RIAs: Under $100M AUM
12,986 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
AA Wealth Strategies LLC
RIAAustin, TX
AUM $31.3MTEAM 1REPS 1
The Raffin Group LLC
RIAAUM $31.3MTEAM 1REPS 2
J. Williams Wealth Management, LLC
RIAAUM $31.3MTEAM 1REPS 1
Shinneman Wealth Group
RIANorthbrook, IL
AUM $31.3MTEAM 2REPS 2
Henderson Capital & Wealth Management, LLC
RIABrownsville, TX
AUM $31.3MTEAM 1REPS 2
Ronald R Geiger LLC
RIAAUM $31.3MTEAM 1REPS 1
FTN Capital Management
RIALittleton, CO
AUM $31.3MTEAM 1REPS 1
Warren Wealth Management & Tax Planning Inc.
RIALouisville, KY
AUM $31.3MTEAM 1REPS 1
TVV Advisers, LLC
RIAPleasanton, CA
AUM $31.3MTEAM 2REPS 2
First Step Wealth Planning
RIAAUM $31.3MTEAM 1REPS 1
Evergreen Investing, LLC
RIAAUM $31.3MTEAM 1REPS 1
Zimmerman Advisory Group, LLC
RIADublin, OH
AUM $31.3MTEAM 1REPS 1
Pinnacle Peak Wealth Management
RIAScottsdale, AZ
AUM $31.2MTEAM 1REPS 1
Kubo Financial Planning And Investments, LLC
RIAEdina, MN
AUM $31.2MTEAM 1REPS 1
Aber Investments
RIAAUM $31.2MTEAM 1REPS 1
Whiterock Financial, LLC
RIAAUM $31.2MTEAM 1REPS 1
Corlett Financial, Inc.
RIASan Diego, CA
AUM $31.2MTEAM 1REPS 1
The Alchemist Fund
RIAAUM $31.2MTEAM 1REPS 1
Union Capital Management Corp
RIAAUM $31.2MTEAM 1REPS 1
Watershed Wealth Planning LLC
RIAPortland, OR
AUM $31.2MTEAM 1REPS 1
The Swanson Financial Group
RIAAUM $31.2MTEAM 1REPS 1
Whippoorwill Associates Inc
RIAWhite Plains, NY
AUM $31.2MTEAM 1REPS 2
Seacap Advisors, LLC
RIAHonolulu, HI
AUM $31.2MTEAM 1REPS 1
Marim Wealth Planning
RIASan Mateo, CA
AUM $31.2MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?