RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
IDYLLIC PARTNERS MANAGER, LP
RIASLEEPY HOLLOW, NY
AUM $85MTEAM 1REPS 1
CRAFTED FINANCE, LLC
RIAAUM $85MTEAM 2REPS 2
FOUNDATION WEALTH & TAX ADVISORS, LLC
RIAANNAPOLIS, MD
AUM $85MTEAM 10REPS 10
LIFETIME CAPITAL PLANNING GROUP LLC
RIAFLOWER MOUND, TX
AUM $85MTEAM 2REPS 2
WALL INVESTMENT GROUP, INC.
RIAAUM $85MTEAM 2REPS 2
KEDZIOR WEALTH MANAGEMENT LLC
RIAINDEPENDENCE, OH
AUM $85MTEAM 1REPS 1
RUBIN OVERSEAS LTD.
RIAZURICH
AUM $84.9MTEAM 6REPS 3
L. COOPER INVESTMENTS
RIAAUM $84.8MTEAM 1REPS 1
VIONI CAPITAL MANAGEMENT, LLC
RIASARASOTA, FL
AUM $84.8MTEAM 4REPS 3
OAK STREET ADVISORY GROUP, LLC
RIAAUM $84.8MTEAM 2REPS 2
MCCORMICK FINANCIAL ADVISORS, LLC
RIAAUM $84.8MTEAM 1REPS 1
QUIVER FINANCIAL HOLDINGS LLC
RIASAN CLEMENTE, CA
AUM $84.7MTEAM 4REPS 3
CF ADVISORS LLC
RIASALINA, KS
AUM $84.7MTEAM 3REPS 4
ARCHIE GRAY ALLEN, JR.
RIAAUM $84.7MTEAM 1REPS 1
API FINANCIAL ADVISORS, LLC
RIAROCKLEDGE, FL
AUM $84.7MTEAM 13REPS 17
CGM INVESTMENT MANAGEMENT
RIAAUM $84.6MTEAM 1REPS 1
WTO ADVISORS, LLC
RIAEDMOND, OK
AUM $84.6MTEAM 2REPS 1
GROUP RMC INVESTMENT ADVISOR LLC
RIANew York, NY
AUM $84.6MTEAM 2REPS 2
MOUNTAIN PEAK WEALTH ADVISORS, LLC
RIAFORT WAYNE, IN
AUM $84.5MTEAM 3REPS 3
SOLEBURY ASSET MANAGEMENT LLC
RIAAUM $84.5MTEAM 1REPS 1
BUFFALO VALLEY WEALTH PLUS
RIAMIFFLINBURG, PA
AUM $84.5MTEAM 4REPS 4
LOUIS HENRY WEALTH MANAGEMENT LLC
RIADENVER, CO
AUM $84.5MTEAM 1REPS 1
SONGBIRD CAPITAL, LLC
RIAPRINCETON, NJ
AUM $84.4MTEAM 4REPS 1
FULLER WEALTH ADVISORS
RIANORTH CHESTERFIELD, VA
AUM $84.4MTEAM 1REPS 1
Other AUM ranges
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