RIAs: Under $100M AUM
12,870 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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
Schaffer & Company Asset Management, Inc.
RIAJacksonville, FL
AUM $90.8MTEAM 1REPS 2
Arias Resource Capital Management LP
RIAMiami, FL
AUM $90.8MTEAM 8REPS 2
K R Financial LLC
RIAAUM $90.7MTEAM 2REPS 2
Mynad LLC
RIAAUM $90.7MTEAM 2REPS 2
Caprock Capital Advisors Inc.
RIAPlano, TX
AUM $90.7MTEAM 3REPS 3
Conrad Capital Management, Inc.
RIAHauppauge, NY
AUM $90.7MTEAM 3REPS 2
Your Planning Partner LLC
RIAPalm Beach Gardens, FL
AUM $90.7MTEAM 4REPS 2
Modern Capital Management, Co
RIAMount Pleasant, SC
AUM $90.7MTEAM 6REPS 4
Lakewood Financial Group, LLC
RIAAUM $90.6MTEAM 3REPS 3
Other AUM ranges
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