RIAs: Under $100M AUM
12,982 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Cgam
RIANaperville, IL
AUM $26.8MTEAM 17REPS 10
Profit Investments
RIANorth Bethesda, MD
AUM $26.8MTEAM 5REPS 2
ASC 401(K) Management
RIAAppleton, WI
AUM $26.8MTEAM 1REPS 1
Sovereign Capital Vantage, Inc.
RIAAUM $26.8MTEAM 2REPS 3
Luminary Financial Planning
RIAModesto, CA
AUM $26.8MTEAM 1REPS 1
Bright Vision Wealth
RIAThe Woodlands, TX
AUM $26.7MTEAM 2REPS 2
Four Seasons Investment Management, Inc.
RIAAUM $26.7MTEAM 1REPS 2
Portage Capital Management LLC
RIARolling Hills Estates, CA
AUM $26.7MTEAM 1REPS 1
HIP Investor, Inc.
RIAAUM $26.7MTEAM 4REPS 4
Consolidated Asset Management, LLC
RIAAUM $26.7MTEAM 1REPS 1
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
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?