RIAs: Under $100M AUM
12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Irontree Wealth Management, Inc.
RIAAUM $1.1MTEAM 1REPS 1
Ascent Systematic Advisors LLC
RIANew York, NY
AUM $1.1MTEAM 1REPS 1
Ithaka Strategic Partners
RIAKings Park, NY
AUM $1.1MTEAM 3REPS 3
Contrafactum Research & Management LLC
RIAAUM $1.1MTEAM 1REPS 1
Aurora Financial Planning & Investment Management LLC
RIAScottsdale, AZ
AUM $1.1MTEAM 1REPS 1
Treveri Capital
RIARosemead, CA
AUM $1.1MTEAM 1REPS 1
Smith & Associates Financial Services, LLC
RIAAUM $1.1MTEAM 1REPS 1
Creed Evans Financial Advisory, LLC
RIAAUM $1.1MTEAM 1REPS 1
Kinetic Financial
RIAAUM $1.1MTEAM 1REPS 1
Dorsey Groomes Wealth Management
RIADublin, OH
AUM $1.1MTEAM 1REPS 1
Insight Family Financial
RIASarasota, FL
AUM $1.1MTEAM 1REPS 1
Callahan & Callahan Asset Management, Inc.
RIAWoodland Hills, CA
AUM $1.1MTEAM 2REPS 2
Accrescent Capital Management LLC
RIAAUM $1.1MTEAM 1REPS 1
Auxius Capital Management, LLC
RIAAUM $1.1MTEAM 2REPS 2
Mountain Lakes Capital Management LLC
RIAUnion, WA
AUM $1.1MTEAM 1REPS 1
Appleton Investment Management Inc.
RIAHortonville, WI
AUM $1.1MTEAM 1REPS 1
Wangchuk Capital, LLC
RIAAUM $1.1MTEAM 1REPS 1
Crossroads Advisor Network LLC
RIAAUM $1.1MTEAM 2REPS 1
Hudson Harper Capital Management LP
RIAAUM $1.1MTEAM 4REPS 4
PB Wealth, LLC
RIACharlotte, NC
AUM $1.1MTEAM 1REPS 1
Black Capital, LLC
RIACortez, CO
AUM $1.1MTEAM 1REPS 1
Goodrich Financial Advisory LLC
RIAAUM $1.1MTEAM 1REPS 1
Normaltown Financial LLC
RIAMcallen, TX
AUM $1.1MTEAM 1REPS 1
Foresight Financial Advising LLC
RIAAUM $1.1MTEAM 1REPS 1
Other AUM ranges
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