RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
ABE Capital Management, LLC
RIAShort Hills, NJ
AUM $98.2MTEAM 1REPS 1
Blacksummit Financial Group, Inc.
RIAAUM $98.2MTEAM 6REPS 1
Bullock Capital Alliance, Inc.
RIAColorado Springs, CO
AUM $98.1MTEAM 1REPS 1
Lucid Wealth Planning LLC
RIAWake Forest, NC
AUM $98.1MTEAM 1REPS 1
Family Financial Services, LLC
RIAAUM $98.1MTEAM 1REPS 1
ASK Capital Investment Managers
RIAAmarillo, TX
AUM $98.1MTEAM 2REPS 2
Gallatin & Company, LLC
RIAVero Beach, FL
AUM $98.1MTEAM 1REPS 1
Swan Wealth Advisors, LLC
RIADurango, CO
AUM $98MTEAM 2REPS 4
Muzinich Direct Lending Adviser, LLC
RIANew York, NY
AUM $98MTEAM 48REPS 7
Upright Financial Corp
RIAAUM $98MTEAM 4REPS 3
F.F. Advisors, LLC
RIAAUM $98MTEAM 1REPS 1
RMH Investment Management, LLC
RIATucson, AZ
AUM $98MTEAM 3REPS 2
Prosperity Financial Group
RIASpringfield, MO
AUM $98MTEAM 3REPS 2
Borland Marker
RIADayton, OH
AUM $98MTEAM 2REPS 1
MHA Financial Corp
RIARidgewood, NJ
AUM $98MTEAM 6REPS 7
Compass Wealth Management, LLC
RIAAUM $98MTEAM 1REPS 1
Valor Investments And Planning LLC
RIAEaston, PA
AUM $97.9MTEAM 10REPS 6
Rowley Financial
RIALancaster, PA
AUM $97.9MTEAM 3REPS 2
Lemnis Capital
RIARichardson, TX
AUM $97.9MTEAM 13REPS 13
Incline Wealth
RIAAUM $97.9MTEAM 4REPS 2
Baytrust Wealth Management, LLC
RIATampa, FL
AUM $97.7MTEAM 5REPS 5
American Capital Management, Inc.
RIANew Albany, IN
AUM $97.7MTEAM 10REPS 10
Brisbois Capital Management LLC
RIAWilmington, MA
AUM $97.7MTEAM 5REPS 1
Burren Capital Advisors Limited
RIAEuroport
AUM $97.7MTEAM 5REPS 2
Other AUM ranges
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