RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Convexbeta Investments, LLC
RIAAUM $17.8MTEAM 1REPS 2
HOT Springs Asset Management, Inc.
RIAHot Springs Village, AR
AUM $17.8MTEAM 2REPS 2
Sandos Financial
RIAAUM $17.8MTEAM 2REPS 2
Five Keys Private Advisors LLC
RIADallas, TX
AUM $17.7MTEAM 2REPS 2
Bloom Investment Advisors, LLC
RIASan Francisco, CA
AUM $17.7MTEAM 6REPS 1
Financial Staples
RIAAUM $17.7MTEAM 1REPS 1
HPA Financial Group, LLC
RIAAUM $17.7MTEAM 1REPS 1
Aloha Wealthcare Management, LLC
RIAAUM $17.7MTEAM 1REPS 1
Guernica Capital
RIABoise, ID
AUM $17.7MTEAM 1REPS 1
Onesta Wealth Management, LLC
RIAAUM $17.7MTEAM 1REPS 1
Fireside Financial Planning, Inc.
RIASan Jose, CA
AUM $17.7MTEAM 1REPS 1
Hurst & Degraffenried Wealth Management, LLC
RIAAUM $17.7MTEAM 2REPS 2
White Turf Financial LLC
RIAAUM $17.7MTEAM 1REPS 1
Tarascio Financial Planning, LLC
RIAMesa, AZ
AUM $17.7MTEAM 1REPS 2
Lifepath Advisors, LLC
RIAAUM $17.7MTEAM 1REPS 1
LIN Capital Management, LLC
RIASeattle, WA
AUM $17.7MTEAM 1REPS 1
Olson Wealth Management
RIANew Braunfels, TX
AUM $17.7MTEAM 1REPS 1
Ferguson Financial Advisors
RIAAUM $17.7MTEAM 1REPS 1
Flat Fee Financial LLC
RIAAUM $17.7MTEAM 1REPS 1
Stybr & Associates
RIAAUM $17.7MTEAM 1REPS 2
Legionce Investment Advisors, Inc.
RIAEnglewood, CO
AUM $17.7MTEAM 1REPS 2
Transform Retirement
RIAAUM $17.7MTEAM 1REPS 1
Highrise Wealth Management
RIAMiami, FL
AUM $17.6MTEAM 2REPS 1
New Era Advisory
RIAOrlando, FL
AUM $17.6MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?