RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Fifth Avenue Wealth Advisors LLC
RIANew York, NY
AUM $24.3MTEAM 1REPS 1
TPK Advisors LLC
RIAEdgewater, NJ
AUM $24.3MTEAM 1REPS 1
Vision Financial Planning LLC
RIAAUM $24.3MTEAM 1REPS 1
Wellington Capital Advisors, LLC
RIASan Francisco, CA
AUM $24.3MTEAM 1REPS 2
Lebed Asset Management LLC
RIABoston, MA
AUM $24.2MTEAM 2REPS 3
Missio Investment Management LLC
RIAHinsdale, IL
AUM $24.2MTEAM 1REPS 1
Vesteer Wealth Management, LLC
RIAAUM $24.2MTEAM 3REPS 3
Exemplar Wealth Partners LLC
RIAAUM $24.2MTEAM 2REPS 3
The August Wealth Management Group
RIANew York, NY
AUM $24.2MTEAM 1REPS 1
AJD Wealth
RIAAUM $24.2MTEAM 1REPS 1
Apex Tax & Financial Planning
RIAAUM $24.2MTEAM 1REPS 1
AIM Advisory Group, LLC
RIALubbock, TX
AUM $24.2MTEAM 2REPS 2
Strong Wealth
RIAAUM $24.2MTEAM 2REPS 2
Veritas Bitcoin Strategies, LLC Dba Veritas Bitcoin Strategies
RIAMadras, OR
AUM $24.2MTEAM 3REPS 1
Centriplan, LLC
RIANewport Beach, CA
AUM $24.2MTEAM 1REPS 1
Saga Partners LLC
RIAAUM $24.2MTEAM 1REPS 1
Gamma Paradigm Capital, LP
RIACheyenne, WY
AUM $24.1MTEAM 3REPS 2
Clear View Wealth Advisors, LLC
RIAAUM $24.1MTEAM 1REPS 1
L Squared Wealth Management
RIAAUM $24.1MTEAM 1REPS 1
Flanagan Financial Management
RIAAUM $24.1MTEAM 1REPS 1
West Oak Wealth
RIAAUM $24.1MTEAM 3REPS 2
Mary J. Spitler, Ms, LLC
RIAAUM $24.1MTEAM 1REPS 1
Maxiam Capital, LLC
RIAAUM $24.1MTEAM 2REPS 2
Hoyl Wealth Management, LLC
RIAAmarillo, TX
AUM $24.1MTEAM 1REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?