RIAs: Under $100M AUM
12,868 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Swift Run Capital Management
RIACharlottesville, VA
AUM $88.1MTEAM 3REPS 3
GSR Capital Management, Inc.
RIARedding, CA
AUM $88.1MTEAM 1REPS 1
Settlement Capital Advisors
RIAWest Linn, OR
AUM $88MTEAM 3REPS 3
Mike Parke Investment Management, LLC
RIADickinson, ND
AUM $88MREPS 1
Spencer Brook Asset Management, LLC
RIAConcord, MA
AUM $88MTEAM 1REPS 1
Turning Point Financial, Inc.
RIACharlotte, NC
AUM $88MTEAM 2REPS 1
Action Point Retirement Group LLC
RIAAUM $88MTEAM 1REPS 1
Spartan Capital Management, LLC
RIAAUM $88MTEAM 2REPS 1
Cope Private Wealth
RIABirmingham, AL
AUM $88MTEAM 2REPS 2
Contego Capital Group, Inc.
RIAEdina, MN
AUM $88MTEAM 8REPS 9
Helm Financial Planning LLC
RIAAUM $88MTEAM 1REPS 1
Mentor Financial Advisory Group, Ltd.
RIAAUM $88MTEAM 1REPS 1
Preserve Private Wealth, LLC
RIABethesda, MD
AUM $88MTEAM 2REPS 2
Hofkin Capital Management, Inc.
RIAEdina, MN
AUM $88MTEAM 3REPS 4
Lexion Capital Management LP
RIANew York, NY
AUM $87.9MTEAM 4REPS 1
JIM Mckeever
RIAAUM $87.9MTEAM 1REPS 1
Horizons Planning Corporation
RIAAnn Arbor, MI
AUM $87.9MTEAM 4REPS 4
Red Lady Capital Management, LLC
RIACrested Butte, CO
AUM $87.9MTEAM 1REPS 1
Wealthfd
RIAConshohocken, PA
AUM $87.8MTEAM 16REPS 5
Mapleton Capital Management, LLC
RIALos Angeles, CA
AUM $87.8MTEAM 6REPS 6
First Family Wealth
RIAMurfreesboro, TN
AUM $87.8MTEAM 2REPS 2
Sullivan Wood Capital Management, LLC
RIAWashington, DC
AUM $87.7MTEAM 3REPS 1
Heritage Advisors Group, Inc.
RIAAltamonte Spirngs, FL
AUM $87.7MTEAM 5REPS 3
Wendt Financial Advisors, LLC
RIAAUM $87.7MTEAM 1REPS 1
Other AUM ranges
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