RIAs: Under $100M AUM
12,982 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Strategic Wealth Solutions, LLC
RIAUrbandale, IA
AUM $15.3MTEAM 3REPS 1
DJ Financial
RIARoseburg, OR
AUM $15.3MTEAM 1REPS 1
Oakwater Financial
RIARuston, LA
AUM $15.3MTEAM 1REPS 1
Fairbridge Capital Management, LLC
RIACedar Knolls, NJ
AUM $15.3MTEAM 1REPS 1
Baker Capital Management
RIAAUM $15.3MTEAM 1REPS 1
Porter Investments
RIAHouston, TX
AUM $15.3MTEAM 1REPS 2
Salehi Wealth Management, LLC
RIAAUM $15.3MTEAM 1REPS 1
Garth & Brown Investment Management, LLC
RIAChattanooga, TN
AUM $15.3MTEAM 2REPS 3
Spark Wealth Advisors
RIAAUM $15.3MTEAM 2REPS 2
Tailored Financial Planning
RIAAUM $15.3MTEAM 1REPS 1
CM Capital Partners
RIAMillstone Township, NJ
AUM $15.3MTEAM 3REPS 3
Financial Peak
RIAAUM $15.3MTEAM 1REPS 1
JA Investment Management, LLC
RIAHurricane, WV
AUM $15.3MTEAM 1REPS 1
Savevest, LLC
RIAAUM $15.3MTEAM 1REPS 1
City Capital Management L.L.C.
RIAAUM $15.3MTEAM 1REPS 1
Clbi Investments Inc
RIAWalnut Creek, CA
AUM $15.3MTEAM 1REPS 1
Peacher, Inc.
RIALaguna Beach, CA
AUM $15.3MTEAM 1REPS 1
Caterer Goodman Partners Ltd
RIAAUM $15.3MTEAM 2REPS 2
Brecken Capital Advisors, LLC
RIAAUM $15.3MTEAM 1REPS 1
Stono River Wealth Management LLC
RIAAUM $15.3MTEAM 1REPS 1
Nigido Mullin Investment Strategies, LLC
RIASkillman, NJ
AUM $15.3MTEAM 2REPS 2
Thousand Wealth Management
RIAChesterfield, MO
AUM $15.3MTEAM 2REPS 2
Antonio Andrade, Cfp
RIAUkiah, CA
AUM $15.3MTEAM 1REPS 1
Tarragon Capital, LLC
RIAChattanooga, TN
AUM $15.3MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?