RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Integrity Private Wealth Advisors, LLC
RIADallas, TX
AUM $54.1MTEAM 1REPS 1
My Financial Coach, LLC
RIAMidland, MI
AUM $54.1MTEAM 3REPS 3
Augulis Financial Firm, L.L.C.
RIAWarren, NJ
AUM $54.1MTEAM 2REPS 2
Wealthcare Solutions, LLC
RIARadnor, PA
AUM $54.1MTEAM 2REPS 2
MOK Financial Planning & Tax, Inc.
RIAMillis, MA
AUM $54MTEAM 1REPS 1
5 Talents Advisors, Inc
RIACameron Park, CA
AUM $54MTEAM 2REPS 2
Harrison Lazarus Advisors, Inc.
RIAAUM $54MTEAM 2REPS 5
Hermens Capital Management, Inc
RIAAUM $54MTEAM 1REPS 2
Peterson Wealth Management
RIAAUM $54MTEAM 1REPS 1
Elite Capital Services, LLC
RIAFolsom, CA
AUM $54MTEAM 2REPS 1
Uri Capital Management, LLC
RIAAUM $54MTEAM 1REPS 1
Sugden Wealth Management, LLC
RIADenver, CO
AUM $54MTEAM 1REPS 1
Cedar Ridge Investment Management LLC
RIAAUM $54MTEAM 1REPS 3
Presidio Financial, LLC
RIAHouston, TX
AUM $54MTEAM 2REPS 2
Ascent Wealth Management
RIAKalispell, MT
AUM $54MTEAM 1REPS 1
Bahr Financial Planning Network, Inc.
RIAEagle, ID
AUM $54MTEAM 1REPS 1
Fogel Investment Advisory Group, Inc.
RIAAUM $53.9MTEAM 2REPS 2
Wealthbuilders, LLC
RIACarlsbad, CA
AUM $53.9MTEAM 2REPS 1
Magnifina, LLC
RIABedford Hills, NY
AUM $53.9MTEAM 3REPS 1
Amida Wealth Advisors, LLC
RIAMiami, FL
AUM $53.9MTEAM 3REPS 1
International Discount Investors
RIAAUM $53.9MTEAM 1REPS 1
Provident Wealth Management
RIABurlington, NC
AUM $53.8MTEAM 3REPS 4
Southshore Financial Planning
RIATampa, FL
AUM $53.8MTEAM 1REPS 1
Long Bridge Capital Management
RIAAUM $53.8MTEAM 4REPS 4
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?