RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Simmons Asset Management, LLC
RIAAUM $26MTEAM 1REPS 1
Prospect Advisors, LLC
RIAAUM $26MTEAM 1REPS 1
Booth-Laird Capital Management, LLC
RIAAUM $26MTEAM 2REPS 2
Vartanian Capital Management
RIAAUM $26MTEAM 1REPS 1
Alpha Rising Advisors LLC
RIAAUM $26MTEAM 1REPS 1
Williams Wealth Management
RIAAUM $26MTEAM 1REPS 1
Nine Pines Ventures, LLC
RIASan Ramon, CA
AUM $26MTEAM 1REPS 1
Greythorne Advisors LLC
RIAAUM $26MTEAM 1REPS 1
Dantes Outlook
RIAAUM $26MTEAM 1REPS 1
Custom Wealth Solutions
RIAAUM $26MTEAM 2REPS 2
Simco Financial
RIACanandaigua, NY
AUM $26MTEAM 1REPS 1
Freund & Co Investment Advisors, L.C.
RIAChesterfield, MO
AUM $26MTEAM 3REPS 3
Towson Financial Advisors, LLC
RIAAUM $26MTEAM 1REPS 1
True North Financial Services, LLC
RIAAUM $26MTEAM 1REPS 1
Rhodes Consulting Group LLC
RIAAUM $26MTEAM 1REPS 1
Measured Strategies LLC
RIAAUM $26MTEAM 2REPS 2
Investment Initiatives, LLC
RIAAUM $26MTEAM 1REPS 1
Elevate Planners
RIAAUM $25.9MTEAM 1REPS 2
Jadim Wealth Management, LLC
RIABoston, MA
AUM $25.9MTEAM 1REPS 1
Herges Capital Management
RIASan Diego, CA
AUM $25.9MTEAM 2REPS 2
C&D Wealth Advisors
RIAAUM $25.9MTEAM 1REPS 2
Nicolette Financial Advisors LLC
RIAAUM $25.9MTEAM 1REPS 1
Seattle Asset Management, Inc.
RIAAUM $25.9MTEAM 1REPS 1
Park Investments and Consulting LLC
RIAGrosse Pointe Farms, MI
AUM $25.9MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?