RIAs: Under $100M AUM
12,982 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Clarity Financial
RIAColumbia, MO
AUM $28.8MTEAM 1REPS 1
Stage Ready Financial Planning
RIAAUM $28.7MTEAM 1REPS 1
Your Richest Life
RIAPlano, TX
AUM $28.7MTEAM 2REPS 2
Meraki Advisors LLC
RIADallas, TX
AUM $28.7MTEAM 1REPS 1
Miller, Fleming & Associates
RIASonoma, CA
AUM $28.7MTEAM 1REPS 1
M3sixty Capital, LLC
RIAFairway, KS
AUM $28.7MTEAM 6REPS 7
Polygon Investment Management
RIAAUM $28.7MTEAM 2REPS 2
Midas Capital Management
RIASan Francisco, CA
AUM $28.7MTEAM 1REPS 1
ADK Wealthcare Partners
RIAAUM $28.7MTEAM 1REPS 1
William Roane Skeeters, Inc.
RIADallas, TX
AUM $28.7MTEAM 3REPS 4
Omnivest Group LLC
RIAPrinceton, NJ
AUM $28.7MTEAM 3REPS 1
GMG Asset Management
RIAAUM $28.7MTEAM 2REPS 2
Circadia Financial Planning
RIAAUM $28.7MTEAM 1REPS 1
What About US Financial
RIAAUM $28.7MTEAM 1REPS 1
School Of Personal Finance
RIAAUM $28.7MTEAM 1REPS 1
Cottingham Management Company, LLC
RIACarlsbad, CA
AUM $28.7MTEAM 1REPS 1
Family Wealth Management
RIAElko, MN
AUM $28.6MTEAM 1REPS 1
Forthright Finances LLC
RIATucson, AZ
AUM $28.6MTEAM 1REPS 1
Meeks Capital LLC
RIAWinter Park, FL
AUM $28.6MTEAM 2REPS 1
Beckett Clark Private Wealth, LLC
RIABethesda, MD
AUM $28.6MTEAM 2REPS 2
Sansoterra Group LLC
RIAAUM $28.6MTEAM 1REPS 1
Lucky Man, LLC
RIAAUM $28.6MTEAM 1REPS 1
Sentry Consulting, Inc.
RIAAUM $28.6MTEAM 1REPS 1
Babin Wealth Management
RIAScottsdale, AZ
AUM $28.6MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?