RIAs: Under $100M AUM
12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Planb Tax & Wealth Advisors LLC
RIAAUM $500TEAM 1REPS 1
Bickley Investments, LLC
RIAMacon, GA
AUM $447TEAM 1REPS 1
Vest Wealth Inc.
RIAAUM $400TEAM 2REPS 2
Kraken Adviser LLC
RIAFort Lauderdale, FL
AUM $377TEAM 5REPS 3
Xoomfi Advisors
RIASan Jose, CA
AUM $300REPS 1
Endowe Advisory LLC
RIASan Jose, CA
AUM $300TEAM 1REPS 1
Asal Invest
RIAArlington, VA
AUM $270TEAM 2REPS 1
AFT US Capital LLC
RIASan Francisco, CA
AUM $214TEAM 4REPS 2
Broad Investment Securities LLC
RIABeijing
AUM $200TEAM 2REPS 2
Nextmove Capital Inc.
RIAAUM $190TEAM 4REPS 1
Vestie
RIADallas, TX
AUM $125TEAM 1REPS 1
HFA Investments, LLC
RIAAtlanta, GA
AUM $100TEAM 2REPS 3
The Charles Towne Agency
RIAAUM $100TEAM 1REPS 1
Allegiance Advisors, Inc
RIABurnet, TX
AUM $100TEAM 1REPS 1
Pantheon
RIASan Francisco, CA
AUM $11TEAM 1REPS 6
Standish Capital Management, LLC
RIAAUM $5TEAM 1REPS 1
Smith Securities LLC
RIAAUM $2TEAM 3REPS 3
1316 Capital LLC
RIAAUM $2TEAM 1REPS 1
Callidus Capital
RIAAUM $2TEAM 1REPS 1
Zacks Intelligence LLC
RIAChicago, IL
AUM $2TEAM 10REPS 5
Alka Partners, LLC
RIAFarmers Branch, TX
AUM $2TEAM 1REPS 2
Equity Fund Research, LLC
RIAAUM $2TEAM 1REPS 1
Atlas Square Partners(HK) Limited
RIAHong Kong
AUM $2TEAM 2REPS 2
Wavelet Capital
RIAAUM $2TEAM 1REPS 1
Other AUM ranges
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