RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Progeny Wealth Management LLC
RIABaton Rouge, LA
AUM $18.9MTEAM 2REPS 2
Penny Lane Wealth Management, LLC
RIATacoma, WA
AUM $18.9MTEAM 3REPS 3
Taylor K A Associates Inc
RIAAUM $18.9MTEAM 1REPS 1
Laird - Altman Holdings LLC
RIAAUM $18.9MTEAM 1REPS 1
Kinetic Wealth
RIAKnoxville, TN
AUM $18.9MTEAM 1REPS 2
AC3 Capital
RIAAUM $18.9MTEAM 1REPS 1
Spencer Financial Planning, LLC
RIAAUM $18.9MTEAM 1REPS 1
Stone Financial
RIAAUM $18.9MTEAM 1REPS 1
Luminary Financial Advisors, LLC
RIACocoa Beach, FL
AUM $18.9MTEAM 1REPS 2
Rader Wealth Management LLC
RIALas Vegas, NV
AUM $18.9MTEAM 1REPS 1
Allmerits Asset, LLC
RIABuena Park, CA
AUM $18.9MTEAM 12REPS 10
Whitestone Wealth Advisors, LLC
RIARowlett, TX
AUM $18.8MTEAM 1REPS 3
Millenium Financial Services
RIAAUM $18.8MTEAM 1REPS 1
Visionary Planning & Investment, LLC
RIAAUM $18.8MTEAM 1REPS 1
The Retirement Specialist of Central Ohio
RIANewark, OH
AUM $18.8MTEAM 3REPS 2
Rain Dog Financial
RIABellevue, WA
AUM $18.8MTEAM 1REPS 1
Longest & Young, LLC
RIAKnoxville, TN
AUM $18.8MTEAM 2REPS 2
Otium Advisory Group, LLC
RIAAUM $18.8MTEAM 1REPS 1
X and Y Advisors, Inc.
RIAEl Segundo, CA
AUM $18.8MTEAM 2REPS 2
Ryan Heritage, LLP
RIASaddle Brook, NJ
AUM $18.8MTEAM 7REPS 3
Lifepoint Financial Design
RIASalt Lake City , UT
AUM $18.8MTEAM 1REPS 1
MLD Investment Advisory, Inc.
RIAHenderson, NV
AUM $18.8MTEAM 1REPS 1
Public Advisors LLC
RIANew York, NY
AUM $18.8MTEAM 44REPS 9
Ruda Financial
RIAAUM $18.8MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?