RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
CIRCLE CITY WEALTH MANAGEMENT LLC
RIACARMEL, IN
AUM $95.7MTEAM 1REPS 1
LEONARD ADVISORY GROUP LLC
RIASAINT JOSEPH, MI
AUM $95.7MTEAM 3REPS 3
HELLER PRIVATE WEALTH
RIAFort Lauderdale, FL
AUM $95.7MTEAM 3REPS 2
DELTA WEALTH SOLUTIONS, LLC
RIAKANSAS CITY, MO
AUM $95.7MTEAM 2REPS 2
NEXPOINT INSURANCE SOLUTIONS, L.P.
RIADALLAS, TX
AUM $95.7MTEAM 4REPS 3
BUCKEYE FINANCIAL SOLUTIONS, INC.
RIACANTON, OH
AUM $95.7MTEAM 1REPS 1
LEONARD INVESTMENT ADVISORS INC.
RIAOKLAHOMA CITY, OK
AUM $95.7MTEAM 6REPS 9
BASA ADVISORS
RIADALLAS, TX
AUM $95.7MTEAM 14REPS 4
FOCUS POINT CAPITAL LLC
RIAAUM $95.6MTEAM 2REPS 2
HEIGHTS INVESTMENT PARTNERS, LLC
RIAHOUSTON, TX
AUM $95.6MTEAM 2REPS 1
KULEANA WEALTH ADVISORS
RIALOS ALTOS, CA
AUM $95.6MTEAM 1REPS 1
APTUS WEALTH MANAGEMENT, LLC
RIALEWIS CENTER, OH
AUM $95.5MTEAM 4REPS 2
BASE MANAGEMENT CO
RIATOWSON, MD
AUM $95.5MTEAM 1REPS 2
PINNACLE WEALTH MANAGEMENT, LLC
RIADYERSBURG, TN
AUM $95.5MTEAM 2REPS 2
RAVENSVIEW CAPITAL MANAGEMENT, LLC
RIAPORTLAND, OR
AUM $95.5MTEAM 1REPS 2
DOCSA CAPITAL MANAGEMENT, INC.
RIAPORTAGE, MI
AUM $95.4MTEAM 3REPS 3
KCR WEALTH MANAGEMENT, LLC
RIARESTON, VA
AUM $95.4MTEAM 1REPS 1
EAST WEST INVESTMENT ADVISORS, LLC
RIAAUM $95.4MTEAM 2REPS 2
ANDERSEN WEALTH MANAGEMENT
RIAEASTON, MD
AUM $95.3MTEAM 12REPS 4
WOMACK INVESTMENT ADVISERS, INC
RIAEDMOND, OK
AUM $95.3MTEAM 3REPS 3
SJ CAPITAL MANAGEMENT LLC
RIAAUM $95.3MTEAM 1REPS 2
MEM INVESTMENTS
RIALAGUNA BEACH, CA
AUM $95.3MTEAM 1REPS 1
OKEMO CAPITAL MANAGEMENT, LLC
RIASTOW, MA
AUM $95.3MTEAM 1REPS 1
PROSPERITY WEALTH STRATEGIES LLC
RIABloomfield Hills, MI
AUM $95.2MTEAM 2REPS 2
Other AUM ranges
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