RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Trusttree Financial LLC
RIAHuntersville, NC
AUM $78MTEAM 2REPS 2
MGM Innova Cap Management LLC
RIAMiami, FL
AUM $78MTEAM 10REPS 3
Alliant Capital Management LLC
RIAAUM $78MTEAM 1REPS 1
Center Lake Capital Management, LLC
RIAWest Palm Beach, FL
AUM $77.9MTEAM 1REPS 1
Copper Beech Advisors, LLC
RIAMalvern, PA
AUM $77.9MTEAM 1REPS 1
Liberty Park Capital Management, LLC
RIAAustin, TX
AUM $77.9MTEAM 3REPS 3
Cypress Wealth Management, LLC
RIAGermantown, TN
AUM $77.9MTEAM 2REPS 1
On Course Financial Planning
RIAAUM $77.8MTEAM 1REPS 1
Snake River Investment Counsel LLC
RIAIdaho Falls, ID
AUM $77.8MTEAM 2REPS 2
Vectorwealth
RIATampa, FL
AUM $77.8MTEAM 6REPS 5
Lynchburg Wealth Management
RIALynchburg, VA
AUM $77.8MTEAM 1REPS 1
Robert A. Sandler, LLC
RIAAUM $77.8MTEAM 1REPS 1
Jecohen & Co, LLC
RIANew Orleans, LA
AUM $77.8MTEAM 11REPS 8
Keystone Wealth Management Services Inc
RIAGlen Mills, PA
AUM $77.7MTEAM 1REPS 1
Arrowhead Investment Management LLC
RIAWhite Plains, NY
AUM $77.6MTEAM 4REPS 5
Alignment Financial Group
RIAAUM $77.6MTEAM 1REPS 1
Shrier Associates, LLC
RIAAUM $77.6MTEAM 3REPS 3
Ethos Capital Group, LLC
RIALittle Rock, AR
AUM $77.6MTEAM 3REPS 2
Bleeck Financial Management, Inc.
RIACarmel, CA
AUM $77.6MTEAM 1REPS 1
Connective Wealth Partners, LLC
RIAAUM $77.6MTEAM 12REPS 11
Coast Bridge Capital
RIAAUM $77.5MTEAM 2REPS 2
United Success Wealth Management
RIAChatham, NJ
AUM $77.5MTEAM 4REPS 1
Comprehensive Capital Management, Inc.
RIATotowa, NJ
AUM $77.5MTEAM 11REPS 12
Consolidated Wealth Management
RIAClayton, MO
AUM $77.5MTEAM 2REPS 2
Other AUM ranges
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