RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Reppond Investments, Inc.
RIAAUM $46.7MTEAM 4REPS 3
Encompass Advisors, Ltd.
RIABrevard, NC
AUM $46.7MTEAM 1REPS 1
Just Futures
RIASan Francisco, CA
AUM $46.7MTEAM 6REPS 5
Uncommon Wealth Partners, LLC
RIAAnkeny, IA
AUM $46.7MTEAM 2REPS 2
LCV Advisors LLC
RIAAUM $46.7MTEAM 1REPS 1
DON Scholl & Associates, Inc.
RIAAUM $46.7MTEAM 2REPS 2
Planvest, LLC
RIABlair, NE
AUM $46.7MTEAM 1REPS 1
Old Security Group
RIAWest Chester, PA
AUM $46.6MTEAM 3REPS 1
Sequoia Private Wealth Management, LLC
RIAIrving, TX
AUM $46.6MTEAM 1REPS 1
CBF Advisors, LLC
RIANew York, NY
AUM $46.6MTEAM 8REPS 2
Neale Financial, LLC
RIAAUM $46.6MTEAM 1REPS 1
Hurst Wealth Advisors, Pc
RIADouglas, GA
AUM $46.6MTEAM 1REPS 1
Ethos Private Wealth
RIAAUM $46.6MTEAM 3REPS 3
Thompson Financial Transitions Inc.
RIAWhite Bear Lake, MN
AUM $46.5MTEAM 1REPS 1
Liberty Wealth Management, LLC
RIAHilton Head Island, SC
AUM $46.5MTEAM 2REPS 1
Cambridge Advisors, LLC
RIAWilliamsville, NY
AUM $46.5MTEAM 1REPS 2
Blackwater Financial
RIAAUM $46.5MTEAM 2REPS 1
Silvestri Financial And Tax Advisors, Inc
RIAAUM $46.5MTEAM 3REPS 2
Fortified Wealth Strategies, Inc.
RIANorthglenn, CO
AUM $46.5MTEAM 2REPS 1
Crestone Financial Advisors, LLC
RIAAUM $46.5MTEAM 1REPS 1
Glassman Wealth Management LLC
RIAAUM $46.5MTEAM 2REPS 2
Olson Wealth Management, Inc.
RIAAUM $46.5MTEAM 1REPS 1
Supporting Your Choices Inc.
RIAAUM $46.5MTEAM 2REPS 1
Hart Wealth Management
RIAWest Des Moines, IA
AUM $46.5MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?