RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Sound Investment Management, LLC
RIANewport Beach, CA
AUM $47.1MTEAM 1REPS 1
High Grade Investment Solutions, LLC
RIAAUM $47.1MTEAM 1REPS 1
Lonetree Wealth Management
RIAMemphis, TN
AUM $47.1MTEAM 4REPS 4
Cortez Wealth Management
RIAEl Paso, TX
AUM $47.1MTEAM 3REPS 1
KS Global Advisors, Inc.
RIAAUM $47.1MTEAM 1REPS 1
Vela Consulting, LLC
RIAAUM $47.1MTEAM 4REPS 3
Couric Financial
RIAAUM $47MTEAM 2REPS 1
D.M. Wealth Management, Inc.
RIANorman, OK
AUM $47MTEAM 3REPS 3
Argent Wealth Advisors, LLC
RIALafayette, CA
AUM $47MTEAM 1REPS 1
Brave Boat Capital Advisors
RIABoston, MA
AUM $47MTEAM 1REPS 1
Barington Capital Management, LLC
RIAGreen Bay, WI
AUM $47MTEAM 1REPS 1
Chisholm Financial Planning & Investments
RIAAUM $47MTEAM 1REPS 1
Guardian Rock Wealth Investment Management, Inc.
RIALisle, IL
AUM $47MTEAM 3REPS 3
Equity Planning Group, Inc.
RIAWest Bloomfield, MI
AUM $46.9MTEAM 1REPS 2
Atlas Financial Advisors, Inc.
RIAOroville, CA
AUM $46.9MTEAM 3REPS 2
Forma Financial Planning
RIAAUM $46.9MTEAM 2REPS 1
Ascent Financial Advisors
RIAAUM $46.9MTEAM 1REPS 1
Fleming Wealth Strategies, LLC
RIAGlendale, AZ
AUM $46.9MTEAM 1REPS 1
M. W. Aragao Investment Advisors, LLC
RIACumberland, RI
AUM $46.9MTEAM 5REPS 1
Davis Capital Advisors, LLC
RIANew York, NY
AUM $46.9MTEAM 2REPS 1
Golden Eagle Capital Advisors, Inc.
RIADubai
AUM $46.8MTEAM 2REPS 5
WMS Wealth Management LLC
RIAMukilteo, WA
AUM $46.8MTEAM 2REPS 2
JON Bos Financial Advisor LLC
RIAAUM $46.8MTEAM 1REPS 1
Connor Capital Management, LLC
RIAVienna, VA
AUM $46.8MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?