RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Red Kennedy Financial
RIAAUM $27MTEAM 1REPS 1
Soar Financial LLC
RIAMurfreesboro, TN
AUM $27MTEAM 5REPS 4
Crowley Capital Management LLC
RIAAUM $27MTEAM 1REPS 1
Perry Investment Management, LLC
RIAAUM $27MTEAM 1REPS 1
BJO Wealth Management LLC
RIAAUM $27MTEAM 1REPS 2
Anvik Advisers LLC
RIAAUM $27MTEAM 1REPS 1
London House Capital
RIASunnyvale, CA
AUM $27MTEAM 1REPS 1
Skiver Investment Services
RIAAllen Park, MI
AUM $27MTEAM 1REPS 1
Solitude Canyon Investment Advisors, LLC
RIAAUM $27MTEAM 1REPS 1
Intelligent Alpha LLC
RIAMinneapolis, MN
AUM $27MTEAM 1REPS 2
Forest Hill Financial Advisory Group LLC
RIAAUM $27MTEAM 1REPS 1
Lakes Wealth Advisory, LLC
RIAAUM $27MTEAM 1REPS 1
MDS Wealth Advisors, LLC
RIAAUM $27MTEAM 3REPS 2
Piershale Wealth Management, LLC
RIACrystal Lake, IL
AUM $27MTEAM 2REPS 1
Tristate Wealth Advisors
RIANewark, DE
AUM $27MTEAM 1REPS 1
Advisors Unlimited
RIAHagatna
AUM $27MTEAM 2REPS 1
Geder Investment Management, Inc.
RIAAUM $27MTEAM 1REPS 1
Deak Reynolds Company
RIAAUM $26.9MTEAM 1REPS 1
Ikos Cif Limited
RIALimassol
AUM $26.9MTEAM 5REPS 5
Abundant Advisors, LLC
RIAAUM $26.9MTEAM 1REPS 1
Orr, Brad L.
RIACasper, WY
AUM $26.9MTEAM 1REPS 1
Hegarty Investment Logic, LLC
RIAAztec, NM
AUM $26.9MTEAM 2REPS 2
Dba/Rankin Capital Investment Management
RIAAUM $26.9MTEAM 1REPS 1
Retirement Planning Consultants Inc
RIASouth Charleston, WV
AUM $26.9MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?