RIAs: Under $100M AUM
12,864 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Post Oak Investment Management, Inc
RIAHouston, TX
AUM $21MTEAM 1REPS 1
Shutzer Investments, LLC
RIAAUM $21MTEAM 1REPS 1
Liniam Capital, LLC
RIAAUM $21MTEAM 2REPS 2
Brink Financial Group, Inc.
RIAAUM $21MTEAM 1REPS 1
Whiston Asset Management
RIANew York, NY
AUM $21MTEAM 1REPS 1
Golden Wealth Capital, LLC
RIASacramento, CA
AUM $21MTEAM 2REPS 1
Cruzan & Associates LLC
RIAAUM $21MTEAM 1REPS 1
RCP Advisors, LLC
RIAChicago, IL
AUM $21MREPS 7
Guzman Wealth Management
RIAWest Lake Hills, TX
AUM $21MTEAM 1REPS 1
E.J. Nickerson Co
RIAAUM $21MTEAM 1REPS 1
B4 Financial Planning
RIAAUM $21MTEAM 1REPS 1
Infinity Wealthcare, LLC
RIAAUM $21MTEAM 1REPS 1
Simmons Investment Management LLC
RIALouisville, CO
AUM $21MTEAM 1REPS 1
Guitian Wealth Management, LLC
RIACoral Gables, FL
AUM $20.9MTEAM 1REPS 1
Multus Asset Management
RIACoral Gables, FL
AUM $20.9MTEAM 2REPS 2
Ithaca Wealth Management
RIAAUM $20.9MTEAM 1REPS 1
Next Adventure Financial LLC
RIALafayette, IN
AUM $20.9MTEAM 2REPS 1
Tenbroeck Wealth Management, LLC
RIAVisalia, CA
AUM $20.9MTEAM 1REPS 1
East End Wealth Management
RIAAUM $20.9MTEAM 1REPS 1
Wealth Partners Corporation
RIAOverland Park, KS
AUM $20.9MTEAM 1REPS 1
Fowler Wealth Management
RIALake City, SC
AUM $20.9MTEAM 1REPS 1
Monte Capital Group LLC
RIADowners Grove, IL
AUM $20.9MTEAM 5REPS 4
Rich & Company LLC
RIAMilton, GA
AUM $20.9MTEAM 2REPS 1
Ford Financial Solutions, LLC
RIANew York, NY
AUM $20.9MTEAM 2REPS 2
Other AUM ranges
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