RIAs: Under $100M AUM

12,914 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Avance Private Wealth LLC

RIA

AUM $58.7MTEAM 1REPS 1

Wyser-Pratte Management Co, Inc.

RIA

Bedford Hills, NY

AUM $58.6MTEAM 2REPS 1

Classic Financial & Investment Services, Inc.

RIA

AUM $58.6MTEAM 1REPS 1

Finch Capital Management LLC

RIA

Austin, TX

AUM $58.6MTEAM 1REPS 1

Capital Insights Group Of Wny, LLC

RIA

Buffalo, NY

AUM $58.6MTEAM 3REPS 3

Yorkmont Capital Management, LLC

RIA

Austin, TX

AUM $58.6MTEAM 2REPS 3

Firsthand Capital Management, Inc.

RIA

San Jose, CA

AUM $58.6MTEAM 5REPS 3

Northern Pacific Growth Investment Advisors, LLC

RIA

Minneapolis, MN

AUM $58.6MTEAM 4REPS 3

Northern Pacific Group, L.P.

RIA

Minneapolis, MN

AUM $58.6MTEAM 3REPS 2

Wichita Wealth Management, LLC

RIA

Wichita, KS

AUM $58.6MTEAM 2REPS 1

Avid Planning

RIA

St Petersburg, FL

AUM $58.5MTEAM 2REPS 2

Paradigm Asset Management,Inc.

RIA

Marina Del Rey, CA

AUM $58.5MTEAM 1REPS 1

Fiduciary Wealth Management, LLC

RIA

Little Rock, AR

AUM $58.5MTEAM 2REPS 2

Maxim Capital Advisors, Inc.

RIA

Irvine, CA

AUM $58.5MTEAM 2REPS 1

Crionna Wealth LLC

RIA

Avon, CT

AUM $58.5MTEAM 4REPS 2

Wealth Rescue Strategies, Inc.

RIA

San Diego, CA

AUM $58.5MTEAM 1REPS 1

CRB Strategic Services LLC

RIA

AUM $58.5MTEAM 2REPS 1

Mckay Wealth Management Group LLC

RIA

Richmond, VA

AUM $58.5MTEAM 2REPS 1

SCN Capital Management

RIA

AUM $58.5MTEAM 1REPS 1

Portsalus Wealth Management

RIA

Mission Viejo, CA

AUM $58.5MTEAM 2REPS 2

Helianth Investment Management LLC

RIA

Port Chester, NY

AUM $58.4MTEAM 1REPS 1

Atlantis Investment Coaching, LLC

RIA

San Juan, PR

AUM $58.4MTEAM 4REPS 3

Rain Or Shine Planning, LLC

RIA

AUM $58.4MTEAM 2REPS 2

Evolve Wealth Advisors LP

RIA

Scottsdale, AZ

AUM $58.4MTEAM 3REPS 3

Other AUM ranges

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