RIAs: Under $100M AUM
12,992 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Richmark Private Wealth Management
RIAFrankenmuth, MI
AUM $61.1MTEAM 6REPS 5
Kineo Capital LLC
RIANew York, NY
AUM $61.1MTEAM 3REPS 4
Happyrich Capital
RIAAUM $61.1MTEAM 4REPS 4
RJG Financial
RIADallas, TX
AUM $61MTEAM 1REPS 1
Bayrock Financial, L.L.C.
RIAAUM $61MTEAM 2REPS 2
G.B. Allen Associates, Inc.
RIAMontvale, NJ
AUM $61MTEAM 2REPS 2
Red Triangle, LLC
RIAMount Pleasant, SC
AUM $61MTEAM 3REPS 2
Matchpoint Capital Management, LLC
RIASeattle, WA
AUM $61MTEAM 1REPS 1
Wissahickon Wealth Management LLC
RIAPhiladelphia, PA
AUM $61MTEAM 2REPS 3
Legacy Investment Advisors LLC
RIAWyandotte, MI
AUM $61MTEAM 2REPS 2
Chadwick Financial
RIAColleyville, TX
AUM $61MTEAM 5REPS 3
Forem Investments LLC
RIACoral Gables, FL
AUM $61MTEAM 2REPS 2
Rail Splitter Capital Advisers, LLC
RIAChicago, IL
AUM $61MTEAM 3REPS 4
Forward Investment Advisors, Inc.
RIAMadison, WI
AUM $60.9MTEAM 1REPS 4
C.E.C. Wealth Management
RIAAUM $60.9MTEAM 1REPS 1
Iqcio LLC
RIANew York, NY
AUM $60.9MTEAM 2REPS 2
GST Management, LLC
RIAAUM $60.9MTEAM 1REPS 1
Responsive Financial Group, Inc.
RIAAUM $60.9MTEAM 1REPS 1
J. Mandwelle Capital Management
RIAAUM $60.9MTEAM 1REPS 1
Emeritus Investment Management, Inc.
RIAMill Valley, CA
AUM $60.8MTEAM 2REPS 1
Thunderbird Wealth Management, Inc.
RIAAUM $60.8MTEAM 2REPS 2
Atla Capital Management LLC
RIANew York, NY
AUM $60.8MTEAM 2REPS 1
CSS Capital Advisory LLC
RIAMiami, FL
AUM $60.8MTEAM 2REPS 4
Emerson Partners
RIAAUM $60.8MTEAM 1REPS 1
Other AUM ranges
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