RIAs: Under $100M AUM
12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Tannhauser Financial LLC
RIANorth Wales, PA
AUM $143KTEAM 1REPS 1
Purpose1st Financial
RIAAUM $143KTEAM 2REPS 2
Bulltick4u Advisor, LLC
RIAMiami, FL
AUM $143KTEAM 10REPS 3
FMD Wealth Advisors LLC
RIAWhite Plains, NY
AUM $140KTEAM 1REPS 1
Baker & Associates Registered Investment Advisors, LLC
RIAAUM $140KTEAM 1REPS 1
Murray Strategic Investment L.L.C.
RIAAUM $140KTEAM 1REPS 1
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
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
Ebanks Financial Solutions, LLC
RIAAUM $130KTEAM 1REPS 1
Midwest Retirement Partners, LLC
RIAAUM $130KTEAM 1REPS 1
Wing
RIANewport Beach, CA
AUM $128KTEAM 2REPS 4
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
Alamut Capital
RIAToronto
AUM $123KTEAM 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
Capital Solutions Advisors, LLC
RIADurham, NC
AUM $119KTEAM 1REPS 1
Other AUM ranges
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