RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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
WEALTH SCRIPT ADVISORS
RIASAN FRANCISCO, CA
AUM $91.3MTEAM 2REPS 1
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
TAXABLE WEALTH
RIASAN DIEGO, CA
AUM $91.2MTEAM 2REPS 1
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
Other AUM ranges
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