RIAs: Under $100M AUM
12,907 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Xwealth
RIANewport Beach, CA
AUM $480KTEAM 1REPS 1
Trammell Wealth
RIAAUM $478KTEAM 1REPS 1
Coffman Wealth Advisors, LLC
RIAPoplar Bluff, MO
AUM $477KTEAM 2REPS 5
Legacy Advisors
RIAAUM $476KTEAM 1REPS 1
Wells Street Advisors, LLC
RIAChicago, IL
AUM $475KTEAM 2REPS 2
Cedar Grove Capital Management
RIAAUM $472KTEAM 1REPS 1
Avant Garde Capital
RIAAtlanta, GA
AUM $472KTEAM 3REPS 2
Park 10 Financial LLC
RIAHouston, TX
AUM $468KTEAM 1REPS 1
Agentech Equities, LLC
RIAAUM $466KTEAM 1REPS 1
MCJ Capital Partners
RIAAUM $465KTEAM 1REPS 1
Yackee Potempa & Smalley Asset Management
RIAFort Wayne, IN
AUM $463KTEAM 2REPS 3
Clarity Financial
RIAArcadia, CA
AUM $462KTEAM 1REPS 1
GBS Group
RIAMiramar, FL
AUM $462KTEAM 1REPS 1
Valuefirst Planning LLC
RIAAUM $460KTEAM 1REPS 1
Ortman Finances, LLC
RIAAUM $459KTEAM 1REPS 1
HHL Wealth Advisors Inc.
RIAFlushing, NY
AUM $459KTEAM 2REPS 2
Tonjes Financial Group
RIAFindlay, OH
AUM $457KTEAM 2REPS 2
Zihuitrading LLC
RIAAUM $455KTEAM 1REPS 1
Kempthorne Analytics, Inc
RIAAUM $452KTEAM 1REPS 1
VOX Financial Planning
RIAAUM $452KTEAM 1REPS 1
Aviles Capital Management LLC
RIAAUM $451KTEAM 1REPS 1
QTR Capital Management LLC
RIAAUM $450KTEAM 1REPS 1
Adaptive Advisers, LLC
RIABoston, MA
AUM $450KTEAM 3REPS 1
First Security Capital, LLC
RIAAUM $450KTEAM 1REPS 1
Other AUM ranges
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