RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Carapace Financial Advisors LLC
RIABedminster, NJ
AUM $92.2MTEAM 5REPS 5
Big Cedar Investment Advisors
RIAScottsdale, AZ
AUM $92.2MTEAM 1REPS 1
Ithaka Financial Planning, LLC
RIAChevy Chase, MD
AUM $92.2MTEAM 3REPS 3
Sovereign Financial Services, LLC
RIAPhoenix, MD
AUM $92.1MTEAM 2REPS 2
IWC Asset Management LLC
RIAAUM $92.1MTEAM 1REPS 1
Murphy Investment Advisors, Inc.
RIAPasadena, CA
AUM $92MTEAM 1REPS 1
Portsea Investments, Inc.
RIAAUM $92MTEAM 1REPS 1
IDG Advisors, LLC
RIADenver, CO
AUM $92MTEAM 1REPS 2
Emberhouse, LLC
RIAAUM $92MTEAM 1REPS 1
Walnut Green Asset Management, LLC
RIAWilmington, DE
AUM $92MTEAM 2REPS 2
Meringoff Wealth Management Group, LLC
RIAAUM $91.9MTEAM 1REPS 1
Mundoval Capital Management, Inc.
RIALa Jolla, CA
AUM $91.9MTEAM 3REPS 3
Allied Investments
RIAJohnson City, TN
AUM $91.9MTEAM 2REPS 1
Reciprocal Capital
RIAAUM $91.9MTEAM 1REPS 1
Incomar Investments, LLC
RIASugar Land, TX
AUM $91.9MTEAM 2REPS 2
Woodmont Advisory Group, Inc.
RIAAUM $91.9MTEAM 2REPS 3
Wave Digital Assets LLC
RIALos Angeles, CA
AUM $91.9MTEAM 33REPS 8
Vida Private Wealth LLC
RIAPasadena, CA
AUM $91.8MTEAM 3REPS 2
Farnsley Advisors
RIALouisville, KY
AUM $91.8MTEAM 4REPS 3
Incline Investment Advisors, LLC
RIAIncline Village, NV
AUM $91.8MTEAM 5REPS 4
Buffalo First Wealth Management, LLC
RIAWilliamsville, NY
AUM $91.7MTEAM 4REPS 4
Evolutionary Tree Capital Management, LLC
RIAAlexandria, VA
AUM $91.7MTEAM 5REPS 3
Beacon Hill Investment Advisory, LLC
RIADublin, OH
AUM $91.7MTEAM 4REPS 4
Executive Investment Services, LLC
RIALake Oswego, OR
AUM $91.7MTEAM 2REPS 1
Other AUM ranges
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