RIAs: Under $100M AUM
12,986 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Westchester Capital Partners, LLC
RIAValhalla, NY
AUM $34.2MREPS 8
A & P Wealth Management
RIAAUM $34.2MTEAM 2REPS 2
Vesta Financialcare
RIAPhiladelphia, PA
AUM $34.2MTEAM 1REPS 1
Burdick Wealth Management, LLC
RIAAUM $34.2MTEAM 1REPS 1
Wrona Investment Management, LLC
RIAAUM $34.1MTEAM 2REPS 1
Frank Elmer Investment Strategies LLC
RIALos Altos, CA
AUM $34.1MTEAM 1REPS 1
Inaltis Capital Management, LLC
RIAAUM $34.1MTEAM 1REPS 1
Capstone Wealth Management, Inc
RIASanta Ana, CA
AUM $34.1MTEAM 2REPS 1
DES Financial Group, LLC
RIABrea, CA
AUM $34.1MTEAM 1REPS 1
Perspective Advisors, LLC
RIABartlesville, OK
AUM $34MTEAM 3REPS 2
Capital Advisors
RIAAUM $34MTEAM 1REPS 0
Randy L. Copus And Associates,LLC
RIALakeview, OH
AUM $34MTEAM 2REPS 2
Callidus Capital Partners LLC
RIAAUM $34MTEAM 1REPS 1
Silverleaf Investment Group, LLC
RIAAUM $34MTEAM 1REPS 1
L M Franks Capital
RIAAUM $34MTEAM 1REPS 1
Forty Two Wealth LLC
RIAAUM $34MTEAM 2REPS 1
Southern California Wealth Management Associates
RIARolling Hills Estates, CA
AUM $34MTEAM 3REPS 3
Stillwater Financial
RIAStillwater, OK
AUM $34MTEAM 1REPS 1
5280 Capital
RIADenver, CO
AUM $34MTEAM 2REPS 2
West Coast Financial Wealth Management, Inc
RIAWalnut Creek, CA
AUM $34MTEAM 1REPS 1
Sampatti Financial LLC
RIAAUM $34MTEAM 2REPS 2
Single Track Financial, Inc.
RIAWoburn, MA
AUM $34MTEAM 2REPS 2
Hauge Wealth Management, LLC
RIAAUM $34MTEAM 1REPS 1
Kedrec LLC
RIAOverland Park, KS
AUM $33.9MTEAM 1REPS 1
Other AUM ranges
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