RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Tolton Asset Management, LLC
RIALos Angeles, CA
AUM $36.1MTEAM 2REPS 2
GVR Investment Management, Inc.
RIATwo Rivers, WI
AUM $36.1MTEAM 3REPS 2
MT Financial Planning
RIALake Barrington, IL
AUM $36.1MTEAM 1REPS 1
Solitude Wealth Advisors, LLC
RIAHolladay, UT
AUM $36.1MTEAM 4REPS 2
Silicon Valley Capital Management
RIAAUM $36.1MTEAM 1REPS 2
Concourse Capital Advisors, LLC
RIAAtlanta, GA
AUM $36.1MTEAM 1REPS 2
Cothran Capital, LLC
RIAMemphis, TN
AUM $36.1MTEAM 2REPS 2
Nolan Capital Advisors LLC
RIAAUM $36.1MTEAM 2REPS 2
Double Eagle Partners, LLC
RIAAUM $36.1MTEAM 1REPS 1
Chinese Abraham Investment Advisors LLC
RIACupertino, CA
AUM $36MTEAM 3REPS 1
Hillvale Wealth Management, LLC
RIAKnoxville, TN
AUM $36MTEAM 2REPS 1
Kraft Financial, LLC
RIABloomington, IL
AUM $36MTEAM 1REPS 1
Millennial Wealth Management, LLC
RIABroomfield, CO
AUM $36MTEAM 3REPS 3
Rockwall Wealth Advisors
RIARockwall, TX
AUM $36MTEAM 1REPS 1
Serco Investments Inc.
RIAAUM $36MTEAM 1REPS 1
Cloak Advisors
RIAAlbuquerque, NM
AUM $36MTEAM 2REPS 2
Bionic Capital
RIASt Petersburg, FL
AUM $36MTEAM 1REPS 1
Bloomer Financial Planning LLC
RIAAUM $36MTEAM 1REPS 1
New York Ivy Capital Management LLC
RIAPrinceton, NJ
AUM $36MTEAM 1REPS 1
Peak53 Partners, LP
RIALongmont, CO
AUM $36MTEAM 2REPS 2
Collective Wealth Planning
RIASalem, OR
AUM $36MTEAM 1REPS 1
Blue Chip Financial Planning, LLC
RIAAUM $36MTEAM 1REPS 1
Columbus Wealth Management
RIADublin, OH
AUM $36MTEAM 2REPS 2
Beacon Asset Management
RIAAUM $36MTEAM 2REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?