RIAs: Under $100M AUM
12,861 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Summit Gates Capital
RIAAUM $1.6MTEAM 1REPS 1
Sigma Capital Management
RIAAUM $1.6MTEAM 1REPS 1
Wellfin360
RIAAUM $1.6MTEAM 1REPS 1
Portafolio Capital Management
RIASan Antonio, TX
AUM $1.6MTEAM 1REPS 1
Create Your Path LLC
RIAAUM $1.6MTEAM 1REPS 1
SE Hunt Capital, LLC
RIAAUM $1.6MTEAM 1REPS 1
Hartman, Jeremy
RIAAUM $1.6MTEAM 1REPS 1
Gwblake & Company
RIAAUM $1.6MTEAM 1REPS 1
Winston Wealth Strategies, LLC
RIAAUM $1.5MTEAM 1REPS 1
Soaring Investment Management, LLC
RIAAUM $1.5MTEAM 1REPS 1
Hexis Capital Management
RIALondon
AUM $1.5MTEAM 4REPS 4
Hilty Wealth Management LLC
RIAAUM $1.5MTEAM 1REPS 1
To One Asset Management
RIAAUM $1.5MTEAM 1REPS 1
Schneider Wealth Management
RIAAUM $1.5MTEAM 1REPS 1
Park Financial Planning Solutions, LLC
RIAAUM $1.5MTEAM 1REPS 1
BVB and Partners S.A.
RIAGeneva
AUM $1.5MTEAM 2REPS 4
CRG Wealth, LLC
RIAClear Lake, MN
AUM $1.5MTEAM 1REPS 1
Dakota Wealth Advisors LLC
RIABismarck, ND
AUM $1.5MTEAM 1REPS 1
Phan Capital
RIAAUM $1.5MTEAM 1REPS 1
Dehoff Wealth Advisory LLC
RIAAUM $1.5MTEAM 1REPS 1
PNL Investments
RIAAUM $1.5MTEAM 1REPS 1
G4 Financial Planning, LLC
RIAAUM $1.5MTEAM 1REPS 1
Dalton Wealth Planners
RIADalton, GA
AUM $1.5MTEAM 3REPS 2
DW Huff Advisory
RIAChalmette, LA
AUM $1.5MTEAM 1REPS 1
Other AUM ranges
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