RIAs: Under $100M AUM
12,931 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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
Cadogan Park
RIAVancouver, British Columbia
AUM $47.4MTEAM 3REPS 1
APM Wealth
RIAPortland, OR
AUM $47.4MTEAM 3REPS 2
Lailaps Capital, L.L.C.
RIAAbbeville, LA
AUM $47.4MTEAM 1REPS 1
57 West Capital Advisors, Inc.
RIAAustin, TX
AUM $47.4MTEAM 7REPS 7
Cropsey Asset Management, LLC
RIAAUM $47.4MTEAM 1REPS 2
Humanize Wealth
RIASeattle, WA
AUM $47.4MTEAM 3REPS 3
Freedom Wealth Management LLC
RIASpokane, WA
AUM $47.4MTEAM 2REPS 1
MB Advisors LLC
RIAAUM $47.3MTEAM 2REPS 2
Elevate Capital Management, L.L.C.
RIASan Francisco, CA
AUM $47.3MTEAM 3REPS 4
Dependent Financial Planning
RIAAUM $47.3MTEAM 1REPS 1
Lawrence Capital Management, Inc.
RIAAUM $47.3MTEAM 2REPS 1
Yavapai Financial Planning, L.L.C.
RIAPrescott, AZ
AUM $47.3MTEAM 1REPS 1
Shuyi Kong Wealth Management, Inc.
RIAMillbrae, CA
AUM $47.3MTEAM 1REPS 1
Other AUM ranges
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