RIAs: Under $100M AUM
12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Asymmetric Advisors
RIAAliso Viejo, CA
AUM $940KTEAM 1REPS 1
Llewellyn Financial LLC
RIAAUM $940KTEAM 1REPS 1
Investgro LLC
RIAMt Juliet, TN
AUM $934KTEAM 1REPS 3
The Ryan Group Portfolio Design LLC
RIAAUM $933KTEAM 1REPS 1
Omsai Com LLC
RIAChantilly, VA
AUM $930KTEAM 10REPS 1
Ranchwood Capital Management
RIACoppell, TX
AUM $930KTEAM 1REPS 1
Banyan Lake Capital LLC
RIAAUM $930KTEAM 1REPS 1
Simplevisor
RIAHouston, TX
AUM $928KTEAM 2REPS 3
The Financial Architects Wealth Management LLC
RIAChino Hills, CA
AUM $928KTEAM 2REPS 2
Richmond Capital
RIAMiami, FL
AUM $927KTEAM 1REPS 1
PRR Wealth Management
RIAAUM $927KTEAM 1REPS 1
Aegis Wealth Partners, LLC
RIAPhoenix, AZ
AUM $926KTEAM 1REPS 1
Whelan Capital Mangement
RIAMenlo Park, CA
AUM $925KREPS 1
Authentic Life Financial Planning
RIAAUM $922KTEAM 1REPS 1
CWM Wealth Management, LLC
RIAAUM $919KTEAM 1REPS 1
Firmiacer Investment LLC
RIAAUM $917KTEAM 1REPS 1
Dynamic Financial Planning
RIAAUM $916KTEAM 1REPS 1
Fortuna Funds, LLC
RIADallas, TX
AUM $915KTEAM 2REPS 2
Third Wave Capital LLC
RIAAUM $915KTEAM 1REPS 1
Inclusive Wealth Financial Planning LLC
RIAAUM $915KTEAM 1REPS 1
Sidepocket Incorporated
RIASan Francisco, CA
AUM $915KTEAM 16REPS 3
Jackson Financial Services LLC
RIADallas, TX
AUM $909KTEAM 1REPS 1
Camston Asset Management, LLC
RIAAUM $908KTEAM 1REPS 1
Carey, Patrick Joseph
RIAAUM $903KTEAM 1REPS 1
Other AUM ranges
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