RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
CONTEGO CAPITAL GROUP, INC.
RIAEDINA, MN
AUM $88MTEAM 8REPS 10
HELM FINANCIAL PLANNING LLC
RIAAUM $88MTEAM 1REPS 1
MENTOR FINANCIAL ADVISORY GROUP, LTD.
RIAAUM $88MTEAM 1REPS 1
OPULUS
RIADOYLESTOWN, PA
AUM $88MTEAM 2REPS 2
PRESERVE PRIVATE WEALTH, LLC
RIABETHESDA, MD
AUM $88MTEAM 2REPS 2
LEXION CAPITAL MANAGEMENT LP
RIANew York, NY
AUM $87.9MTEAM 4REPS 1
JIM MCKEEVER
RIAAUM $87.9MTEAM 1REPS 1
HORIZONS PLANNING CORPORATION
RIAANN ARBOR, MI
AUM $87.9MTEAM 4REPS 4
RED LADY CAPITAL MANAGEMENT, LLC
RIACRESTED BUTTE, CO
AUM $87.9MTEAM 1REPS 1
WEALTHFD
RIACONSHOHOCKEN, PA
AUM $87.8MTEAM 16REPS 4
MAPLETON CAPITAL MANAGEMENT, LLC
RIALos Angeles, CA
AUM $87.8MTEAM 6REPS 6
FIRST FAMILY WEALTH
RIAMURFREESBORO, TN
AUM $87.8MTEAM 2REPS 2
SULLIVAN WOOD CAPITAL MANAGEMENT, LLC
RIAWashington, DC
AUM $87.7MTEAM 3REPS 1
HERITAGE ADVISORS GROUP, INC.
RIAALTAMONTE SPIRNGS, FL
AUM $87.7MTEAM 5REPS 3
WENDT FINANCIAL ADVISORS, LLC
RIAAUM $87.7MTEAM 1REPS 1
SEAL ROCK WEALTH MANAGEMENT, LLC
RIAAUM $87.6MTEAM 1REPS 1
CHARTMARK INVESTMENTS, INC.
RIATULSA, OK
AUM $87.6MTEAM 4REPS 4
IN TOUCH FINANCIAL SERVICES
RIAOAKLAND, CA
AUM $87.5MTEAM 3REPS 2
GRAFF FINANCIAL LLC
RIAEDINA, MN
AUM $87.5MTEAM 1REPS 1
FENCL ADVISORY SERVICES, LLC
RIACEDAR FALLS, IA
AUM $87.5MTEAM 3REPS 3
PIH INVESTMENTS, LLC
RIASOUTH PASADENA, CA
AUM $87.5MTEAM 1REPS 1
PACIFIC GLOBAL INVESTMENT MANAGEMENT COMPANY
RIAGLENDALE, CA
AUM $87.5MTEAM 6REPS 6
THE WEALTHPLAN LLC
RIAGREAT NECK, NY
AUM $87.5MTEAM 1REPS 1
NOBLE HILL PLANNING LLC
RIAAUM $87.5MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?