RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
CAREGEN WEALTH MANAGEMENT
RIASAN MATEO, CA
AUM $91.2MTEAM 2REPS 1
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
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
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
Other AUM ranges
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