RIAs: Under $100M AUM
12,982 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Monetary Management Corporation
RIASan Francisco, CA
AUM $26.2MTEAM 3REPS 12
Talanton Capital Management, LLC
RIAAUM $26.2MTEAM 1REPS 1
Investall, Inc.
RIANew York, NY
AUM $26.2MTEAM 17REPS 2
Mariposa Wealth Solutions LLC
RIAAUM $26.2MTEAM 1REPS 1
Palm Valley Wealth Management LLC
RIAAUM $26.2MTEAM 1REPS 1
Brooke Forest Capital LLC
RIAAlpharetta, GA
AUM $26.2MTEAM 1REPS 1
Iris Advisors
RIANew York, NY
AUM $26.1MTEAM 1REPS 1
Festog Capital, LLC
RIAAUM $26.1MTEAM 1REPS 1
NexAdvisors, LLC
RIADallas, TX
AUM $26.1MTEAM 4REPS 4
Prestige Wealth Management LLC
RIAStrongsville, OH
AUM $26.1MTEAM 1REPS 1
Van Duivendyk Capital Management
RIAWaco, TX
AUM $26.1MTEAM 1REPS 1
Insight Financial, Inc.
RIAAUM $26.1MTEAM 2REPS 2
Von Reckers Wealth Management, Corp.
RIAAUM $26.1MTEAM 1REPS 2
Zebra Crossing Asset Management LLC
RIAAUM $26.1MTEAM 1REPS 1
Triaxx Asset Management LLC
RIANew York, NY
AUM $26.1MTEAM 1REPS 1
Rowan Financial LLC
RIAAUM $26.1MTEAM 1REPS 1
Wynne Capital Management, Incorporated
RIAAUM $26.1MTEAM 1REPS 2
New View Financial, LLC
RIAAuburn Hills, MI
AUM $26.1MTEAM 1REPS 1
Women's Worth Advisors
RIAHilton Head Island, SC
AUM $26MTEAM 2REPS 1
Xcellerant Ventures, LLC
RIAScottsdale, AZ
AUM $26MTEAM 9REPS 4
BZ Wealth Advisors, LLC
RIALittleton, CO
AUM $26MTEAM 7REPS 3
Clarity Financial Organization, LLC
RIABoonville, IN
AUM $26MREPS 1
Goar, Endriss & Walker, P.A.
RIASarasota, FL
AUM $26MTEAM 8REPS 2
Simco Financial
RIACanandaigua, NY
AUM $26MTEAM 1REPS 1
Other AUM ranges
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