RIAs: Under $100M AUM
12,870 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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 6
Vida Private Wealth LLC
RIAPasadena, CA
AUM $91.8MTEAM 3REPS 1
Farnsley Advisors
RIALouisville, KY
AUM $91.8MTEAM 4REPS 3
Incline Investment Advisors, LLC
RIAIncline Village, NV
AUM $91.8MTEAM 5REPS 4
Rebellion Asset Management, LLC
RIAChicago, IL
AUM $91.8MTEAM 6REPS 6
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
Comprehensive Wealth Services, LLC
RIAParsippany, NJ
AUM $91.7MTEAM 3REPS 3
Gabriel Capital, LLC
RIAPortland, OR
AUM $91.7MTEAM 1REPS 1
Westfield Wealth Management, LLC
RIACranford, NJ
AUM $91.6MTEAM 3REPS 3
USA First Financial
RIAIndianapolis, IN
AUM $91.6MTEAM 1REPS 1
Compass Financial Group
RIASan Antonio, TX
AUM $91.6MTEAM 4REPS 4
Baker Street Asset Management, LLC
RIASausalito, CA
AUM $91.6MTEAM 2REPS 2
Life, Inc. Retirement Services
RIAAUM $91.6MTEAM 8REPS 5
Trinity Financial Services, Inc.
RIABloomfield Hills, MI
AUM $91.5MTEAM 2REPS 2
Other AUM ranges
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