RIAs: Under $100M AUM
12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Crux And Company, LLC
RIAAUM $687KTEAM 1REPS 1
Aptos Capital LLC
RIAAUM $686KTEAM 1REPS 1
Kelley Lane Capital, LLC
RIADallas, TX
AUM $686KTEAM 1REPS 1
Nevis Equity Advisors LLC
RIAAUM $686KTEAM 1REPS 1
Shared Prosperity Group
RIAPortland, OR
AUM $680KTEAM 2REPS 1
ELR Capital Management, LLC
RIAAUM $679KTEAM 1REPS 1
The Affinity Group, LLC
RIAAlbany, NY
AUM $678KTEAM 2REPS 2
Big Blue Investors, LLC
RIAAUM $675KTEAM 1REPS 1
Asset & Retirement Management
RIAAUM $674KTEAM 1REPS 1
Aeom Investments, LLC
RIAAUM $673KTEAM 1REPS 1
Adam Doty Company
RIAAUM $673KTEAM 1REPS 1
Optura Advisors, Inc.
RIABurlingame, CA
AUM $671KTEAM 1REPS 1
B Hive Financial, LLC
RIAAUM $670KTEAM 1REPS 1
Rivercrest Investment Advisors, LLC
RIAHouston, TX
AUM $670KTEAM 1REPS 1
Wolf & Raven Private Wealth
RIAAUM $668KTEAM 1REPS 1
Bautista Planning And Analytics, LLC
RIAAUM $665KTEAM 1REPS 1
Behavior Shift
RIAAUM $664KTEAM 1REPS 1
Tax Pro Advisor
RIAAUM $662KTEAM 1REPS 2
Donner's Financial Services Inc.
RIAAUM $660KTEAM 1REPS 1
Schreier Financial, LLC
RIAAUM $658KTEAM 1REPS 1
Core Capital Markets, LLC
RIAAtlanta, GA
AUM $657KTEAM 1REPS 1
The Financial Grove LLC
RIAAUM $657KTEAM 1REPS 1
Nine30 Advisors LLC
RIAAUM $655KTEAM 2REPS 3
Consortium Private Wealth LLC
RIASlidell, LA
AUM $650KTEAM 4REPS 5
Other AUM ranges
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