RIAs: Under $100M AUM
12,907 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
QTR Capital Management LLC
RIAAUM $450KTEAM 1REPS 1
First Security Capital, LLC
RIAAUM $450KTEAM 1REPS 1
Hyvorian Financial
RIAGarland, TX
AUM $448KTEAM 1REPS 1
Bell Financial Planning
RIAAUM $447KTEAM 1REPS 1
Parker Prescott Capital Management
RIADallas, TX
AUM $447KTEAM 1REPS 1
Storybook Financial
RIAAUM $444KTEAM 1REPS 1
Impactful Wealth Solutions
RIAAUM $443KTEAM 1REPS 1
Liquidifi
RIAAUM $442KTEAM 1REPS 1
Global Investment Capital LLC
RIAWest Hills, CA
AUM $441KTEAM 1REPS 1
SA Financial Solutions, LLC
RIASan Antonio, TX
AUM $438KTEAM 2REPS 2
Live and Give Financial
RIAAUM $438KTEAM 1REPS 1
Financial Engineering LLC
RIAAUM $437KTEAM 1REPS 1
Jazurek & Co LLC
RIARidgewood, NY
AUM $436KTEAM 1REPS 1
Lloyd Tevis Investments, LLC
RIALafayette, CA
AUM $435KTEAM 4REPS 2
Pinnacle Advisors LLC
RIAEast Syracuse, NY
AUM $433KTEAM 2REPS 6
Tresco Financial, LLC
RIALas Vegas, NV
AUM $432KTEAM 1REPS 1
Sound Investment Advice, LLC
RIAIssaquah, WA
AUM $429KTEAM 1REPS 1
Panther Asset Management, Inc.
RIAAUM $425KTEAM 1REPS 1
Tennext LLC
RIAAUM $424KTEAM 1REPS 1
Landcasted Capital Management LLC
RIAWaconia, MN
AUM $423KTEAM 1REPS 1
In-Christ Asset Management, LLC
RIAPlano, TX
AUM $420KTEAM 1REPS 1
Comus Investment, LLC
RIAAUM $420KTEAM 1REPS 1
Erlang101 Capital Management LLC
RIAFishers, IN
AUM $420KTEAM 1REPS 1
Propolis Capital Management
RIASteamboat Springs, CO
AUM $416KTEAM 2REPS 2
Other AUM ranges
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