RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Hayes Hart Cpa's Wealth Management, Inc
RIACoronado, CA
AUM $50.4MTEAM 3REPS 1
Koch Capital Management LLC
RIAAlamo, CA
AUM $50.4MTEAM 1REPS 1
Kapela
RIASan Antonio, TX
AUM $50.4MTEAM 1REPS 1
Crescendo Financial Planners Inc.
RIAAUM $50.4MTEAM 2REPS 1
Finco Investment Services, Inc.
RIAAUM $50.4MTEAM 2REPS 1
De Rosa Asset Management, LLC
RIAAUM $50.4MTEAM 1REPS 1
Parallel Equity Advisors Ltd.
RIADublin, OH
AUM $50.4MTEAM 5REPS 5
Capital Wealth Planning Services
RIABrunswick, ME
AUM $50.4MTEAM 1REPS 2
Entrepreneurshares LLC
RIABoston, MA
AUM $50.4MTEAM 5REPS 3
Meenes Wealth Partners
RIAAUM $50.4MTEAM 1REPS 1
IWR Advisors
RIAAUM $50.4MTEAM 2REPS 2
VIE Invest, LLC
RIAAUM $50.4MTEAM 2REPS 2
Townsend Financial
RIAAUM $50.3MTEAM 1REPS 1
Pensinger Financial, Inc.
RIAAUM $50.3MTEAM 1REPS 2
Defining Wealth
RIAAUM $50.3MTEAM 6REPS 6
Satori Financial LLC
RIAAUM $50.3MTEAM 1REPS 1
Lowell Road Asset Management, Inc.
RIAManhasset, NY
AUM $50.3MTEAM 2REPS 2
Zorea Capital LP
RIAEnglewood, NJ
AUM $50.3MTEAM 2REPS 3
Carriage Hill Investment Associates LLC
RIALancaster, PA
AUM $50.2MTEAM 1REPS 1
21st Century Equity Advisors Corporation
RIAWorthington, OH
AUM $50.2MTEAM 1REPS 1
Long Family Office
RIAWilmington, NC
AUM $50.2MTEAM 4REPS 2
Portfolio Strategies Inc
RIATacoma, WA
AUM $50.2MTEAM 5REPS 5
Merlin Asset Management
RIANewport, RI
AUM $50.2MTEAM 1REPS 1
Ubequity Wealth Management, LLC
RIAAUM $50.2MTEAM 2REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?