RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
The Money Guys
RIAAUM $17.4MTEAM 1REPS 1
ABA Capital LLC
RIAAUM $17.4MTEAM 1REPS 1
Focus Wealth Advisors LLC
RIAAUM $17.4MTEAM 2REPS 2
Mead Wealth Management LLC
RIAAUM $17.4MTEAM 1REPS 1
Vios Asset Management LLC
RIASan Francisco, CA
AUM $17.4MTEAM 3REPS 1
Bdkmarketgroup Investment Management LLC
RIAWellesley, MA
AUM $17.4MTEAM 1REPS 1
Mesa Wealth Management
RIACamarillo, CA
AUM $17.4MTEAM 1REPS 1
Cooper Capital, Inc.
RIASandpoint, ID
AUM $17.4MTEAM 1REPS 1
First Hedge Capital Management
RIAAUM $17.4MTEAM 2REPS 2
Rosenthal Capital Management, LLC
RIAAUM $17.4MTEAM 1REPS 2
CLB Financial
RIAAUM $17.4MTEAM 1REPS 1
EMW Capital Advisors, LLC
RIAAUM $17.4MTEAM 1REPS 1
Spring Capital Management
RIAAUM $17.4MTEAM 1REPS 1
Saddle River Capital Management, LLC
RIAAUM $17.4MTEAM 2REPS 2
Chestnut Investment Advisory
RIAGlenside, PA
AUM $17.4MTEAM 3REPS 1
WI Partners, LLC
RIABoston, MA
AUM $17.4MTEAM 2REPS 2
Cleartree Asset Management, Inc.
RIATampa, FL
AUM $17.3MTEAM 1REPS 1
Millers Financial Group, LLC
RIALancaster, PA
AUM $17.3MTEAM 1REPS 1
Karafilis Investments Corporation
RIAAUM $17.3MTEAM 2REPS 2
Archway Private Wealth LLC
RIAManchester
AUM $17.3MTEAM 3REPS 3
Somerset Wealth Management, LLC
RIAPortland, OR
AUM $17.3MTEAM 2REPS 2
Cone Advisory Group, Inc.
RIAAyden, NC
AUM $17.3MTEAM 2REPS 2
Oread Wealth Partners
RIAAUM $17.3MTEAM 1REPS 1
Single A Capital, LLC
RIAAUM $17.3MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?