RIAs: Under $100M AUM
12,995 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Pacific Wealth Care Inc.
RIAAUM $68MTEAM 1REPS 1
SAC Investment Management LLC
RIAAUM $68MTEAM 1REPS 1
Mottet Wealth
RIAAUM $68MTEAM 1REPS 1
Delta Wealth Management, LLC
RIAAUM $68MTEAM 2REPS 2
Penn Street Capital Management LLC
RIAAUM $68MTEAM 1REPS 2
Buckeye Wealth Partners, LLC
RIACenterville, OH
AUM $68MTEAM 2REPS 2
KAY Investments, Inc.
RIAAUM $67.9MTEAM 1REPS 1
Tri-Star Advisors, Inc.
RIAHouston, TX
AUM $67.9MTEAM 4REPS 2
Normandy Capital Management, LLC
RIALakewood, CO
AUM $67.9MTEAM 5REPS 5
Ventoux Financial Advisors, LLC
RIAAUM $67.9MTEAM 1REPS 1
Momentum Wealth Strategies
RIAAUM $67.9MTEAM 1REPS 1
Tax Advantage Advisors, Inc.
RIAOverland Park, KS
AUM $67.9MTEAM 1REPS 1
Alpha Capital LLC
RIALubbock, TX
AUM $67.8MTEAM 3REPS 2
Keystone Advisory Group
RIAHollister, CA
AUM $67.8MTEAM 3REPS 2
Fiduciary Capital, Inc.
RIAGainesville, GA
AUM $67.8MTEAM 5REPS 3
Focused Finances, LLC
RIAOakland, CA
AUM $67.8MTEAM 1REPS 1
Steel Canyon Capital, LLC
RIAPhoenix, AZ
AUM $67.8MTEAM 2REPS 2
H&S Tax And Wealth Advisors LLC
RIARed Bank, NJ
AUM $67.8MTEAM 3REPS 3
Measured Financial
RIARoseville, CA
AUM $67.7MTEAM 3REPS 3
Sea Clear Financial Planning, LLC
RIABrielle, NJ
AUM $67.7MTEAM 1REPS 1
Roseline Capitol Advisors, LLC
RIARichmond, VA
AUM $67.7MTEAM 5REPS 3
R. H. Hansford & Company, Inc.
RIAAUM $67.7MTEAM 2REPS 2
Fortis Wealth Management
RIABoone, NC
AUM $67.7MTEAM 3REPS 3
Black Hill Capital Partners, LLC
RIASan Francisco, CA
AUM $67.7MTEAM 1REPS 2
Other AUM ranges
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