RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Riskin Wealth Management, LLC
RIANewtown, CT
AUM $20.1MTEAM 1REPS 1
Koller Capital LLC
RIAAUM $20.1MTEAM 1REPS 1
CMC Advisors LLC
RIAAUM $20.1MTEAM 1REPS 1
Multus Asset Management
RIACoral Gables, FL
AUM $20.1MTEAM 2REPS 2
Schmidt, Scotland
RIAAUM $20.1MTEAM 1REPS 1
AI Advisor, Inc.
RIAAUM $20.1MTEAM 1REPS 1
Atlas Meridian Capital LLC
RIANew York, NY
AUM $20.1MTEAM 1REPS 1
Huffman Financial Services Inc
RIAAUM $20.1MTEAM 1REPS 1
Stillforest Wealth Management
RIAHouston, TX
AUM $20.1MTEAM 1REPS 1
Glass Retirement Strategies, Inc.
RIAWest Bloomfield, MI
AUM $20.1MTEAM 2REPS 1
Bavarian Wealth Management, Inc.
RIANew Orleans, LA
AUM $20.1MTEAM 1REPS 1
Legacy Financial Group
RIATorrance, CA
AUM $20.1MTEAM 7REPS 4
Dividends & More
RIAAUM $20.1MTEAM 1REPS 1
Blackhawk Financial Advisors
RIAColumbia, SC
AUM $20.1MTEAM 1REPS 1
Watson House Investment Management, LLC
RIAAUM $20MTEAM 1REPS 1
George Financial Services
RIACanton, OH
AUM $20MTEAM 2REPS 2
Brooklyn Plans LLC
RIAAUM $20MTEAM 3REPS 1
AFT Financial Planning
RIAAUM $20MTEAM 1REPS 1
Capital Retirement Planning, LLC
RIAAUM $20MTEAM 2REPS 1
Harry Licursi Tax & Retirement Planning
RIAAUM $20MREPS 1
Synergy Wealth Advisors, LLC
RIAAUM $20MTEAM 1REPS 1
Richardson Financial, Inc.
RIAAUM $20MTEAM 1REPS 1
Financial Planning Services, Inc.
RIAFort Lauderdale, FL
AUM $20MTEAM 2REPS 2
Tdirection Asset Management
RIASan Francisco, CA
AUM $20MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?