RIAs: Under $100M AUM
12,864 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Capital Investment Partners LLC
RIAGainesville, GA
AUM $49.4MTEAM 2REPS 2
Bancreek Capital Management, LP
RIASanta Monica, CA
AUM $49.3MTEAM 3REPS 3
Investment Answers
RIALouisville, KY
AUM $49.3MTEAM 2REPS 2
Jadwin Asset Management LLC
RIAGreenwich, CT
AUM $49.3MTEAM 1REPS 1
Sage Wealth Advisors LLC
RIAAUM $49.3MTEAM 1REPS 1
Gianotti Wealth Advisory
RIAKankakee, IL
AUM $49.3MTEAM 1REPS 1
Castle Rock Financial Planning, Inc.
RIAMendota Heights, MN
AUM $49.3MTEAM 2REPS 1
Balanced Investment Advisors, LLC
RIACedar Rapids, IA
AUM $49.3MTEAM 2REPS 2
IRL Financial, LLC
RIAAUM $49.3MTEAM 1REPS 1
Rockrose Capital Management, LLC
RIASan Francisco, CA
AUM $49.3MTEAM 1REPS 3
Thoreson Steffes
RIAFargo, ND
AUM $49.3MTEAM 2REPS 2
Capstonewealth
RIAOxford, FL
AUM $49.2MTEAM 2REPS 2
CPA Investment Solutions, Inc.
RIALakewood Ranch, FL
AUM $49.2MTEAM 1REPS 2
HDQ Wealth
RIAKansas City, MO
AUM $49.2MTEAM 3REPS 3
The Delta Group
RIASonoma, CA
AUM $49.2MTEAM 2REPS 2
Isler Wealth Management, LLC
RIAEugene, OR
AUM $49.1MTEAM 2REPS 2
Bridge the Gap Retirement Planners
RIASimi Valley, CA
AUM $49.1MTEAM 2REPS 2
Tree City Investments, Inc.
RIALake Forest, IL
AUM $49.1MTEAM 2REPS 2
Integrity Asset Management, LLC
RIAAUM $49.1MTEAM 1REPS 1
Renaissance Wealth Management, LLC
RIABethlehem, PA
AUM $49.1MTEAM 3REPS 2
Opulent Wealth
RIAAUM $49.1MTEAM 1REPS 1
Primeaumayer Financial
RIAManassas, VA
AUM $49.1MTEAM 2REPS 2
Solid Rock Wealth Management
RIABozeman, MT
AUM $49.1MTEAM 1REPS 1
Arène Capital Management LP
RIANew York, NY
AUM $49.1MTEAM 6REPS 2
Other AUM ranges
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