RIAs: Under $100M AUM
12,919 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Fern Financial Group, LLC
RIAAUM $63MTEAM 3REPS 5
Mckeel Capital Management
RIAFlower Mound, TX
AUM $63MTEAM 2REPS 2
Shade Tree Partners LLC
RIADallas, TX
AUM $63MTEAM 3REPS 3
The Journeys Group, Inc.
RIAWinterville, NC
AUM $63MTEAM 2REPS 3
Bortel Investment Management, LLC
RIAGig Harbor, WA
AUM $63MTEAM 1REPS 1
Kramer Investment Services, LLC
RIALake Geneva, WI
AUM $63MTEAM 3REPS 1
Seraphim Capital Management, LLC
RIAAUM $63MTEAM 3REPS 1
Ione Capital Management LLC
RIAAUM $63MTEAM 4REPS 6
Purposepath Capital, LLC
RIAQuincy, IL
AUM $63MTEAM 5REPS 3
Edgehelm Financial
RIANashville, TN
AUM $63MTEAM 1REPS 1
Capital Research Advisors, LLC
RIASuwanee, GA
AUM $62.9MTEAM 2REPS 3
Retire Pittsburgh Management LLC
RIAMurrysville, PA
AUM $62.9MTEAM 4REPS 3
Bryant & Brannock, LLC
RIADurham, NC
AUM $62.9MTEAM 3REPS 3
Corinthian Partners Asset Management LLC
RIANew York, NY
AUM $62.9MTEAM 7REPS 6
Value Monitoring, Inc
RIAMenlo Park, CA
AUM $62.9MTEAM 2REPS 2
Backer
RIASan Francisco, CA
AUM $62.9MTEAM 15REPS 1
Step By Step Financial, LLC
RIATulsa, OK
AUM $62.9MTEAM 2REPS 2
Rise Private Wealth Advisors
RIATucson, AZ
AUM $62.9MTEAM 2REPS 2
Whitespace Financial, LLC
RIAPalo Alto, CA
AUM $62.9MTEAM 3REPS 1
Atlantes Financial Advisors
RIAFairhope, AL
AUM $62.8MTEAM 1REPS 1
Prairie Ridge Asset Management, LLC
RIAOverland Park, KS
AUM $62.8MTEAM 1REPS 1
Snider Talbot Financial Planning LLC
RIALiberty, MO
AUM $62.8MTEAM 4REPS 4
Bright Asset Management
RIAAUM $62.8MTEAM 1REPS 1
I-Squared Wealth Management, Inc.
RIATotowa, NJ
AUM $62.8MTEAM 1REPS 1
Other AUM ranges
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