RIAs: Under $100M AUM
12,861 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Greenerbucks
RIASacramento, CA
AUM $396KTEAM 2REPS 2
Gaylord Wealth Management, LLC
RIARocklin, CA
AUM $395KTEAM 1REPS 1
Apiis Wealth Management Corp.
RIABuena Park, CA
AUM $393KTEAM 2REPS 2
Opulent Strategies, LLC
RIAAUM $392KTEAM 1REPS 2
Milieu Personal Finance LLC
RIAAUM $387KTEAM 1REPS 1
Colemma Asset Management LLC
RIAAUM $387KTEAM 1REPS 1
Compounding Gems Advisors, LLC
RIAAUM $381KTEAM 2REPS 2
Brodie Wealth Management
RIACary, NC
AUM $379KTEAM 1REPS 1
Legacy Advisory Group, Inc.
RIAHermitage, PA
AUM $377KTEAM 3REPS 2
New Green Capital, LLC
RIAAUM $375KTEAM 1REPS 1
CTF Financial Services, Inc.
RIAOcala, FL
AUM $373KTEAM 1REPS 1
Nvest Wise, LLC
RIAAUM $371KTEAM 1REPS 1
Salinas Asset Management, LLC
RIATexas City, TX
AUM $367KTEAM 1REPS 1
Gramel Capital Management LLC
RIAAUM $364KTEAM 1REPS 2
Inversso, LLC
RIAAUM $363KTEAM 1REPS 2
FAT Cat Financial Advisor
RIAAUM $362KTEAM 1REPS 1
Ludus Capital, LLC
RIAAUM $360KTEAM 1REPS 1
Brick Street Financial
RIAClinton, MS
AUM $359KTEAM 3REPS 1
Brinker Asset Management
RIAAUM $356KREPS 1
New Day Wealth Management, LLC
RIARussellville, AR
AUM $355KTEAM 2REPS 3
Ventum Advisors Corp.
RIAToronto
AUM $355KTEAM 7REPS 4
Afinitiv LLC
RIASheridan, WY
AUM $354KTEAM 2REPS 2
Openvest
RIAAventura, FL
AUM $353KTEAM 2REPS 2
Holland Capital Advisors, LLC
RIACharlotte, NC
AUM $353KTEAM 1REPS 1
Other AUM ranges
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