RIAs: Under $100M AUM
12,978 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Lighthouse Investment Advisors, Inc.
RIAAUM $24MTEAM 1REPS 2
Cyclus Wealth Management
RIAAUM $24MTEAM 2REPS 2
Short Put Yield
RIAAUM $24MTEAM 2REPS 2
Gunn Wealth Management LLC
RIAAUM $24MTEAM 1REPS 1
Arlington Investment Advisors
RIAAUM $24MTEAM 1REPS 1
Roseheart Investment Advisors, LLC
RIAAUM $24MTEAM 1REPS 1
Anchor Advisory, LLC
RIAMiami, FL
AUM $24MTEAM 1REPS 1
Colver Asset Management, LLC
RIAAUM $24MTEAM 1REPS 1
Twin Tiers Consulting, LLC
RIAAUM $24MTEAM 1REPS 1
Ratio Capital
RIALas Vegas, NV
AUM $24MTEAM 3REPS 3
Trek Wealth Planning
RIAColumbia, MO
AUM $23.9MTEAM 1REPS 1
Karl Schorr Wealth Management, LLC
RIAMenifee, CA
AUM $23.9MREPS 1
Imhaus Investment Advisors
RIAAUM $23.9MTEAM 1REPS 1
Coastal Financial Advisors, Inc.
RIAAUM $23.9MTEAM 1REPS 1
Sherwood Financial Management
RIAAUM $23.9MTEAM 1REPS 1
Kendall James Advisors
RIAAUM $23.9MTEAM 2REPS 2
Carr Wealth Management LLC
RIAAUM $23.9MTEAM 1REPS 1
AJA Financial LLC
RIAAUM $23.9MTEAM 1REPS 1
Round Oak Capital LLC
RIACharlottesville, VA
AUM $23.9MTEAM 1REPS 1
LVR Research, LLC
RIADelray Beach, FL
AUM $23.9MTEAM 1REPS 1
Quinn Capital LLC
RIAAUM $23.9MTEAM 2REPS 2
Westrate Capital Management, Inc.
RIAAUM $23.9MTEAM 1REPS 1
Excelsior
RIAMelville, NY
AUM $23.9MTEAM 1REPS 1
Elevated Wealth Strategies LLC
RIAWestlake Village, CA
AUM $23.9MTEAM 1REPS 1
Other AUM ranges
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