RIAs: Under $100M AUM
12,995 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Key Capital Advisors, Inc.
RIAMiami, FL
AUM $69.6MTEAM 7REPS 4
Brightpath Wealth Advisors LLC
RIACrofton, MD
AUM $69.6MTEAM 4REPS 4
Lagrande Global LLC
RIADallas, TX
AUM $69.6MTEAM 1REPS 1
CP Advisors, Inc.
RIAClinton, NC
AUM $69.6MTEAM 7REPS 5
HFM Advisors
RIAAUM $69.6MTEAM 1REPS 1
Rochester Investments
RIARochester, NY
AUM $69.5MTEAM 1REPS 1
Dogpatch Wealth
RIASan Francisco, CA
AUM $69.5MTEAM 2REPS 1
Client Focused Financial
RIASt Petersburg, FL
AUM $69.5MTEAM 1REPS 1
Mobile Bay Wealth Management, LLC
RIAMobile, AL
AUM $69.5MTEAM 4REPS 4
Vision Capital Investment Management, Inc.
RIASan Francisco, CA
AUM $69.5MTEAM 2REPS 1
Platinum Wealth Management, Inc.
RIASan Diego, CA
AUM $69.5MTEAM 3REPS 1
Aspire Advisory Services
RIALodi, CA
AUM $69.5MTEAM 1REPS 1
Advanced Investment Management LLC
RIANaples, FL
AUM $69.5MTEAM 1REPS 1
Everlong Financial
RIAAustin, TX
AUM $69.5MTEAM 1REPS 1
Marin Wealth Advisors LLC
RIASan Rafael, CA
AUM $69.4MTEAM 3REPS 2
Guideway Financial, LLC
RIAAUM $69.4MTEAM 2REPS 2
Prosperitus Wealth Advisors
RIACoral Springs, FL
AUM $69.4MTEAM 6REPS 5
Tanaka Capital Management Inc
RIAGreenwich, CT
AUM $69.4MTEAM 3REPS 1
Wellspring Financial, LLC
RIAAUM $69.4MTEAM 3REPS 3
Park Hill Financial Planning & Investment Management, LLC
RIAAUM $69.3MTEAM 1REPS 1
Locke Asset Management
RIAAUM $69.3MTEAM 3REPS 1
Victory Wealth Management, LLC
RIAReedley, CA
AUM $69.3MTEAM 2REPS 1
Abry Partners, LLC
RIABoston, MA
AUM $69.3MTEAM 3REPS 3
Tremont Street Advisors, LLC
RIALeague City, TX
AUM $69.2MTEAM 3REPS 4
Other AUM ranges
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