RIAs: Under $100M AUM
12,992 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
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
Vantage Wealth Management LLC
RIACorvallis, OR
AUM $62.8MTEAM 5REPS 2
Ancap Financial
RIAAUM $62.8MTEAM 2REPS 3
The Capital Group
RIAWarwick, RI
AUM $62.8MTEAM 1REPS 1
IQ Trends Private Client Asset Management
RIASan Juan Capastrano, CA
AUM $62.8MTEAM 1REPS 1
Birch Elliott Financial, LLC
RIAAUM $62.7MTEAM 1REPS 1
Harlan Financial LLC
RIAAUM $62.7MTEAM 1REPS 1
Cornerstone Investment Advisors, Inc.
RIAAUM $62.7MTEAM 1REPS 1
Lisch Investment Management LLC
RIAAUM $62.7MTEAM 2REPS 2
Kademian Financial Group Inc
RIAMilwaukee, WI
AUM $62.7MTEAM 1REPS 1
Provident Living Advisors LLC
RIASilverdale, WA
AUM $62.7MTEAM 1REPS 1
Surety Investment Services
RIALos Angeles, CA
AUM $62.7MTEAM 4REPS 2
Integrated Wealth Management, LLC
RIAPortsmouth, NH
AUM $62.6MTEAM 3REPS 1
Other AUM ranges
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