RIAs: Under $100M AUM
12,859 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Centricity Financial LLC
RIANewport Beach, CA
AUM $9.1MTEAM 1REPS 2
KWS Advisory Group, LLC
RIAEdinburg, TX
AUM $9.1MTEAM 4REPS 5
Centre Street Cambridge Corporation
RIAAUM $9.1MTEAM 1REPS 1
Legacy Ridge Capital Management, LLC
RIAAUM $9.1MTEAM 2REPS 2
Greene Wealth Management LLC
RIALiberty Township, OH
AUM $9.1MTEAM 1REPS 1
Interfunds
RIAEmeryville, CA
AUM $9.1MTEAM 2REPS 1
1 Union Management, LLC
RIAPhoenix, AZ
AUM $9.1MTEAM 2REPS 1
Mark P. Shively
RIAAUM $9.1MTEAM 1REPS 1
Concreit Fund Management LLC
RIASeattle, WA
AUM $9MREPS 3
Kaspian Wealth Management
RIAWoodcliff Lake, NJ
AUM $9MTEAM 1REPS 1
Covenant Investment Solutions L.L.C.
RIAHighlands, NC
AUM $9MTEAM 1REPS 1
Kardinal Financial
RIAAUM $9MTEAM 1REPS 1
Sherpa Financial Guides, Inc.
RIAAUM $9MTEAM 2REPS 2
Mills Value Adviser Inc
RIAArlington, VA
AUM $9MTEAM 1REPS 3
Pathlight Financial Planning LLC
RIAPortland, OR
AUM $9MTEAM 1REPS 1
Next Gen Advisors, LLC
RIANew York, NY
AUM $9MTEAM 4REPS 2
Evergreen Capital Management, Inc.
RIASandy, UT
AUM $9MTEAM 1REPS 1
Davenport Pbh LLC
RIAInlet Beach, FL
AUM $9MTEAM 1REPS 1
Guardian Brothers
RIAAUM $9MTEAM 1REPS 1
M Street Capital, LLC
RIAAUM $9MREPS 1
Grand Street Advisors, LLC
RIAAUM $9MTEAM 1REPS 1
Baseline Investments, LLC
RIASan Francisco, CA
AUM $9MTEAM 1REPS 1
Lane Asset Management
RIAAUM $9MTEAM 1REPS 1
Mason Westbridge Asset Management LLC
RIAPeachtree Corners, GA
AUM $9MTEAM 2REPS 3
Other AUM ranges
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