RIAs: Under $100M AUM
12,864 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Gallatin Financial Advisors, LLC
RIAAUM $47.7MTEAM 3REPS 3
Grey Owl Capital Management, LLC
RIAArlington, VA
AUM $47.7MTEAM 3REPS 2
Wealth Planning Group, Inc.
RIAValencia, CA
AUM $47.7MTEAM 2REPS 2
Frontier Financial Partners, LLC
RIAAUM $47.7MTEAM 5REPS 4
Katalgar Capital Management, LLC
RIAAUM $47.6MTEAM 1REPS 1
B. Riley Wealth Private Shares
RIAMemphis, TN
AUM $47.6MTEAM 8REPS 4
Ocean Park Capital Management, LLC
RIASanta Monica, CA
AUM $47.6MTEAM 5REPS 5
Pacific Investment Counsel, Inc.
RIAAUM $47.6MTEAM 2REPS 2
ASA Asset Management LLC
RIANew York, NY
AUM $47.6MTEAM 15REPS 4
Lattice Wealth Advisors
RIAChattanooga, TN
AUM $47.6MTEAM 1REPS 1
Model Capital Management LLC
RIAWaltham, MA
AUM $47.6MTEAM 3REPS 2
Advisors on Call
RIALaguna Hills, CA
AUM $47.6MTEAM 1REPS 2
CHU Financial Management Corporation
RIAAUM $47.6MTEAM 1REPS 2
True Wealth Stewards
RIACarmel, IN
AUM $47.5MTEAM 1REPS 1
Oak Park Wealth Management LLC
RIAAUM $47.5MTEAM 1REPS 1
Dynic Wealth Management LLC
RIAAUM $47.5MTEAM 3REPS 3
Sterling Oak Advisors
RIABoston, MA
AUM $47.5MTEAM 2REPS 2
Hale & Doerr Wealth Management LLC
RIAGulf Breeze, FL
AUM $47.5MTEAM 2REPS 2
Nurture Investment Strategies LLC
RIAAUM $47.4MTEAM 1REPS 1
GCR Financial Services, LLC
RIANaperville, IL
AUM $47.4MTEAM 1REPS 1
Westlake Capital Inc
RIAWestlake Village, CA
AUM $47.4MTEAM 1REPS 1
Tower Wealth Advisors, Inc.
RIAWheaton, IL
AUM $47.4MTEAM 2REPS 3
Cadogan Park
RIAVancouver, British Columbia
AUM $47.4MTEAM 3REPS 1
APM Wealth
RIAPortland, OR
AUM $47.4MTEAM 3REPS 2
Other AUM ranges
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