RIAs: Under $100M AUM
12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
API Capital, LLC
RIAConcord, CA
AUM $4MTEAM 2REPS 2
Langar Investment Management
RIAAUM $4MTEAM 2REPS 3
Capital Wise Advisory
RIAWesley Chapel, FL
AUM $4MTEAM 1REPS 1
Omega Capital Management LLC
RIANew Albany, OH
AUM $4MTEAM 1REPS 1
DR. Jeff Finance, LLC
RIAAUM $4MTEAM 1REPS 1
Simons Financial Network
RIAAUM $4MTEAM 1REPS 1
System Research, LLC
RIAAUM $4MTEAM 1REPS 1
EDR Investment Advisors, LLC
RIAEureka, MT
AUM $4MTEAM 2REPS 2
Noble Financial Advisors LLC
RIAAUM $4MTEAM 1REPS 1
Aligning Wealth
RIAAUM $4MTEAM 1REPS 1
Gunn Financial Advisors, LLC
RIASafety Harbor, FL
AUM $4MTEAM 1REPS 1
Pinnacle Peak Capital Management LLC
RIAAUM $4MTEAM 1REPS 1
A.M. Perricone LLC
RIAAUM $4MTEAM 1REPS 1
Donovan Legacy Advisors, LLC
RIAAUM $4MTEAM 1REPS 1
Sustainable Wealth Advisory Group
RIALos Angeles, CA
AUM $4MTEAM 1REPS 1
Tailwind Financial Planning LLC
RIAAUM $4MTEAM 1REPS 1
Denby Financial Services, LLC
RIAAUM $4MTEAM 1REPS 1
Bryant Wealth Management, Inc.
RIAAUM $3.9MTEAM 1REPS 1
Synergos Advisory
RIASeattle, WA
AUM $3.9MTEAM 1REPS 1
None
RIAPanama City, FL
AUM $3.9MTEAM 1REPS 1
Forthright Financial Services
RIAWeatherford, TX
AUM $3.9MTEAM 1REPS 1
Pendex Advisors, LLC
RIAAUM $3.9MREPS 1
Parkwood Capital Management LLC
RIAAUM $3.9MTEAM 1REPS 1
Safety Of Principle Wealth Management, LLC
RIACoral Springs, FL
AUM $3.9MTEAM 1REPS 1
Other AUM ranges
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