RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Taxable Wealth
RIASan Diego, CA
AUM $91.2MTEAM 2REPS 2
Rmas, Inc.
RIABellmawr, NJ
AUM $91.2MTEAM 4REPS 4
Vama Oak Wealth, LLC
RIADoylestown, PA
AUM $91.2MTEAM 3REPS 3
Brown And Brown Financial Services, Inc.
RIADallas, TX
AUM $91.2MTEAM 2REPS 2
Smithbrook, LLC
RIAAUM $91.2MTEAM 3REPS 3
Xpotential Inc.
RIAShort Hills, NJ
AUM $91.1MTEAM 2REPS 3
Concert Investment Advisory LLC
RIAAUM $91.1MTEAM 1REPS 1
Atla Capital Management LLC
RIANew York, NY
AUM $91.1MTEAM 1REPS 1
Genesis Wealth Management, Inc.
RIACoral Gables, FL
AUM $91.1MTEAM 2REPS 2
Gray Wealth Strategies LLC
RIAAUM $91MTEAM 1REPS 1
The Moneypaper Advisor, Inc.
RIAAUM $91MTEAM 2REPS 4
Terrance P Davis Cpa/Pfs
RIASaint Louis, MO
AUM $91MTEAM 1REPS 1
Mckinney Capital, LLC
RIABirmingham, AL
AUM $91MTEAM 5REPS 3
Integrity Prosperity Security (Ips) Strategic Capital
RIALakewood, CO
AUM $90.9MTEAM 3REPS 2
Oxford Gate Management, LLC
RIAGreenwich, CT
AUM $90.9MTEAM 23REPS 5
Grit Family Office, LLC
RIACedar Rapids, IA
AUM $90.9MTEAM 3REPS 2
AKG Financial Group
RIAAUM $90.9MTEAM 5REPS 3
The Sherrington Group
RIAColumbus, OH
AUM $90.9MTEAM 3REPS 2
Algorithmic Investment Models
RIABoston, MA
AUM $90.9MTEAM 8REPS 8
Pruneyard Financial Group, Inc.
RIACupertino, CA
AUM $90.9MTEAM 1REPS 1
Waller Financial Coaching
RIAChico, CA
AUM $90.9MTEAM 2REPS 2
Luminary Wealth
RIAFort Wayne, IN
AUM $90.9MTEAM 3REPS 4
Affinity Capital, L.P.
RIAHouston, TX
AUM $90.8MTEAM 3REPS 1
M.K. Byrne & Co LLC
RIAParsippany, NJ
AUM $90.8MTEAM 2REPS 2
Other AUM ranges
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