RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Bullseye Investment Group
RIAAUM $55.6MTEAM 1REPS 1
Oneascent Capital
RIAHoover, AL
AUM $55.6MTEAM 1REPS 5
Choice Asset Management LLC
RIAAUM $55.6MTEAM 2REPS 2
Texwealth
RIAAUM $55.6MTEAM 1REPS 1
Avanti Wealth Management
RIALongwood, FL
AUM $55.6MTEAM 3REPS 2
Planwell Financial Guidance, LLC
RIABlooming Prairie, MN
AUM $55.6MTEAM 2REPS 1
Federal Hill Capital Management
RIABardstown, KY
AUM $55.6MTEAM 3REPS 2
Grip Financial, LLC
RIAAUM $55.6MTEAM 2REPS 2
Page Capital Private Wealth Management, LLC
RIAAUM $55.5MTEAM 1REPS 1
Pisces Financial Advisors, LLC
RIAAUM $55.5MTEAM 1REPS 1
Vernon Management Group, Incorporated
RIARichmond, VA
AUM $55.5MTEAM 3REPS 3
B P Financial Associates, LLC
RIAAUM $55.5MTEAM 1REPS 1
DCJ Global Wealth Management
RIAAUM $55.5MTEAM 3REPS 2
Isakov Planning Group Inc.
RIASouthampton, PA
AUM $55.5MTEAM 1REPS 2
Mccarty Wealth
RIARockledge, FL
AUM $55.5MTEAM 1REPS 1
Green Financial Management, LLC
RIAMountain Brk, AL
AUM $55.5MTEAM 1REPS 1
Managed Financial Services Corp Inc
RIAHouston, TX
AUM $55.5MTEAM 6REPS 9
Generous Wealth Management
RIAAUM $55.4MTEAM 6REPS 4
Callais Capital Management, LLC
RIAThibodaux, LA
AUM $55.4MTEAM 8REPS 3
The L.T. Funds SA
RIAGeneva
AUM $55.4MTEAM 4REPS 0
Deep Blue Financial LLC
RIANorthbrook, IL
AUM $55.4MTEAM 1REPS 1
Deerview Asset Management
RIAAUM $55.4MTEAM 1REPS 1
Soaring Capital Management, LLC
RIAAUM $55.4MTEAM 1REPS 1
Scott Anderson Financial, Inc.
RIAAUM $55.4MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?