RIAs: Under $100M AUM
12,919 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Pennfield Capital Corp
RIASouth Bend, IN
AUM $68.1MTEAM 2REPS 2
Peak Altitude Partners, LP
RIANew York, NY
AUM $68.1MTEAM 4REPS 3
Signature Financial Advisors
RIAHouston, TX
AUM $68.1MTEAM 4REPS 4
Gallatin Wealth Management LLC
RIAWilson, WY
AUM $68.1MTEAM 1REPS 1
JMR Financial Group
RIASuperior, WI
AUM $68.1MTEAM 4REPS 4
Clearpoint Wealth Management
RIAColleyville, TX
AUM $68MTEAM 4REPS 4
Conscious Capital
RIAAUM $68MTEAM 4REPS 3
The Financial Advisors
RIATustin, CA
AUM $68MTEAM 2REPS 1
Fifr
RIAAUM $68MTEAM 1REPS 2
Pacific Wealth Care Inc.
RIAAUM $68MTEAM 1REPS 1
SAC Investment Management LLC
RIAAUM $68MTEAM 1REPS 1
Mottet Wealth
RIAAUM $68MTEAM 1REPS 1
Delta Wealth Management, LLC
RIAAUM $68MTEAM 2REPS 2
Penn Street Capital Management LLC
RIAAUM $68MTEAM 1REPS 2
Buckeye Wealth Partners, LLC
RIACenterville, OH
AUM $68MTEAM 2REPS 2
KAY Investments, Inc.
RIAAUM $67.9MTEAM 1REPS 1
Tri-Star Advisors, Inc.
RIAHouston, TX
AUM $67.9MTEAM 4REPS 2
Normandy Capital Management, LLC
RIALakewood, CO
AUM $67.9MTEAM 5REPS 5
Ventoux Financial Advisors, LLC
RIAAUM $67.9MTEAM 1REPS 1
Momentum Wealth Strategies
RIAAUM $67.9MTEAM 1REPS 1
Tax Advantage Advisors, Inc.
RIAOverland Park, KS
AUM $67.9MTEAM 1REPS 1
Alpha Capital LLC
RIALubbock, TX
AUM $67.8MTEAM 3REPS 2
Keystone Advisory Group
RIAHollister, CA
AUM $67.8MTEAM 3REPS 2
Fiduciary Capital, Inc.
RIAGainesville, GA
AUM $67.8MTEAM 5REPS 3
Other AUM ranges
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