RIAs: Under $100M AUM
12,990 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Olympus Capital, LLC
RIARichardson, TX
AUM $55.3MTEAM 3REPS 3
Trinity Capital Management, LLC
RIAOverland Park, KS
AUM $55.3MTEAM 2REPS 2
Taylor Financial, LLC
RIAWilmington, NC
AUM $55.3MTEAM 1REPS 1
Delphi Wealth Partners
RIAGrand Junction, CO
AUM $55.2MTEAM 2REPS 1
Depaolo & May Strategic Wealth LLC
RIAIrvine, CA
AUM $55.2MTEAM 2REPS 2
Dolan Partners LLC
RIADanville, CA
AUM $55.2MTEAM 1REPS 1
Barrington Asset Management, Inc.
RIAChicago, IL
AUM $55.2MTEAM 5REPS 6
The Linkous Group, Ltd.
RIAFountain Hills, AZ
AUM $55.2MTEAM 1REPS 1
Strubel Investment Management, LLC
RIALancaster, PA
AUM $55.2MTEAM 1REPS 1
Coachwise Financial Solutions, Inc.
RIATulsa, OK
AUM $55.2MTEAM 2REPS 2
Altere Financial, LLC
RIAHouston, TX
AUM $55.2MTEAM 3REPS 3
Berger Wealth Management, LLC
RIANaples, FL
AUM $55.1MTEAM 1REPS 1
Muhr Advisory Group
RIAClayton, CA
AUM $55.1MTEAM 1REPS 1
Cubic Advisors, LLC
RIAAUM $55.1MTEAM 2REPS 3
Weinberg Advisory Group
RIAColumbus, OH
AUM $55.1MTEAM 3REPS 3
Seaport Financial Planning, LLC
RIAAUM $55.1MTEAM 1REPS 1
Sidus Investment Management, LLC
RIANew York, NY
AUM $55.1MTEAM 4REPS 3
Trinity Asset Management, Inc.
RIAAUM $55.1MTEAM 1REPS 1
Fortitude Wealth Management L.L.C.
RIASan Ramon, CA
AUM $55.1MTEAM 1REPS 1
Heritage Wealth
RIANaperville, IL
AUM $55.1MTEAM 1REPS 1
Wood Creek Capital Advisors, LLC
RIALynchburg, VA
AUM $55.1MTEAM 2REPS 2
Keith Kelvin Anderson
RIAAUM $55MTEAM 1REPS 1
Waterhill Capital, LLC
RIAAUM $55MTEAM 1REPS 1
Locke Financial Services, Inc.
RIAPalatine, IL
AUM $55MTEAM 1REPS 1
Other AUM ranges
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