RIAs: Under $100M AUM
12,907 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Duomo Capital
RIAAlbany, NY
AUM $715KTEAM 1REPS 1
Empire Retirement Plans, LLC
RIAUtica, NY
AUM $712KTEAM 8REPS 8
Atwima Wealth Management LLC
RIASacramento, CA
AUM $712KTEAM 1REPS 1
Birchcroft Investments, LLC
RIAAUM $709KTEAM 1REPS 1
Finest Edge Financial LLC
RIAAUM $707KTEAM 1REPS 1
Stronghold Investment Management
RIAAUM $706KTEAM 1REPS 1
Northwoods Financial Partners LLC
RIAHermosa Beach, CA
AUM $705KTEAM 2REPS 2
Tetelestai Capital
RIAAUM $704KTEAM 5REPS 1
EG Capital Management LLC
RIAAUM $702KTEAM 1REPS 1
Polestar Capital LLC
RIAAUM $702KTEAM 2REPS 2
Pashman Financial LLC
RIAAUM $700KTEAM 1REPS 1
Gray Colt Financial Planning LLC
RIAAUM $700KTEAM 1REPS 1
Bartlett, Lawrence E
RIAArcadia, CA
AUM $700KTEAM 1REPS 1
Hoodoo
RIAOakland, CA
AUM $700KTEAM 1REPS 1
Graybridge Capital
RIAAUM $700KTEAM 1REPS 1
4 Seasons Advisors
RIAPrinceton, WV
AUM $700KTEAM 2REPS 2
Pinder Financial, LLC
RIAJupiter, FL
AUM $700KTEAM 1REPS 1
Commodities & Securities, Inc.
RIAAUM $695KREPS 1
Golden Acre Wealth Management
RIAAUM $695KTEAM 1REPS 1
Tetra Wealth Management
RIAAUM $694KTEAM 1REPS 1
Verticus Advisors Inc.
RIAAUM $692KTEAM 1REPS 1
Confianza Wealth Management
RIAAUM $692KTEAM 1REPS 1
WU Wealth Advisory, LLC
RIAAUM $689KTEAM 1REPS 1
Crux and Company, LLC
RIAAUM $687KTEAM 1REPS 1
Other AUM ranges
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