RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Cenacle Capital Management, LLC
RIAAUM $20MTEAM 1REPS 2
Adtigo Investment Advisors, LLC
RIAAUM $20MTEAM 2REPS 3
Paraiba Wealth Management LLC
RIAAUM $20MTEAM 2REPS 2
Stratia Wealth Management, LLC
RIAAUM $20MTEAM 1REPS 2
Marathon Wealth Management, LLC
RIAAUM $20MTEAM 1REPS 1
Patel Capital Management
RIAAUM $20MTEAM 1REPS 1
Fiduciary Insight, LLC
RIAAUM $20MTEAM 1REPS 1
Yarash Global Solutions Inc.
RIAGlendale, CA
AUM $20MTEAM 20REPS 2
Two Fish Management
RIAAUM $20MTEAM 1REPS 2
Culpepper Group LLC
RIAAUM $20MTEAM 1REPS 1
Richardson Financial, Inc.
RIAAUM $20MTEAM 1REPS 1
Luchini Financial LLC
RIAAltoona, PA
AUM $20MTEAM 1REPS 1
Bhuta Wealth Management, LLC
RIAAUM $20MTEAM 2REPS 2
Marketcycle Wealth Management, LLC
RIAAUM $20MTEAM 1REPS 1
Integrative Financial Strategies
RIAAUM $20MTEAM 1REPS 1
JBP Financial LLC
RIAAUM $20MTEAM 1REPS 1
Financial Planning Services, Inc.
RIAFort Lauderdale, FL
AUM $20MTEAM 2REPS 2
Penn Wealth Management
RIAOverland Park, KS
AUM $20MTEAM 1REPS 1
Tdirection Asset Management
RIASan Francisco, CA
AUM $20MTEAM 1REPS 1
Cornerstone Asset Management, Inc.
RIANaperville, IL
AUM $20MTEAM 1REPS 1
BP Capital Fund Advisors, LLC
RIAAUM $20MTEAM 2REPS 2
Harry Licursi Tax & Retirement Planning
RIAAUM $20MREPS 1
360 Degrees Capital Management LLC
RIAAUM $20MTEAM 3REPS 1
Create Wealth Financial Planning LLC
RIAAUM $20MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?