RIAs: Under $100M AUM
12,932 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Frank K. Swyden Asset Mngt Inc
RIAAUM $52.5MTEAM 1REPS 1
Aspen Grove Investment Management, LLC
RIAAUM $52.5MTEAM 1REPS 1
KCG Investment Advisory Services LLC
RIASavannah, GA
AUM $52.5MTEAM 1REPS 1
Hicok Financial Solutions, LLC
RIAAUM $52.5MTEAM 1REPS 1
Mulholland & Kuperstock Asset Management, LLC
RIAAUM $52.5MTEAM 2REPS 2
Eagle Ridge Wealth Advisors
RIAAUM $52.5MTEAM 3REPS 1
Allison & Company Financial Counselors, LLC
RIAMilwaukee, WI
AUM $52.5MTEAM 1REPS 1
Coho Advisory Services, LLC
RIAAnchorage, AK
AUM $52.4MTEAM 5REPS 6
Wealthpro, LLC
RIAAUM $52.4MTEAM 2REPS 2
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 2
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
Other AUM ranges
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