RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Blue Lawn Asset Management LLC
RIAAUM $52.4MTEAM 2REPS 2
Parkside Family Office LLC
RIAAUM $52.4MTEAM 1REPS 1
Roosevelt Management Company LLC
RIANew York, NY
AUM $52.4MTEAM 30REPS 6
Ameritrust Investment Advisors Inc
RIATulsa, OK
AUM $52.4MTEAM 6REPS 7
Rogowski Wealth Management LLC
RIAAUM $52.4MTEAM 2REPS 2
Slagel Investment Management
RIABlacksburg, VA
AUM $52.4MTEAM 1REPS 1
Corporate Benefits Consultants, Inc.
RIAWexford, PA
AUM $52.4MTEAM 3REPS 2
The Schamber Group, Inc.
RIALafayette, IN
AUM $52.4MTEAM 2REPS 2
Fivenca Asset Management
RIAMiami, FL
AUM $52.4MTEAM 2REPS 1
Verbatim Financial
RIAAUM $52.3MTEAM 1REPS 1
FSG Financial Services, Inc.
RIASun City, AZ
AUM $52.3MTEAM 3REPS 3
Phase Line Capital, LLC
RIAAtlanta, GA
AUM $52.3MTEAM 3REPS 3
Apex Wealth Management
RIAAUM $52.3MTEAM 1REPS 1
Copeland Wealth Management, LLC
RIAClarksville, TN
AUM $52.3MTEAM 2REPS 1
Coastal Capital Advisors
RIAAUM $52.3MTEAM 2REPS 2
Generations Wealth Design
RIATopeka, KS
AUM $52.3MTEAM 4REPS 2
Family Dynasty Advisors LLC
RIALubbock, TX
AUM $52.3MTEAM 3REPS 3
Excelsus Capital Management
RIAManhattan Beach, CA
AUM $52.3MTEAM 1REPS 1
Syntropy Wealth Management LLC
RIAAUM $52.3MTEAM 1REPS 1
Next Generation Wealth Planning, LLC
RIAForked River, NJ
AUM $52.2MTEAM 1REPS 1
Olympic Financial Advisors, LLC
RIAAUM $52.2MTEAM 1REPS 1
New Assets Investment Advisors LLC
RIAMilpitas, CA
AUM $52.2MTEAM 1REPS 1
Qapital Invest, LLC
RIANew York, NY
AUM $52.2MTEAM 9REPS 6
Stockbridge Private Wealth Management, LLC
RIAAUM $52.2MTEAM 2REPS 2
Other AUM ranges
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