN
AUM $70.9MTEAM 1REPS 1
Truly Prosper Financial Planning LLC
RIADublin, OH
AUM $70.8MTEAM 2REPS 1
Shorepine Wealth Management, LLC
RIAAUM $70.8MTEAM 1REPS 2
Fulbright Financial Consulting, Pa
RIADurham, NC
AUM $70.8MTEAM 1REPS 1
Optimum Wealth Management, LLC
RIAAUM $70.8MTEAM 2REPS 2
Sovereign
RIAVienna, VA
AUM $70.7MTEAM 2REPS 2
Fiduciary Management Group, LLC
RIANew York, NY
AUM $70.7MTEAM 2REPS 2
Lifeline Financial, LLC
RIAWethersfield, CT
AUM $70.7MTEAM 2REPS 1
Westerly Investments, Inc.
RIANewport Beach, CA
AUM $70.6MTEAM 2REPS 2
Ataraxis Advisors LLC
RIALansing, MI
AUM $70.6MTEAM 2REPS 2
Wiseman & Associates Wealth Management
RIAMiddleburg, VA
AUM $70.6MTEAM 3REPS 2
Other AUM ranges
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