RIAs: Under $100M AUM
12,909 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Baker Asset Management, LLC
RIAAUM $5MTEAM 1REPS 2
White River Capital Advisors, LLC
RIAAUM $5MTEAM 2REPS 2
Pinnacle Planning Advisors, LLC
RIAAUM $5MTEAM 1REPS 1
Broadreach Capital, LLC
RIAAUM $5MTEAM 1REPS 1
John J. Loughlin, Investment Advisor
RIAAUM $5MTEAM 1REPS 1
Kiehne Wealth & Retirement, LLC
RIALos Lunas, NM
AUM $5MTEAM 1REPS 1
Schooner Wealth Management
RIAAUM $5MTEAM 1REPS 1
JFD Capital, LLC
RIAAUM $5MTEAM 1REPS 1
Kuber Investments
RIAAUM $5MTEAM 1REPS 1
WG Plan LLC
RIAMckinney, TX
AUM $5MTEAM 3REPS 3
Magnum Research Global Limited
RIAHong Kong
AUM $5MTEAM 8REPS 2
D Squared Capital Management, LLC
RIAOro Valley, AZ
AUM $5MTEAM 1REPS 2
Markertree Capital, LLC
RIAAUM $5MTEAM 1REPS 1
Beyond Profit and Wealth Consulting
RIAAUM $5MTEAM 1REPS 1
Tactical Investments
RIALongboat Key, FL
AUM $5MTEAM 1REPS 1
Murapa Investments
RIAAgoura Hills, CA
AUM $5MTEAM 1REPS 1
Dioscuri Capital Management LLC
RIAAUM $5MTEAM 2REPS 2
Quantcore Capital Management, LLC
RIAAUM $5MTEAM 5REPS 1
Greenworth Investment Advisors, LLC
RIAAUM $5MTEAM 1REPS 1
Bora Capital, LLC
RIAAUM $5MTEAM 4REPS 4
Opes Capital Group, LLC
RIALos Angeles, CA
AUM $5MTEAM 2REPS 2
Scott Investment Advisors, L.P.
RIAJackson, WY
AUM $5MTEAM 2REPS 2
Steven William Sherman
RIAAUM $5MTEAM 1REPS 1
C.N.M. Management, LLC
RIAAUM $5MTEAM 1REPS 2
Other AUM ranges
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