RIAs: Under $100M AUM
12,992 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Robert William Shoemaker,III
RIAAUM $63.5MTEAM 1REPS 1
Equivest Financial Advisors LLC
RIAAUM $63.5MTEAM 1REPS 1
Stone Lake Wealth Management, LLC
RIAAUM $63.5MTEAM 1REPS 1
Eight Ventures Private Wealth Management
RIAAUM $63.5MTEAM 2REPS 2
Coriander Financial Group LLC
RIAAUM $63.5MTEAM 1REPS 1
Valor Wealth Partners
RIAWashington, DC
AUM $63.5MTEAM 4REPS 3
Joiner Financial, LLC
RIAEl Dorado Hills, CA
AUM $63.4MTEAM 1REPS 1
BAY Hill Capital Management USA, LLC
RIAAUM $63.4MTEAM 1REPS 1
Bradford Capital Management, LLC
RIAAUM $63.4MTEAM 1REPS 1
Hyland Wealth Management LLC
RIAGreen, OH
AUM $63.4MTEAM 1REPS 1
Sound Investment Strategies, Inc.
RIABothell, WA
AUM $63.4MTEAM 2REPS 2
Tremonte Financial Consultants
RIATraverse City, MI
AUM $63.4MTEAM 2REPS 1
MH Investment Management Inc
RIAAUM $63.4MTEAM 3REPS 2
Access Real Estate, LLC
RIALouisville, KY
AUM $63.4MTEAM 1REPS 1
Meridian Financial Group, Inc.
RIAMilwaukie, OR
AUM $63.3MTEAM 2REPS 2
Lifetime Financial, Inc.
RIANewport Beach, CA
AUM $63.3MTEAM 9REPS 10
Quoinage Capital LLC
RIAAUM $63.3MTEAM 1REPS 1
Douglas Capital Management, LLC
RIAAUM $63.3MTEAM 1REPS 1
Jarvis Global Investments LLC
RIAAUM $63.2MTEAM 3REPS 3
Sentinel Asset Management, LLC
RIAWallingford, CT
AUM $63.2MTEAM 15REPS 9
Scott & Associates Investment Advisory Services
RIASaint Helena, CA
AUM $63.2MTEAM 1REPS 1
Ranger Global Holdings LLC
RIACharlottesville, VA
AUM $63.2MTEAM 2REPS 2
Silveroak Investments, LLC
RIAAUM $63.2MTEAM 4REPS 2
Cypress Capital Group
RIAPalm Beach, FL
AUM $63.2MTEAM 7REPS 13
Other AUM ranges
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