RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Mandala Wealth Management, LLC
RIAAUM $21.2MTEAM 1REPS 1
Larry Allan Financial Planning Services LLC
RIAAUM $21.2MTEAM 1REPS 1
Carroll Financial Group, Inc.
RIAAUM $21.2MTEAM 1REPS 1
Thomas Paine Investment Advisors
RIAAUM $21.2MTEAM 1REPS 1
Bauer Financial Services, Inc.
RIAAUM $21.2MTEAM 1REPS 1
JTD Financial Services, LLC
RIABedford, NH
AUM $21.2MTEAM 2REPS 1
Walsh Capital LLC
RIAAUM $21.2MTEAM 1REPS 1
Personal Financial Partners
RIAChevy Chase, MD
AUM $21.2MTEAM 1REPS 1
Quest Investment Portfolio Management, Limited
RIAAUM $21.2MTEAM 1REPS 2
Delphi Wealth Management LLC
RIAAUM $21.2MTEAM 1REPS 1
Wealth for Life, LLC
RIAAUM $21.1MTEAM 1REPS 1
YES Life Financial
RIAGlen Allen, VA
AUM $21.1MTEAM 2REPS 2
Lucidity Wealth Advisors Inc.
RIAAUM $21.1MTEAM 1REPS 1
Alexa Wealth Management, LLC
RIAAUM $21.1MTEAM 1REPS 1
Carriage House Planning LLC
RIAAUM $21.1MTEAM 1REPS 1
Brown Financial Group
RIADel Rio, TX
AUM $21.1MTEAM 3REPS 2
Copiam Wealth Management, LLC
RIAAUM $21.1MTEAM 1REPS 1
Caird Family Wealth Management
RIAAUM $21.1MTEAM 1REPS 1
Farrar Wealth Management, LLC
RIAAUM $21.1MTEAM 1REPS 1
Sample Financial Advisers, LLC
RIAFort Collins, CO
AUM $21.1MTEAM 1REPS 1
The Olympia Group LLC
RIAAUM $21.1MTEAM 1REPS 1
Solari Financial Planning, LLC
RIAAUM $21.1MTEAM 1REPS 1
Stalt Financial, LLC
RIATroy, MI
AUM $21.1MTEAM 2REPS 2
Storehouse Wealth Management, LLC
RIAPeoria, IL
AUM $21.1MTEAM 3REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?