RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Comprehensive Wealth Services, LLC
RIAMorristown, NJ
AUM $91.7MTEAM 3REPS 4
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
Turtair Capital Advisors
RIAAUM $91.5MTEAM 1REPS 1
Red Sky Capital Management
RIAFrederick, MD
AUM $91.5MTEAM 2REPS 1
Delvaux Wealth Management
RIAAUM $91.5MTEAM 1REPS 1
Pura Vida Investments, LLC
RIANew York, NY
AUM $91.5MTEAM 2REPS 2
Aulestia Wealth Management, Inc.
RIANaples, FL
AUM $91.4MTEAM 1REPS 1
Combs Capital Partners
RIAAUM $91.4MTEAM 3REPS 3
Pegasus Group, LLC
RIAMorristown, NJ
AUM $91.3MTEAM 2REPS 3
Bowman Wealth Management Group
RIAAUM $91.3MTEAM 2REPS 2
Burgess Financial Planning
RIAPortland, OR
AUM $91.3MTEAM 1REPS 1
Lathram Financial Group, LLC
RIAAUM $91.3MTEAM 2REPS 1
Gabe Nelson Financial, Inc.
RIAAUM $91.3MTEAM 3REPS 1
DJP Wealth Management, LLC
RIATampa, FL
AUM $91.3MTEAM 1REPS 1
Interactive Wealth Advisors
RIAPortland, OR
AUM $91.3MTEAM 2REPS 2
Compass Lighthouse Capital, LLC
RIAOrange City, IA
AUM $91.3MTEAM 2REPS 2
Novus Advisors
RIAGreenville, SC
AUM $91.3MTEAM 5REPS 3
Charles J. Means & Co, LLC
RIAProvidence, RI
AUM $91.3MTEAM 2REPS 1
Other AUM ranges
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