RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Hermens Capital Management, Inc
RIAAUM $54MTEAM 1REPS 2
Peterson Wealth Management
RIAAUM $54MTEAM 1REPS 1
Elite Capital Services, LLC
RIAFolsom, CA
AUM $54MTEAM 2REPS 1
Uri Capital Management, LLC
RIAAUM $54MTEAM 1REPS 1
Sugden Wealth Management, LLC
RIADenver, CO
AUM $54MTEAM 1REPS 1
Craig Family Office
RIAAUM $54MTEAM 1REPS 1
Cedar Ridge Investment Management LLC
RIAAUM $54MTEAM 1REPS 3
Ascent Wealth Management
RIAKalispell, MT
AUM $54MTEAM 1REPS 1
Bahr Financial Planning Network, Inc.
RIAEagle, ID
AUM $54MTEAM 1REPS 1
Fogel Investment Advisory Group, Inc.
RIAAUM $53.9MTEAM 2REPS 2
Wealthbuilders, LLC
RIACarlsbad, CA
AUM $53.9MTEAM 2REPS 1
Magnifina, LLC
RIABedford Hills, NY
AUM $53.9MTEAM 3REPS 1
Amida Wealth Advisors, LLC
RIAMiami, FL
AUM $53.9MTEAM 3REPS 1
International Discount Investors
RIAAUM $53.9MTEAM 1REPS 1
Crescent Park Management, L.P.
RIAAUM $53.8MTEAM 1REPS 1
Southshore Financial Planning
RIATampa, FL
AUM $53.8MTEAM 1REPS 1
Long Bridge Capital Management
RIAAUM $53.8MTEAM 4REPS 4
Thetford Investment Management, Inc.
RIAAUM $53.8MTEAM 2REPS 2
Intrepid Wealth Partners, LLC
RIAAUM $53.8MTEAM 1REPS 1
CF Financial
RIAFort Worth, TX
AUM $53.8MTEAM 1REPS 1
A & L Financial Services, LLC
RIAAUM $53.7MTEAM 3REPS 3
Amherst Financial Group, LLC
RIAAmherst, NH
AUM $53.7MTEAM 3REPS 2
Intellivest Wealth Management
RIABoiling Springs, SC
AUM $53.7MTEAM 2REPS 3
GEN Y Planning
RIAAUM $53.7MTEAM 2REPS 2
Other AUM ranges
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