RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Tax Favored Retirement
RIAKansas City, MO
AUM $41.2MTEAM 3REPS 3
Radnorwood Capital, LLC
RIAAUM $41.1MTEAM 3REPS 2
Capital Strategies, Inc.
RIAIndianapolis, IN
AUM $41.1MTEAM 4REPS 3
Family Financial Planning, LLC
RIAAUM $41.1MTEAM 1REPS 1
Birch Point Wealth Management LLC
RIARockport, ME
AUM $41.1MTEAM 2REPS 2
Twentythree Advisory
RIANew York, NY
AUM $41.1MTEAM 1REPS 1
SG Wealth Managers LLC
RIAScottsdale, AZ
AUM $41.1MTEAM 3REPS 4
Formation Wealth Management
RIAPonte Vedra, FL
AUM $41.1MTEAM 1REPS 1
Fisher Financial Group, LLC
RIANorthbrook, IL
AUM $41.1MTEAM 2REPS 1
Core Capital Management, LLC
RIAThe Woodlands, TX
AUM $41.1MTEAM 1REPS 1
Siol Wealth Advisors
RIAAUM $41MTEAM 3REPS 2
Spano Advisory Services Inc.
RIAMahopac, NY
AUM $41MTEAM 1REPS 1
Guide Rock Capital Management, Inc.
RIAOmaha, NE
AUM $41MTEAM 2REPS 3
Wyoming Wealth Management, LLC
RIACincinnati, OH
AUM $41MTEAM 1REPS 1
Huff Wealth Management LLC
RIAAUM $41MTEAM 2REPS 2
Zolton Wealth
RIAAUM $41MTEAM 1REPS 1
Dirigo Financial LLC
RIAAUM $41MTEAM 1REPS 2
CPA Group Investment Management, LLC
RIAPanama City, FL
AUM $41MTEAM 2REPS 4
Hoctor Financial Group, LLC
RIAAUM $41MTEAM 1REPS 1
Goose Hollow Capital Management LLC
RIATenafly, NJ
AUM $41MTEAM 4REPS 1
Ember Wealth Concepts & Financial Planning
RIAAUM $41MTEAM 2REPS 1
Berg Faircloth Investment Advisors
RIALeesburg, VA
AUM $41MTEAM 2REPS 3
Providence Capital
RIALowell, AR
AUM $41MTEAM 6REPS 5
Intentional Living Fp
RIANew Braunfels, TX
AUM $40.9MTEAM 4REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?