RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Defining Wealth
RIAAUM $50.3MTEAM 6REPS 8
Satori Financial LLC
RIAAUM $50.3MTEAM 1REPS 1
Zorea Capital LP
RIAEnglewood, NJ
AUM $50.3MTEAM 2REPS 2
Carriage Hill Investment Associates LLC
RIALancaster, PA
AUM $50.2MTEAM 1REPS 1
21st Century Equity Advisors Corporation
RIAWorthington, OH
AUM $50.2MTEAM 1REPS 1
Portfolio Strategies Inc
RIATacoma, WA
AUM $50.2MTEAM 4REPS 5
Merlin Asset Management
RIANewport, RI
AUM $50.2MTEAM 1REPS 1
Ubequity Wealth Management, LLC
RIAAUM $50.2MTEAM 2REPS 2
Raider Dennis Agency
RIAFarmington, MI
AUM $50.2MTEAM 3REPS 3
SPP Credit Advisors II LLC
RIAAUM $50.2MTEAM 7REPS 4
Meritage Wealth Management
RIAAUM $50.2MTEAM 1REPS 1
Pulse Wealth
RIAAUM $50.1MTEAM 1REPS 1
Monadnock Capital Partners, LLC
RIAAUM $50.1MTEAM 4REPS 4
True North Financial Advisors, LLC
RIAHilliard, OH
AUM $50.1MTEAM 2REPS 2
Beltramo Financial Services, Inc.
RIAIrvine, CA
AUM $50.1MTEAM 1REPS 1
Silver Capital Management, LLC
RIAAUM $50.1MTEAM 2REPS 2
VM Jones Financial Consulting, L.L.C.
RIAGilbert, AZ
AUM $50.1MTEAM 1REPS 1
RSG Financial Group Inc
RIAStockton, CA
AUM $50.1MTEAM 2REPS 3
Eagles Coast Wealth Management, LLC
RIADaniel Island, SC
AUM $50.1MTEAM 2REPS 2
Divergent Capital Asset Management LLC
RIAPalm Beach Gardens, FL
AUM $50.1MTEAM 4REPS 4
Sound View Financial Advisors
RIAWalpole, MA
AUM $50.1MTEAM 4REPS 3
Datapath Investment Advisors, Inc.
RIALittle Rock, AR
AUM $50MTEAM 1REPS 7
Arrowhead Investment Advisors, LLC
RIAAUM $50MTEAM 1REPS 1
Barber & Associates
RIAAUM $50MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?