RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
JV Global Capital, Inc.
RIAHouston, TX
AUM $23.3MTEAM 2REPS 6
Lakeland Investment Advisors, LLC
RIAAUM $23.3MTEAM 1REPS 1
Prestige Capital Management, LLC
RIAAUM $23.3MTEAM 2REPS 2
Tomassi Financial Planning, LLC
RIAAUM $23.3MTEAM 1REPS 2
Torre Financial
RIAAUM $23.2MTEAM 1REPS 1
KML Financial Services Group, L.L.C.
RIAManasquan, NJ
AUM $23.2MTEAM 2REPS 4
Steeley Advisory, LLC
RIABethesda, MD
AUM $23.2MTEAM 1REPS 1
Full Of Grace Financial
RIAAUM $23.2MTEAM 2REPS 2
Worthwise Financial Partners
RIAAUM $23.2MTEAM 1REPS 1
Financial Life Planning, LLC
RIAMarlton, NJ
AUM $23.2MTEAM 2REPS 1
Flynn Capital Management LLC
RIAAUM $23.2MTEAM 1REPS 1
Pacific Harbor Holdings, Limited
RIAHong Kong
AUM $23.2MTEAM 16REPS 4
Janal Capital Management LLC
RIAAUM $23.2MTEAM 1REPS 2
Wealthspring Financial Advisors, LLC
RIAAUM $23.2MTEAM 231946911REPS 1
Lefleur Financial
RIAJackson, MS
AUM $23.2MTEAM 1REPS 1
Penfacs Financial Services
RIASouthborough, MA
AUM $23.2MTEAM 3REPS 3
Kcllc
RIAAlhambra, CA
AUM $23.2MTEAM 1REPS 1
Stardust Wealth Strategies
RIAAUM $23.1MTEAM 1REPS 1
Simplified Wealth Management, LLC
RIABarrington, IL
AUM $23.1MTEAM 3REPS 3
Enlight Financial LLC
RIAAUM $23.1MTEAM 1REPS 1
Crossroads Capital Management LLC
RIAAUM $23.1MTEAM 1REPS 1
Crossroads Financial Services Inc
RIAAUM $23.1MTEAM 1REPS 1
Pihl Financial Planning
RIAAUM $23.1MTEAM 1REPS 1
Marcellus Capital Management, LLC
RIASkaneateles, NY
AUM $23.1MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?