RIAs: Under $100M AUM
12,927 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Ravensview Capital Management, LLC
RIAPortland, OR
AUM $95.5MTEAM 2REPS 3
Docsa Capital Management, Inc.
RIAPortage, MI
AUM $95.4MTEAM 3REPS 3
KCR Wealth Management, LLC
RIAReston, VA
AUM $95.4MTEAM 1REPS 1
East West Investment Advisors, LLC
RIAAUM $95.4MTEAM 2REPS 2
Andersen Wealth Management
RIAEaston, MD
AUM $95.3MTEAM 12REPS 4
Womack Investment Advisers, Inc
RIAEdmond, OK
AUM $95.3MTEAM 3REPS 3
SJ Capital Management LLC
RIAAUM $95.3MTEAM 1REPS 2
MEM Investments
RIALaguna Beach, CA
AUM $95.3MTEAM 1REPS 1
Prosperity Wealth Strategies LLC
RIABloomfield Hills, MI
AUM $95.2MTEAM 2REPS 2
Burke Wealth Management, LLC
RIAHouston, TX
AUM $95.2MTEAM 3REPS 5
Vickery Creek Capital Management
RIARoswell, GA
AUM $95.2MTEAM 2REPS 1
Zimmerman Capital Management
RIASalem, OH
AUM $95.2MTEAM 1REPS 1
P-Squared Capital Management
RIAAUM $95.2MTEAM 1REPS 1
Lottsa Financial Services, Inc.
RIAMinneapolis, MN
AUM $95.2MTEAM 4REPS 3
Steward Capital Management
RIABloomfield Hills, MI
AUM $95.1MTEAM 5REPS 2
DJG Financial Services, Inc.
RIAEast Weymouth, MA
AUM $95.1MTEAM 3REPS 4
Elpis Capital Group, LLC
RIAFishers, IN
AUM $95.1MTEAM 8REPS 4
Fortaleza Capital Partners, LLC
RIAAUM $95.1MTEAM 2REPS 1
Taylor Advisory Group
RIAAUM $95.1MTEAM 2REPS 2
SM Investors
RIANew York, NY
AUM $95.1MTEAM 2REPS 1
Helios Wealth Advisors, LLC
RIAPearland, TX
AUM $95.1MTEAM 1REPS 1
Interlake Capital Management, LLC
RIACarmel, CA
AUM $95MTEAM 1REPS 3
Vested Partners: A Multi-Family Office
RIASalem, VA
AUM $95MTEAM 3REPS 2
Portfolio Management & Planning, Inc.
RIAAUM $95MTEAM 2REPS 1
Other AUM ranges
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