RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Birch Creek Capital, LLC
RIAWynnewood, PA
AUM $82.8MTEAM 3REPS 4
Hokin Investment Advisors Inc.
RIANorthbrook, IL
AUM $82.8MTEAM 3REPS 3
Miller Financial Group, LLC
RIAPortland, OR
AUM $82.8MTEAM 2REPS 2
Ashford Investment Advisors
RIADaytona Beach, FL
AUM $82.8MTEAM 3REPS 3
Hofkin Capital Management, Inc.
RIAEdina, MN
AUM $82.8MTEAM 3REPS 3
Kukui Tree Capital Management LLC
RIAPalo Alto, CA
AUM $82.8MTEAM 2REPS 1
Schaefer Wealth Management, Inc.
RIAWaterloo, IL
AUM $82.8MTEAM 2REPS 1
Composure Wealth Management, LLC
RIAAUM $82.7MTEAM 2REPS 2
Lumiere Financial
RIANew York, NY
AUM $82.7MTEAM 5REPS 5
ALL Seasons Investment Advisors, Inc
RIAAUM $82.7MREPS 1
ILG Private Wealth, Inc.
RIAMcmurray, PA
AUM $82.7MTEAM 1REPS 2
Contrast Capital Management, LLC
RIAMiami Beach, FL
AUM $82.7MTEAM 5REPS 3
Kuleana Capital Management LLC
RIAFree Union, VA
AUM $82.6MTEAM 2REPS 2
Empire Financial Group, LLC
RIAAUM $82.6MTEAM 1REPS 1
Lake Water Advisory, LLC
RIAAUM $82.6MTEAM 3REPS 2
Fruitage Financial LLC
RIAFort Collins, CO
AUM $82.6MTEAM 3REPS 1
Hyjc Capital Of Wny
RIALakeville, NY
AUM $82.6MTEAM 2REPS 2
Robinson Capital Management LLC
RIABoulder, CO
AUM $82.6MTEAM 2REPS 2
Wismed Financial, Inc.
RIAFitchburg, WI
AUM $82.5MTEAM 1REPS 1
Dorchester Advisors LLC
RIAShort Hills, NJ
AUM $82.5MTEAM 1REPS 1
Pathway Financial Advisory, LLC
RIAAUM $82.5MTEAM 1REPS 1
Light Capital Management LLC
RIAAUM $82.5MTEAM 2REPS 2
TRP Capital Advisors, LLC
RIABirmingham, MI
AUM $82.5MTEAM 11REPS 4
Manent Capital
RIAAUM $82.4MTEAM 1REPS 1
Other AUM ranges
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