RIAs: Under $100M AUM
12,861 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Endurance Capital Partners, LLC
RIAPalo Alto, CA
AUM $139KTEAM 1REPS 1
Vincose Capital Management, LLC
RIAAUM $137KTEAM 1REPS 1
Up&Up Capital, Inc.
RIAGlendale, CA
AUM $137KTEAM 1REPS 1
Vega Wealth LLC
RIAAUM $134KTEAM 1REPS 1
Henchmen Partners
RIAAUM $134KTEAM 1REPS 1
Greiber Capital Management
RIAAUM $132KTEAM 1REPS 1
My Advisors, LLC
RIAPortola Hills, CA
AUM $132KTEAM 1REPS 1
Pamela Plick Wealth Management LLC
RIAPalm Desert, CA
AUM $131KTEAM 1REPS 1
Hickok Advisory, LLC
RIACampbell, CA
AUM $130KTEAM 2REPS 2
Ebanks Financial Solutions, LLC
RIAAUM $130KTEAM 1REPS 1
Midwest Retirement Partners, LLC
RIAAUM $130KTEAM 1REPS 1
Wing
RIANewport Beach, CA
AUM $128KTEAM 2REPS 2
Mercantile Advisors, LLC
RIAAUM $125KTEAM 1REPS 1
Mike Adams Financial Advisors, Inc.
RIAMooresville, NC
AUM $125KTEAM 1REPS 1
Wagner Road Capital Management, LLC
RIAAUM $125KTEAM 1REPS 1
Pretiumcapital Management, Inc.
RIAAUM $123KTEAM 1REPS 1
Casi Investments
RIABaltimore, MD
AUM $120KTEAM 2REPS 2
Lexington Capital Management LLC
RIANew York, NY
AUM $120KTEAM 1REPS 1
Crystal Oak Wealth Management, LLC
RIAAUM $119KTEAM 1REPS 1
Aragon Advisors
RIACorona, CA
AUM $111KTEAM 1REPS 1
Black Sea Investment Group
RIANorth Richland Hills, TX
AUM $110KTEAM 1REPS 1
Thompson Capital Management, LLC
RIAAUM $110KTEAM 1REPS 1
Abundance Pathways
RIAAUM $109KTEAM 1REPS 1
Triunity Financial Planning, LLC
RIAAUM $106KTEAM 1REPS 1
Other AUM ranges
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