RIAs: Under $100M AUM
12,978 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
SAN Gabriel Capital
RIACedar Park, TX
AUM $22.6MTEAM 1REPS 1
Voyage Wealth Management LLC
RIAAUM $22.6MTEAM 2REPS 2
Summit Financial Group, LLC
RIARome, GA
AUM $22.6MTEAM 3REPS 1
Milestone Advisory Group, LLC
RIAAUM $22.5MTEAM 1REPS 1
Jersey Shore Portfolio Management, LLC
RIAAUM $22.5MTEAM 2REPS 2
Mountain Creek Capital, LLC
RIAMelville, NY
AUM $22.5MTEAM 1REPS 1
Genesis Capital Group LLC
RIANew York, NY
AUM $22.5MTEAM 1REPS 1
Creole Wealth Solutions, LLC
RIAAUM $22.5MTEAM 1REPS 1
SOO Financial L.L.C.
RIAAUM $22.5MTEAM 1REPS 1
Windmiller
RIALittleton, CO
AUM $22.5MTEAM 1REPS 1
ALG Financial
RIAAUM $22.5MTEAM 1REPS 1
Bene Wealth Management Company
RIABurbank, CA
AUM $22.5MTEAM 1REPS 1
Harris Wealth Management, LLC
RIATwin Falls, ID
AUM $22.5MTEAM 3REPS 5
Vesteer Wealth Management, LLC
RIAAUM $22.4MTEAM 3REPS 3
Legacy Cornerstone Wealth LLC
RIALas Vegas, NV
AUM $22.4MTEAM 1REPS 1
Society Investment Management
RIAAUM $22.4MTEAM 1REPS 1
RLS Financial Services
RIABloomsbury, NJ
AUM $22.4MTEAM 1REPS 1
Certified Wealth Management & Investment LLC
RIAPrinceton, NJ
AUM $22.4MTEAM 1REPS 2
Moma International
RIAPorto Alegre Rio Grande Do Sul
AUM $22.4MTEAM 5REPS 3
Millennium Financial Services LLP
RIARockville, MD
AUM $22.4MTEAM 2REPS 2
Analytics Investment Advisors
RIAAUM $22.4MTEAM 1REPS 1
Baird Principal Group Management Company I, LLC
RIAMilwaukee, WI
AUM $22.4MTEAM 3REPS 6
GL Trust, Inc.
RIAWhittier, CA
AUM $22.4MTEAM 1REPS 1
Aries Investment Advisors, LLC
RIAGarden City, NY
AUM $22.4MTEAM 1REPS 1
Other AUM ranges
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