RIAs: Under $100M AUM
12,908 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Buwick Group Wealth Management, LLC
RIANorman, OK
AUM $24.7MTEAM 2REPS 2
CST Financial Advisory LLC
RIAAUM $24.7MTEAM 1REPS 1
Durable Dividend Growth Strategies, L.P.
RIAKemah, TX
AUM $24.7MTEAM 3REPS 3
JHM Asset Management, LLC
RIAAUM $24.7MTEAM 1REPS 1
Foundry Capital Management
RIAAUM $24.7MTEAM 1REPS 1
AQS Management, LLC
RIABrooklynn, NY
AUM $24.7MTEAM 1REPS 1
Okemo Capital Management, LLC
RIAStow, MA
AUM $24.6MTEAM 1REPS 1
Purposeful Planning
RIALas Vegas, NV
AUM $24.6MTEAM 1REPS 1
Right Tail Capital LLC
RIAAUM $24.6MTEAM 1REPS 1
Alesia Investment Management LLC
RIAAUM $24.6MTEAM 1REPS 1
Saposh & Malter, Inc.
RIAWhite Plains, NY
AUM $24.6MTEAM 2REPS 2
Santa Monica Wealth Management, LLC
RIAAUM $24.6MTEAM 1REPS 1
Money Matters
RIAMinnetonka, MN
AUM $24.6MTEAM 2REPS 4
Bull & Bear Advisors LLC
RIAAUM $24.6MTEAM 4REPS 4
Outlier Financial Partners, LLC
RIASan Angelo, TX
AUM $24.6MTEAM 3REPS 3
Fenger Financial, Pllc
RIAMesa, AZ
AUM $24.6MTEAM 1REPS 1
Buoyant Wealth
RIAAmbler, PA
AUM $24.6MTEAM 1REPS 1
Carey Investment Solutions LLC
RIAPhiladelphia, PA
AUM $24.5MTEAM 1REPS 1
Peterkin Financial, LLC
RIAAUM $24.5MTEAM 1REPS 1
Southland Investments
RIAHuntington Beach, CA
AUM $24.5MTEAM 2REPS 2
Hilltop Financial Advisors
RIAMilwaukee, WI
AUM $24.5MTEAM 1REPS 1
D2 Capital Management
RIAJacksonville, FL
AUM $24.5MTEAM 2REPS 2
Fidere Advisors
RIAMinnetonka, MN
AUM $24.5MTEAM 3REPS 3
Nxt:Gen Financial Planning
RIAAUM $24.5MTEAM 1REPS 1
Other AUM ranges
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