RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
MSM Financial, LLC
RIAMinneapolis, MN
AUM $14.4MTEAM 1REPS 1
FWG Investment Management
RIAWinter Park, FL
AUM $14.4MTEAM 2REPS 1
Vision Casting Financial Planning, LLC
RIASpokane, WA
AUM $14.4MTEAM 1REPS 1
FG Wealth Management
RIAAUM $14.4MTEAM 1REPS 1
Mountain Flower Investments & Planning, LLC
RIAAUM $14.4MREPS 1
Proverbi Capital Advisors, LLC
RIAMelbourne, FL
AUM $14.4MTEAM 5REPS 5
Gorham Wealth Management, LLC
RIAGolden, CO
AUM $14.4MTEAM 1REPS 1
Todorow Capital Partners LLC
RIAAUM $14.4MTEAM 1REPS 1
Three Main Points LLC
RIAAUM $14.4MTEAM 1REPS 1
Collins Advisors
RIAAUM $14.4MTEAM 1REPS 1
Access Financial Planning, LLC
RIANewburyport, MA
AUM $14.4MTEAM 1REPS 1
Fortress Capital Advisors
RIAAUM $14.4MTEAM 1REPS 1
Vanterra Capital Gp, LLC
RIANew York, NY
AUM $14.4MTEAM 1REPS 1
Capital Advisors Wealth Management, LLC
RIAAUM $14.4MTEAM 2REPS 2
Networth Capital
RIAMexico City
AUM $14.4MTEAM 2REPS 2
Simaris Financial
RIAAUM $14.4MTEAM 1REPS 1
Murray Ruffell
RIAAUM $14.3MTEAM 1REPS 1
Mayflower Capital
RIAAUM $14.3MTEAM 1REPS 1
Different Investments, LLC
RIAAshburn, VA
AUM $14.3MTEAM 1REPS 1
Philipp Capital Advisors
RIABeachwood, OH
AUM $14.3MTEAM 1REPS 1
Flegal Financial Planning
RIAAUM $14.3MTEAM 1REPS 1
Norton-Barkley Asset Management
RIAAUM $14.3MTEAM 1REPS 1
Blue Slate Investment Management
RIABurlington, VT
AUM $14.3MTEAM 1REPS 1
FQI Capital Management LLC
RIAAUM $14.3MTEAM 2REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?