RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Access Planning Partners, LLC
RIAAUM $26.7MTEAM 1REPS 2
Poydras Capital Partners
RIAMetairie, LA
AUM $26.7MTEAM 1REPS 2
Phibbs Financial
RIADraper, UT
AUM $26.7MTEAM 1REPS 1
Fordham Financial Services, Inc.
RIAHoschton, GA
AUM $26.7MTEAM 1REPS 1
JST Investment Consulting
RIASeal Beach, CA
AUM $26.6MTEAM 1REPS 1
Alton Road Capital, LP
RIAVero Beach, FL
AUM $26.6MTEAM 2REPS 4
Quantbase
RIANew York, NY
AUM $26.6MTEAM 2REPS 2
Shamrock Financial Services
RIAWoodcliff Lake, NJ
AUM $26.6MTEAM 3REPS 2
WEN Capital Advisory Group, Inc.
RIAEl Cerrito, CA
AUM $26.6MTEAM 1REPS 1
Skylark Wealth, LLC
RIASan Francisco, CA
AUM $26.6MTEAM 1REPS 1
Spondeo Capital, LLC
RIAAUM $26.6MTEAM 1REPS 1
Crespo Capital LLC
RIAAUM $26.6MTEAM 1REPS 1
Pantheon Infra Advisors, LLC
RIASan Francisco, CA
AUM $26.6MTEAM 7REPS 3
NC Money Management, Inc.
RIARaleigh, NC
AUM $26.6MTEAM 1REPS 1
Global Investment Solutions, LLC
RIAAUM $26.6MTEAM 2REPS 3
Daniel J. Disimile Cfp, LLC
RIAAUM $26.6MREPS 1
Rockway Wealth Partners
RIAUrbandale, IA
AUM $26.6MTEAM 6REPS 4
JPS Advisors LLC
RIAAUM $26.6MTEAM 1REPS 1
Dentler Capital LLC
RIANew Cumberland, PA
AUM $26.5MTEAM 1REPS 1
Advisor Financial Group
RIAAUM $26.5MTEAM 1REPS 1
A.I.M. Financial Group, Inc.
RIAAUM $26.5MTEAM 2REPS 1
Lager & Company, Inc.
RIAAUM $26.5MTEAM 2REPS 2
Wilkison Investment Services, LLC
RIAAUM $26.5MTEAM 1REPS 2
Lifetime Equity Investments LLC
RIAAUM $26.5MTEAM 2REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?