RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Drumond Wealth Management
RIAAUM $61.5MTEAM 4REPS 2
Gruenstein Investments LLC
RIAAUM $61.5MTEAM 1REPS 2
Meadowpark Capital, LLC
RIADallas, TX
AUM $61.5MTEAM 1REPS 1
Trusted Financial Advisors
RIAAUM $61.4MTEAM 1REPS 1
Dornick Wealth Management
RIADallas, TX
AUM $61.4MTEAM 3REPS 2
Dixon And Company Wealth Management, LLC
RIAWinston Salem, NC
AUM $61.4MTEAM 4REPS 3
Great Plains Advisory Services LLC
RIAFargo, ND
AUM $61.4MTEAM 2REPS 2
Vault Wealth
RIAOklahoma City, OK
AUM $61.4MTEAM 6REPS 5
Heritage Capital Management, Inc.
RIAMonroe, LA
AUM $61.4MTEAM 3REPS 3
MFC Portfolios, Inc
RIAAUM $61.4MTEAM 2REPS 1
Harwood Capital LLP
RIALondon
AUM $61.4MTEAM 14REPS 4
Elevation Investment Consulting
RIARochester, NY
AUM $61.4MTEAM 1REPS 1
Hawks Point Capital Partners LLC
RIARye Brook, NY
AUM $61.4MTEAM 3REPS 3
Hamilton-Bates Investment Research, Inc.
RIAAUM $61.4MTEAM 5REPS 10
Breidenbach Capital Consulting, LLC
RIAAUM $61.3MTEAM 1REPS 1
Sbauer Funds, LLC
RIACarmel, IN
AUM $61.3MTEAM 7REPS 3
Lloyds Intrepid Wealth Management
RIAThe Woodlands, TX
AUM $61.3MTEAM 4REPS 2
Asset Strategies Group, LLC
RIAHighlands Ranch, CO
AUM $61.3MTEAM 3REPS 3
Clear Capital Management LP
RIADoylestown, PA
AUM $61.3MTEAM 5REPS 5
Dipsea Capital, LLC
RIAMill Valley, CA
AUM $61.3MTEAM 4REPS 3
Patriot Asset Advisors, LLC
RIAPataskala, OH
AUM $61.3MTEAM 2REPS 3
Waypoint Financial Planning LLC
RIAAUM $61.3MTEAM 1REPS 1
Actify Investor Retirements, LLC
RIAPeachtree Corners, GA
AUM $61.3MTEAM 2REPS 2
Fleckenstein Capital, Inc.
RIAAUM $61.3MTEAM 2REPS 2
Other AUM ranges
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