RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Patriot Securities LLC
RIAJupiter, FL
AUM $30.3MTEAM 1REPS 1
Cumberland Valley Financial Services Inc.
RIAAUM $30.3MTEAM 1REPS 1
Hurley Investments, LLC
RIAProvo, UT
AUM $30.3MTEAM 6REPS 6
Angel Oak Financial Services LLC
RIAAUM $30.3MTEAM 1REPS 1
Dynamic Wealth LLC
RIAOverland Park, KS
AUM $30.3MTEAM 1REPS 1
Alphyn Capital Management LLC
RIAHicksville, NY
AUM $30.3MTEAM 1REPS 1
Wesfair Advisory Group, Inc.
RIAChappaqua, NY
AUM $30.3MTEAM 2REPS 2
Lumenai
RIAStamford, CT
AUM $30.3MTEAM 3REPS 2
WRS Financial Services, L.L.C.
RIATuscaloosa, AL
AUM $30.3MTEAM 1REPS 9
Sherwood Wealth Management
RIABasalt, CO
AUM $30.2MTEAM 1REPS 1
Pivot Point Wealth Planning
RIABrandenburg, KY
AUM $30.2MTEAM 2REPS 1
SCS Asset Management, Inc
RIALutz, FL
AUM $30.2MTEAM 2REPS 2
Evergreen Capital Management Inc
RIAOmaha, NE
AUM $30.2MTEAM 1REPS 1
Ehmli Investment Advisors LLC
RIADayton, OH
AUM $30.2MTEAM 1REPS 1
Foundations Financial Planning, LLC
RIAAUM $30.2MTEAM 1REPS 1
Accurate Capital And Wealth LLC
RIAGlen Allen, VA
AUM $30.2MTEAM 4REPS 4
Northwest Planning Advisors LLC
RIASpokane, WA
AUM $30.2MTEAM 1REPS 1
Kalorama Wealth Strategies, LLC
RIAAUM $30.2MTEAM 1REPS 1
RWC For Life
RIANaperville, IL
AUM $30.2MTEAM 2REPS 2
Summer Fields Investments, LLC
RIAAUM $30.2MTEAM 1REPS 1
River Investment Corp
RIAPrinceton, NJ
AUM $30.1MTEAM 1REPS 1
Clearstone Wealth Management, LLC
RIAWhitefish, MT
AUM $30.1MTEAM 1REPS 1
Third Day Capital Management, LLC
RIADenver, CO
AUM $30.1MTEAM 1REPS 1
Alpha Mode Capital LLC
RIAAUM $30.1MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?