RIAs: Under $100M AUM
12,919 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Fair Haven Capital LLC
RIAAUM $60.6MTEAM 1REPS 1
Advanced Financial Strategists Inc
RIAAUM $60.6MTEAM 1REPS 2
Fuhrmann Capital
RIAIndianapolis, IN
AUM $60.6MTEAM 1REPS 2
Conexus Capital Management, LLC
RIAParker, CO
AUM $60.6MTEAM 2REPS 2
Tomasetti Investment Group, LLC
RIANeedham, MA
AUM $60.6MTEAM 1REPS 1
Grayscale Advisors
RIAStamford, CT
AUM $60.6MTEAM 126REPS 19
Stone Pillars Wealth Management
RIAFranklin, TN
AUM $60.6MTEAM 4REPS 2
Purpose First Financial, LLC
RIAGrants Pass, OR
AUM $60.5MTEAM 2REPS 1
Oswego Private Wealth Management
RIALake Oswego, OR
AUM $60.5MTEAM 1REPS 2
Brock Asset Management
RIAAUM $60.5MTEAM 2REPS 3
FOX & Holland Investing LLC
RIARancho Cucamonga, CA
AUM $60.5MTEAM 2REPS 2
Norseman Advisory Group, Inc.
RIANewport News, VA
AUM $60.5MTEAM 4REPS 2
Lucey Investment Management, LLC
RIAAUM $60.5MTEAM 1REPS 1
Xstar Fund Management LLC
RIAAUM $60.4MTEAM 2REPS 3
Investment Advisors Group, LLC
RIAJacksonville, IL
AUM $60.4MTEAM 2REPS 2
46 North Financial
RIAAUM $60.4MTEAM 1REPS 1
Summit Wealth Strategies Group, LLC
RIAAUM $60.4MTEAM 1REPS 1
HWC Financial
RIAManchester Center, VT
AUM $60.4MTEAM 3REPS 2
Passage Global Capital Management, LLC
RIABettendorf, IA
AUM $60.4MTEAM 4REPS 4
FWI Wealth Management LLC
RIAAUM $60.4MTEAM 1REPS 1
Nfi, LLC
RIASeven Fields, PA
AUM $60.4MTEAM 2REPS 2
Somerville Associates
RIAAUM $60.4MTEAM 2REPS 2
Leif Clarke Wealth Management, Inc.
RIAAshland, KY
AUM $60.3MTEAM 1REPS 2
Centralis Capital LLC
RIAPrairie Village, KS
AUM $60.3MTEAM 2REPS 1
Other AUM ranges
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