RIAs: Under $100M AUM
12,923 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Reicher Capital Management, LLC
RIAKentfield, CA
AUM $85.5MTEAM 1REPS 1
Northstar Wealth Management, Inc.
RIABloomington, MN
AUM $85.5MTEAM 3REPS 2
Private Equity Investors, Inc.
RIANew York, NY
AUM $85.4MTEAM 4REPS 3
ATW Spac Management LLC
RIANew York, NY
AUM $85.4MTEAM 7REPS 3
Optimum Retirement Planning LLC
RIALibertyville, IL
AUM $85.4MTEAM 1REPS 1
Schutt Capital Management LLC
RIARichmond, VA
AUM $85.4MTEAM 3REPS 2
Watson Capital Management, Inc.
RIAAUM $85.3MTEAM 1REPS 1
Colmina, LLC
RIASeattle, WA
AUM $85.3MTEAM 7REPS 6
Bane O'Leary LLC
RIABloomington, MN
AUM $85.3MTEAM 4REPS 4
Alongside Wealth Advisors, LLC
RIAAUM $85.3MTEAM 2REPS 2
Sunrise Capital Management LLC
RIAAUM $85.3MREPS 1
Donahue Financial Group
RIAAUM $85.2MTEAM 1REPS 1
Guiding Financial
RIAAUM $85.2MTEAM 2REPS 1
Provident Wealth Management
RIABurlington, NC
AUM $85.2MTEAM 6REPS 4
Jarrod Adams Investing, LLC
RIAMooresville, NC
AUM $85.2MTEAM 3REPS 3
Forrest Investment Management, Inc.
RIAJacksonville, FL
AUM $85.2MTEAM 1REPS 1
Young Capital Management Inc
RIAFountain Hills, AZ
AUM $85.1MTEAM 1REPS 1
Peak Capital Management
RIAStuart, FL
AUM $85.1MTEAM 5REPS 2
Broyles Advisory, LLC
RIAAUM $85.1MTEAM 1REPS 1
Integrated Financial Solutions, Pllc
RIAMesa, AZ
AUM $85MTEAM 4REPS 3
Spirit Global Investment Advisors, LLC
RIASan Diego, CA
AUM $85MTEAM 1REPS 1
Heritage Financial Network, Inc.
RIAConcord, MA
AUM $85MTEAM 1REPS 2
HA Wealth Advisors Inc.
RIACedar City, UT
AUM $85MTEAM 2REPS 2
Legacy Partner Group
RIADuluth, GA
AUM $85MTEAM 1REPS 1
Other AUM ranges
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