RIAs: Under $100M AUM
12,982 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Rhodes Capital Management, Inc.
RIABatavia, IL
AUM $20MTEAM 1REPS 1
Medora Value Equity, LLC
RIAMobile, AL
AUM $20MTEAM 2REPS 1
Synergy Wealth Advisors, LLC
RIAAUM $20MTEAM 1REPS 1
Patel Capital Management
RIAAUM $20MTEAM 1REPS 1
Culpepper Group LLC
RIAAUM $20MTEAM 1REPS 1
Marathon Wealth Management, LLC
RIAAUM $20MTEAM 1REPS 1
Yarash Global Solutions Inc.
RIAGlendale, CA
AUM $20MTEAM 20REPS 1
Harry Licursi Tax & Retirement Planning
RIAAUM $20MREPS 1
Stratia Wealth Management, LLC
RIAAUM $20MTEAM 1REPS 2
Marketcycle Wealth Management, LLC
RIAAUM $20MTEAM 1REPS 1
Fiduciary Insight, LLC
RIAAUM $20MTEAM 1REPS 1
JBP Financial LLC
RIAAUM $20MTEAM 1REPS 1
Two Fish Management
RIAAUM $20MTEAM 1REPS 2
Tdirection Asset Management
RIASan Francisco, CA
AUM $20MTEAM 1REPS 1
360 Degrees Capital Management LLC
RIAAUM $20MTEAM 3REPS 1
Create Wealth Financial Planning LLC
RIAAUM $20MTEAM 1REPS 1
KDB Asset Management, LLC
RIANew York, NY
AUM $20MTEAM 2REPS 2
Northrock Investments, Pllc
RIAAUM $20MTEAM 1REPS 1
Taylor Frigon Family Office, LLC
RIAScottsdale, AZ
AUM $20MTEAM 11REPS 7
Strategic Capital Planning, Inc.
RIAAUM $20MTEAM 1REPS 1
Wood J D & Co
RIAAUM $19.9MTEAM 1REPS 1
Optifolio
RIAAUM $19.9MTEAM 1REPS 1
Liberty Advisers Inc.
RIAAUM $19.9MTEAM 1REPS 5
Vista Financial Services LLC
RIAAlpha, NJ
AUM $19.9MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?