RIAs: Under $100M AUM
12,923 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Aaron Brask Capital
RIALake Worth Beach, FL
AUM $77.4MTEAM 2REPS 2
Atlas Investment Advisory LLC
RIACanton, GA
AUM $77.4MTEAM 1REPS 1
Dhamma Capital
RIAAUM $77.4MTEAM 1REPS 1
Financial Freedom Capital Management
RIAAUM $77.4MTEAM 1REPS 2
M.A. Whelan Financial Planning
RIAAUM $77.4MTEAM 1REPS 1
Open Range Financial Group, LLC
RIAWaco, TX
AUM $77.3MTEAM 3REPS 3
GPS Financial, LLC
RIAPittsford, NY
AUM $77.3MTEAM 2REPS 1
Alupka Asset Management
RIADriggs, ID
AUM $77.2MTEAM 1REPS 1
O'Bannon & Davis Inc.
RIAWilliamsville, NY
AUM $77.2MTEAM 5REPS 1
Palm Capital Group LLC
RIAAUM $77.2MTEAM 1REPS 1
Objective Wealth, LLC
RIAAUM $77.2MTEAM 1REPS 1
Wealthboost Advisors, LLC
RIASan Francisco, CA
AUM $77.2MTEAM 2REPS 2
Integrity Wealth Management
RIASarasota, FL
AUM $77.2MTEAM 4REPS 4
Palmer Square Private Credit Management LLC
RIAMission Woods, KS
AUM $77.2MTEAM 76REPS 5
Vitality Capital Management, LLC
RIASouth Jordan, UT
AUM $77.2MTEAM 3REPS 3
Aberle Investment Management LLC
RIAAUM $77.2MTEAM 3REPS 2
GK Capital Partners
RIAOlympia, WA
AUM $77.1MTEAM 2REPS 2
Your Financial Advocate, LLC
RIAAUM $77.1MTEAM 1REPS 1
Lashley Wealth Management
RIASarasota, FL
AUM $77.1MTEAM 3REPS 1
Sherman, Young & Leavitt, LLC
RIAOregon City, OR
AUM $77.1MTEAM 3REPS 3
New England Financial Group
RIAPlymouth, MA
AUM $77.1MTEAM 1REPS 1
Walton Rahal Cpas Pllc
RIABoca Raton, FL
AUM $77MTEAM 8REPS 2
Dpcm
RIAAUM $77MTEAM 1REPS 1
Lakeshore Wealth Management LLC
RIALake Lotawana, MO
AUM $77MTEAM 3REPS 3
Other AUM ranges
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