RIAs: Under $100M AUM
12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
First Perspective Capital LLC
RIANational Harbor, MD
AUM $210KTEAM 1REPS 1
Douglas Capital Advisors
RIAManor, TX
AUM $210KTEAM 3REPS 2
Veritas Private Wealth Management
RIAFranklin, TN
AUM $210KTEAM 2REPS 1
401k Advisory Group, Inc.
RIAAUM $205KTEAM 1REPS 1
Brightpath Financial Advisors, LLC
RIAAUM $204KTEAM 1REPS 1
Alphaplus Investment Management LLC
RIAAUM $204KTEAM 1REPS 1
Mcclure Private Wealth, LLC
RIAAUM $202KTEAM 1REPS 1
JP Law And Wealth Advisors Pllc
RIAMaitland, FL
AUM $201KTEAM 1REPS 1
Springboard Financial Services
RIAAUM $200KTEAM 1REPS 1
A.G. Advisory Firm, LLC
RIAAUM $200KTEAM 1REPS 1
Ravenwood Capital Management, LLC
RIAAUM $200KTEAM 1REPS 1
Trilogy Advisors
RIAAUM $200KTEAM 1REPS 1
TSN Management Inc.
RIAAUM $200KTEAM 1REPS 1
Sage Wealth Capital
RIAAUM $200KTEAM 1REPS 1
Cashew Financial, LLC
RIAAUM $200KTEAM 1REPS 1
Texas First Investment Management Company
RIAAUM $200KTEAM 1REPS 2
Munifi, LLC
RIAHermosa Beach, CA
AUM $198KTEAM 1REPS 1
Unlock Investments
RIAAUM $197KTEAM 1REPS 1
Dobbins Capital Management
RIATaylor, MI
AUM $194KTEAM 1REPS 1
Realm Financial Planning
RIATulsa, OK
AUM $194KTEAM 1REPS 1
WD Financial Solutions
RIAAUM $193KTEAM 1REPS 1
Kanaka Strategies
RIAAUM $193KTEAM 1REPS 1
Royal Investment Adviser
RIAAUM $193KTEAM 1REPS 1
Redspire Wealth Management, LLC
RIAAUM $189KTEAM 1REPS 1
Other AUM ranges
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