RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Salient Advisors, L.P.
RIADallas, TX
AUM $61.8MTEAM 95REPS 7
Retirement Income Planning LLC
RIAMadison, WI
AUM $61.8MTEAM 6REPS 3
RCM Robinson Capital Management LLC
RIASacramento, CA
AUM $61.8MTEAM 1REPS 1
Moreau Investment Management Co
RIAAUM $61.8MTEAM 2REPS 2
Freewood Private Wealth Management, LLC
RIAAUM $61.8MTEAM 1REPS 1
Cultivate Financial Group LLC
RIALos Gatos, CA
AUM $61.7MTEAM 1REPS 1
Nextgen Wealth
RIAAUM $61.7MTEAM 1REPS 1
Ridinger Wealth Management, LLC
RIAVancouver, WA
AUM $61.7MTEAM 1REPS 1
Macro Strategy Advisors
RIAMiami, FL
AUM $61.7MTEAM 7REPS 2
Cubed Systems
RIAAUM $61.7MTEAM 1REPS 1
Forever Young Integrated Wealth
RIABrighton, MI
AUM $61.7MTEAM 2REPS 2
Pelion Investment Advisors, Inc.
RIATampa, FL
AUM $61.6MTEAM 3REPS 3
OUR Investment Guy
RIAAUM $61.6MTEAM 1REPS 1
Capsigma Investment Partners Ltda
RIASao Paulo Sp
AUM $61.6MTEAM 6REPS 3
Steward Financial Services, LLC
RIASalt Lake City , UT
AUM $61.6MTEAM 1REPS 1
Opportunity Investment Group, LLC
RIAAUM $61.6MTEAM 1REPS 1
Bisonwood Financial Management
RIATyler, TX
AUM $61.6MTEAM 3REPS 2
Refresh Investments
RIASanta Monica, CA
AUM $61.5MTEAM 2REPS 1
Sagevest Financial Advisors, LLC
RIANewport Beach, CA
AUM $61.5MTEAM 1REPS 1
R-Tech Advisors, Inc.
RIAWoodland Hills, CA
AUM $61.5MTEAM 7REPS 3
Your Capital Financial, LLC
RIAWinston Salem, NC
AUM $61.5MTEAM 2REPS 2
DRW Financial
RIAAUM $61.5MTEAM 1REPS 1
Continuum Global Asset Management, LLC
RIAAUM $61.5MTEAM 1REPS 1
Sovereign Wealth Partners, LLC
RIANew Rockford, ND
AUM $61.5MTEAM 2REPS 2
Other AUM ranges
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