RIAs: Under $100M AUM
12,992 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Yorkmont Capital Management, LLC
RIAAustin, TX
AUM $58.6MTEAM 2REPS 3
Firsthand Capital Management, Inc.
RIASan Jose, CA
AUM $58.6MTEAM 5REPS 3
Northern Pacific Growth Investment Advisors, LLC
RIAMinneapolis, MN
AUM $58.6MTEAM 4REPS 3
Northern Pacific Group, L.P.
RIAMinneapolis, MN
AUM $58.6MTEAM 3REPS 2
Wichita Wealth Management, LLC
RIAWichita, KS
AUM $58.6MTEAM 2REPS 1
Avid Planning
RIASt Petersburg, FL
AUM $58.5MTEAM 2REPS 2
Paradigm Asset Management,Inc.
RIAMarina Del Rey, CA
AUM $58.5MTEAM 1REPS 1
Fiduciary Wealth Management, LLC
RIALittle Rock, AR
AUM $58.5MTEAM 2REPS 2
Maxim Capital Advisors, Inc.
RIAIrvine, CA
AUM $58.5MTEAM 2REPS 1
Crionna Wealth LLC
RIAAvon, CT
AUM $58.5MTEAM 4REPS 2
Wealth Rescue Strategies, Inc.
RIASan Diego, CA
AUM $58.5MTEAM 1REPS 1
CRB Strategic Services LLC
RIAAUM $58.5MTEAM 2REPS 1
Mckay Wealth Management Group LLC
RIARichmond, VA
AUM $58.5MTEAM 2REPS 1
SCN Capital Management
RIAAUM $58.5MTEAM 1REPS 1
Portsalus Wealth Management
RIAMission Viejo, CA
AUM $58.5MTEAM 2REPS 2
Helianth Investment Management LLC
RIAPort Chester, NY
AUM $58.4MTEAM 1REPS 1
Atlantis Investment Coaching, LLC
RIASan Juan, PR
AUM $58.4MTEAM 4REPS 3
Rain Or Shine Planning, LLC
RIAAUM $58.4MTEAM 2REPS 2
Wilson Financial Group
RIAAUM $58.4MTEAM 1REPS 1
Cruse Investments
RIAAUM $58.4MTEAM 1REPS 1
Harwood Capital LLP
RIALondon
AUM $58.4MTEAM 14REPS 4
Dorsey Wealth Management, LLC
RIATorrance, CA
AUM $58.4MTEAM 2REPS 2
Finance Wisdom
RIAAUM $58.4MTEAM 4REPS 3
Brighter Retirement Advisors LLC
RIALehi, UT
AUM $58.4MTEAM 2REPS 2
Other AUM ranges
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