RIAs: Under $100M AUM
12,923 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Canopus Wealth Management
RIALouisville, KY
AUM $84.1MTEAM 3REPS 3
Orbis Wealth Management
RIAPeterborough, NH
AUM $84.1MTEAM 2REPS 1
FMI Financial, Ltd.
RIAAUM $84.1MTEAM 2REPS 2
Jacob Asset Management Of New York LLC
RIAHermosa Beach, CA
AUM $84.1MTEAM 3REPS 3
Flagstone Financial Advisors, Inc.
RIAAUM $84MTEAM 2REPS 2
Sherwood Investments
RIAAUM $84MTEAM 1REPS 2
Douglasbradley LLC
RIAAUM $84MTEAM 3REPS 2
Loveland & Bastian Financial Services Group, LLC
RIAMount Pleasant, SC
AUM $84MTEAM 3REPS 3
Bristol Financial LLC
RIAClayton, MO
AUM $84MTEAM 2REPS 2
Spelts Wealth Management, Inc.
RIAChico, CA
AUM $84MTEAM 2REPS 3
Trinsic Capital, LLC
RIAFort Worth, TX
AUM $84MTEAM 2REPS 2
Cubic Pye Capital Management, Inc.
RIAAUM $84MTEAM 2REPS 2
Brightside Wealth Planning, LLC
RIACenter Valley, PA
AUM $84MTEAM 2REPS 2
Cultivate Financial Planning
RIAFairlawn, VA
AUM $83.9MTEAM 2REPS 1
Omega Advisory LLC
RIACumming, GA
AUM $83.9MTEAM 1REPS 1
Equinox Wealth Management
RIAAUM $83.9MTEAM 1REPS 1
Olive Wealth Management
RIAHouston, TX
AUM $83.9MTEAM 2REPS 2
On The Trail Financial Planning, LLC
RIAAUM $83.8MTEAM 1REPS 1
Seven Hills Capital Corp.
RIAToronto Ontario
AUM $83.8MTEAM 4REPS 2
Greycliff Wealth Management, LLC
RIANew York, NY
AUM $83.8MTEAM 4REPS 3
Gulfstream Capital
RIAKnoxville, TN
AUM $83.8MTEAM 4REPS 5
Baird Principal Group Management Company, LLC
RIAMilwaukee, WI
AUM $83.7MTEAM 3REPS 6
Welara
RIAAUM $83.7MTEAM 13REPS 3
Nora Wealth
RIAAtlanta, GA
AUM $83.7MTEAM 2REPS 2
Other AUM ranges
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