RIAs: Under $100M AUM
12,982 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Riede, Tiffany
RIAAUM $21.5MTEAM 1REPS 1
Swanson River Capital Management LLC
RIAAUM $21.5MTEAM 1REPS 2
Investing Forever Advisory
RIAAUM $21.4MTEAM 1REPS 2
Graham & Co Advisory, Inc.
RIAOrange, CA
AUM $21.4MTEAM 1REPS 1
Pacific Wealth Advisory, LLC
RIASpokane Valley, WA
AUM $21.4MTEAM 3REPS 3
Black Raven Investments, LLC
RIACelebration, FL
AUM $21.4MTEAM 1REPS 2
Valuetech Private Advisors
RIADiamond Bar, CA
AUM $21.4MTEAM 1REPS 2
Pmmsf Partners, LLC
RIAMadison, WI
AUM $21.4MTEAM 2REPS 3
Stone Hill Wealth Management, LLC
RIADallas, TX
AUM $21.4MTEAM 1REPS 1
The 401(K) Expert
RIAAUM $21.4MTEAM 1REPS 1
Tradition Investment Management, LLC
RIAAUM $21.4MTEAM 2REPS 2
Summit Investment Management, LLC
RIAAUM $21.4MTEAM 1REPS 1
Ironwood Investment Advisers, LLC
RIAAUM $21.4MTEAM 2REPS 2
Capital Guard Investments LLC
RIAAUM $21.4MTEAM 1REPS 1
Sprout Capital Management, LLC
RIAAUM $21.4MTEAM 1REPS 1
Dewitt Capital Management LLC
RIAMystic, CT
AUM $21.4MTEAM 1REPS 3
Evergreen Capital Holdings, LLC
RIANewport Beach, CA
AUM $21.4MTEAM 2REPS 1
Kopka Financial, LLC
RIAAUM $21.4MTEAM 1REPS 1
Westlight Wealth
RIAAUM $21.4MTEAM 1REPS 1
Pinedo Financial Services
RIARoseville, CA
AUM $21.3MTEAM 1REPS 1
Baltimore Avenue Investments, LLC
RIATowson, MD
AUM $21.3MTEAM 1REPS 1
Center Hill Wealth, LLC
RIAAUM $21.3MTEAM 1REPS 1
Gateway Financial Group, Inc.
RIAHenrico, VA
AUM $21.3MTEAM 1REPS 1
Neat Financial Planning
RIAFalls Church, VA
AUM $21.3MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?