RIAs: Under $100M AUM
12,992 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Bills Asset Management
RIAAUM $63.2MTEAM 2REPS 2
KOI Portfolio Management, LLC
RIAAUM $63.2MTEAM 1REPS 1
Winslow Drake, Inc.
RIAAUM $63.2MTEAM 2REPS 1
North Scottsdale Wealth Advisors, LLC
RIAScottsdale, AZ
AUM $63.1MTEAM 1REPS 1
Ortman Financial Planning
RIANorth Bethesda, MD
AUM $63.1MTEAM 1REPS 2
Wealthy & Wise Family Office
RIAColumbia, MD
AUM $63.1MTEAM 6REPS 3
Scruggs Advisors, LLC
RIABattle Ground, WA
AUM $63.1MTEAM 1REPS 1
Wealthunite Advisors, LLC
RIAManhasset, NY
AUM $63.1MTEAM 1REPS 1
Crossroads Planning
RIAOrange, CA
AUM $63.1MTEAM 4REPS 2
MG Financial, Inc.
RIAAUM $63.1MTEAM 1REPS 1
VN Capital Management, LLC
RIAGreensboro, NC
AUM $63MTEAM 1REPS 1
Summers Value Partners LLC
RIADenver, CO
AUM $63MTEAM 3REPS 2
Fern Financial Group, LLC
RIAAUM $63MTEAM 3REPS 5
Mckeel Capital Management
RIAFlower Mound, TX
AUM $63MTEAM 2REPS 2
Shade Tree Partners LLC
RIADallas, TX
AUM $63MTEAM 3REPS 3
The Journeys Group, Inc.
RIAWinterville, NC
AUM $63MTEAM 2REPS 3
Bortel Investment Management, LLC
RIAGig Harbor, WA
AUM $63MTEAM 1REPS 1
Kramer Investment Services, LLC
RIALake Geneva, WI
AUM $63MTEAM 3REPS 1
Seraphim Capital Management, LLC
RIAAUM $63MTEAM 3REPS 1
Ione Capital Management LLC
RIAAUM $63MTEAM 4REPS 6
Purposepath Capital, LLC
RIAQuincy, IL
AUM $63MTEAM 5REPS 3
Edgehelm Financial
RIANashville, TN
AUM $63MTEAM 1REPS 1
Capital Research Advisors, LLC
RIASuwanee, GA
AUM $62.9MTEAM 2REPS 3
Retire Pittsburgh Management LLC
RIAMurrysville, PA
AUM $62.9MTEAM 4REPS 3
Other AUM ranges
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