RIAs: Under $100M AUM
12,982 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Abboud Financial Planning, Inc.
RIAAUM $25.1MTEAM 1REPS 1
Arete Capital Management
RIAAUM $25.1MTEAM 1REPS 1
Alpine Peaks Consulting
RIAAlpine Meadows, CA
AUM $25.1MTEAM 1REPS 1
Meritor Capital
RIAGreenwood Village, CO
AUM $25.1MTEAM 1REPS 1
KLK Capital Wealth Advisors LLC
RIAAUM $25.1MTEAM 1REPS 1
Domo Capital Management, LLC
RIAAUM $25MTEAM 1REPS 1
Trihelix Wealth Collective
RIAAUM $25MTEAM 2REPS 2
Planit Financial LLC
RIAAUM $25MTEAM 1REPS 1
FBA Wealth Management, LLC
RIAAUM $25MTEAM 4REPS 1
J.P. Diversified Asset Management LLC
RIAAUM $25MTEAM 1REPS 1
Oak Tree Advisory Services Inc
RIAAUM $25MTEAM 2REPS 2
Prime Source Enterprises, Inc
RIAAUM $25MTEAM 1REPS 1
Premier Wealth Advisors, Inc.
RIAWoodland Hills, CA
AUM $25MTEAM 2REPS 2
Ellisville Harbour Partners
RIAAUM $25MTEAM 1REPS 1
Endurance Investment Strategies, Inc.
RIAAUM $25MTEAM 1REPS 1
Nequit Wealth & Investment Management, LLC
RIADenver, CO
AUM $25MTEAM 2REPS 1
Retirement Matters, Inc.
RIABarrington, IL
AUM $25MTEAM 1REPS 1
Frontline Capital, LLC
RIAAUM $25MTEAM 1REPS 1
Roda Investment Management, LLC
RIAAUM $25MTEAM 2REPS 1
Kevin P. Mcguan, LLC
RIAAUM $25MTEAM 1REPS 1
J Wilson Wealth Management
RIADavison, MI
AUM $25MTEAM 1REPS 1
Starkey & Associates, Inc.
RIAAUM $25MTEAM 1REPS 1
Better Tomorrow Financial
RIAAUM $25MTEAM 1REPS 1
True Worth Financial Planning LLC
RIAAUM $25MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?