RIAs: Under $100M AUM
12,927 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Yoakum Wealth Management
RIAAUM $89.1MTEAM 1REPS 1
Hurst Capital Management
RIAAlbuquerque, NM
AUM $89MTEAM 3REPS 2
Kaplan Wealth Management, Inc.
RIAReston, VA
AUM $89MTEAM 4REPS 2
Parish Investment Advisors LLC
RIALafayette, LA
AUM $88.9MTEAM 2REPS 2
Realm Investment Consulting LLC
RIACary, NC
AUM $88.9MTEAM 1REPS 2
Wolfbridge Wealth
RIADurham, NC
AUM $88.9MTEAM 3REPS 2
Shfp, LLC
RIAAUM $88.9MTEAM 1REPS 1
Halcyon Wealth Management, LLC
RIABoulder, CO
AUM $88.9MTEAM 1REPS 2
SantiagO.Life
RIAFishers, IN
AUM $88.8MTEAM 1REPS 1
Heritage Grove Wealth Management, LLC
RIAAUM $88.8MTEAM 1REPS 1
S3, Inc
RIAMinneapolis, MN
AUM $88.8MTEAM 3REPS 2
Favor Wealth Advisors, LLC
RIAPasadena, CA
AUM $88.8MTEAM 3REPS 1
GMR Associates, Inc
RIARochester, NY
AUM $88.7MTEAM 8REPS 2
Sunstone Financial
RIAChandler, AZ
AUM $88.7MTEAM 2REPS 2
Round Table Investment Strategies, LLC
RIALincoln, NE
AUM $88.7MTEAM 4REPS 3
Chilmark Wealth Management LLC
RIAAUM $88.7MTEAM 1REPS 1
Carr Capital Management
RIAAUM $88.7MTEAM 2REPS 2
Sobitz Financial Group, LLC
RIAUniontown, OH
AUM $88.7MTEAM 3REPS 3
Jacques Advisors, LLC
RIARockville, MD
AUM $88.6MTEAM 2REPS 2
Appaloosa Wealth Management LLC
RIAIndependence, OH
AUM $88.6MTEAM 1REPS 1
Park Capital Group, Inc.
RIAAUM $88.6MTEAM 4REPS 2
Steven Ayers & Company
RIAAUM $88.6MTEAM 1REPS 1
Wisely Advised
RIADyer, IN
AUM $88.5MTEAM 2REPS 2
Front Edge Capital Management, LLC
RIAAUM $88.5MTEAM 3REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?