RIAs: Under $100M AUM
12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Nisonoff & Quadrel Investment Management LLC
RIAEast Brunswick, NJ
AUM $569KTEAM 1REPS 1
Boggs Wallace Wealth Partners LLC
RIADenton, TX
AUM $566KTEAM 1REPS 2
Bent Creek Capital LLC
RIAAUM $562KTEAM 1REPS 1
Kinder Financial Services
RIANashville, IN
AUM $561KTEAM 1REPS 1
World Capital Management
RIASebastopol, CA
AUM $558KTEAM 2REPS 2
Journey Asset Management LLC
RIAAUM $556KTEAM 1REPS 1
Lighthouse
RIAAUM $556KTEAM 2REPS 2
Commodities & Securities, Inc.
RIAAUM $554KREPS 1
Eagle Valley Wealth Management
RIAAUM $552KTEAM 1REPS 1
Dutton Financial Planning, LLC
RIAAUM $552KTEAM 1REPS 1
PMC Wealth, LLC
RIAClarence, NY
AUM $550KTEAM 2REPS 2
Dtcarson Asset Management
RIAAUM $550KTEAM 1REPS 1
Counterpoint
RIAAUM $550KTEAM 1REPS 1
Rogue Russell Investments
RIAAUM $550KTEAM 1REPS 1
Uisonet
RIAAUM $550KTEAM 1REPS 1
WJ Consulting LLC
RIAAUM $545KTEAM 1REPS 1
ROW Your Own Boat
RIAAUM $544KTEAM 1REPS 1
Invasor Capital Management, LLC
RIAScottsdale, AZ
AUM $543KTEAM 1REPS 1
Wholeness Financial
RIAAUM $541KTEAM 1REPS 1
Stepping Stone Advisors, LLC
RIAAUM $541KTEAM 1REPS 1
Premium Alpha Capital, LLC
RIAAUM $540KTEAM 1REPS 1
W.H. Lewis Financial, LLC
RIAAUM $540KTEAM 1REPS 1
Select Investment Services
RIASanta Barbara, CA
AUM $539KTEAM 1REPS 1
NPW Inc.
RIAOakville, Ontario
AUM $536KTEAM 5REPS 3
Other AUM ranges
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