RIAs: Under $100M AUM
12,909 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Alton Road Capital, LP
RIAVero Beach, FL
AUM $26.6MTEAM 2REPS 4
Quantbase
RIANew York, NY
AUM $26.6MTEAM 2REPS 2
Shamrock Financial Services
RIAWoodcliff Lake, NJ
AUM $26.6MTEAM 3REPS 2
WEN Capital Advisory Group, Inc.
RIAEl Cerrito, CA
AUM $26.6MTEAM 1REPS 1
Skylark Wealth, LLC
RIASan Francisco, CA
AUM $26.6MTEAM 1REPS 1
Spondeo Capital, LLC
RIAAUM $26.6MTEAM 1REPS 1
Crespo Capital LLC
RIAAUM $26.6MTEAM 1REPS 1
Pantheon Infra Advisors, LLC
RIASan Francisco, CA
AUM $26.6MTEAM 7REPS 3
NC Money Management, Inc.
RIARaleigh, NC
AUM $26.6MTEAM 1REPS 1
Global Investment Solutions, LLC
RIAAUM $26.6MTEAM 2REPS 3
Daniel J. Disimile Cfp, LLC
RIAAUM $26.6MREPS 1
Rockway Wealth Partners
RIAUrbandale, IA
AUM $26.6MTEAM 6REPS 4
JPS Advisors LLC
RIAAUM $26.6MTEAM 1REPS 1
Dentler Capital LLC
RIANew Cumberland, PA
AUM $26.5MTEAM 1REPS 1
Advisor Financial Group
RIAAUM $26.5MTEAM 1REPS 1
A.I.M. Financial Group, Inc.
RIAAUM $26.5MTEAM 2REPS 1
Lager & Company, Inc.
RIAAUM $26.5MTEAM 2REPS 2
Wilkison Investment Services, LLC
RIAAUM $26.5MTEAM 1REPS 2
Lifetime Equity Investments LLC
RIAAUM $26.5MTEAM 2REPS 2
Whichard Roach Financial
RIAGreensboro, NC
AUM $26.5MTEAM 2REPS 1
Welspire LLC
RIAUpper Arlington, OH
AUM $26.5MTEAM 1REPS 1
T/R Financial Management Group, LLC
RIAAUM $26.5MTEAM 2REPS 2
Pacific United Planning, Inc.
RIAAUM $26.5MTEAM 1REPS 1
Veritas Wealth Management LLC
RIANorth Charleston, SC
AUM $26.5MTEAM 4REPS 2
Other AUM ranges
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