RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
HOUSTOUN CAPITAL MANAGEMENT, INC.
RIABETHESDA, MD
AUM $84.1MTEAM 1REPS 1
STONE BRIDGE ASSET MANAGEMENT, LLC
RIACHATTANOOGA, TN
AUM $84.1MTEAM 3REPS 3
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
Other AUM ranges
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