RIAs: Under $100M AUM
12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Crystal Oak Wealth Management, LLC
RIAAUM $119KTEAM 1REPS 1
Credit Union Investment Services
RIARaleigh, NC
AUM $111KTEAM 258REPS 259
Aragon Advisors
RIACorona, CA
AUM $111KTEAM 1REPS 1
Black Sea Investment Group
RIANorth Richland Hills, TX
AUM $110KTEAM 1REPS 1
Abundance Pathways
RIAAUM $109KTEAM 1REPS 1
Kristofer Capital Management, LLC
RIAAUM $108KTEAM 1REPS 1
Triunity Financial Planning, LLC
RIAAUM $106KTEAM 1REPS 1
DAS Wealth Management
RIAOrlando, FL
AUM $105KTEAM 1REPS 1
Pioneer Administrative Services Ltd
RIAHerzliya Pituach Tel Aviv
AUM $105KTEAM 5REPS 4
Oikonomos Asset Management, LLC
RIAAUM $104KTEAM 2REPS 2
Edgon Advisory LLC
RIAHartford, CT
AUM $103KTEAM 1REPS 1
Kingston Horizon Advisors LLC
RIAAUM $103KTEAM 1REPS 1
Mannion Money Advisory
RIAMarlborough, MA
AUM $102KTEAM 1REPS 1
Dominion Financial Advisors, LLC
RIAAUM $101KTEAM 1REPS 1
Thompson Capital Management, LLC
RIAAUM $101KTEAM 1REPS 1
Invictus Investment Advisors
RIAAUM $100KTEAM 1REPS 1
Vega Capital Partners LLC
RIAAUM $100KTEAM 3REPS 2
Morgan Capital Group LLC
RIAAlpharetta, GA
AUM $100KTEAM 1REPS 1
Fourth Wall Advisors LLC
RIAAUM $100KTEAM 2REPS 1
LEL Investment LLC
RIALong Island City, NY
AUM $100KTEAM 1REPS 1
Slingshot Financial
RIAAUM $100KTEAM 1REPS 1
Elite-Pro Wealth Advisors LLC
RIAAUM $100KREPS 1
Taylor Turner Wealth Management LLC
RIAAUM $100KTEAM 1REPS 1
Gold Coast Capital Management, LLC
RIAAUM $100KTEAM 1REPS 1
Other AUM ranges
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