RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Cardinal Mark LLC
RIAAUM $12.1MTEAM 1REPS 1
Long Cast Advisers, LLC
RIABrooklyn, NY
AUM $12.1MTEAM 1REPS 1
Peak Horizons Capital
RIAClearfield, UT
AUM $12.1MTEAM 1REPS 1
O'Toole Strategic Investments LLC
RIALongwood, FL
AUM $12.1MTEAM 2REPS 2
Rising Financial
RIAAUM $12.1MTEAM 2REPS 1
Novice Capital LLC
RIASan Mateo, CA
AUM $12.1MTEAM 1REPS 1
Palos Management Inc.
RIAMontreal
AUM $12.1MTEAM 18REPS 4
Capital Wealth Management
RIATewksbury, MA
AUM $12MTEAM 1REPS 1
Expat Financial Solutions
RIAMiami Beach, FL
AUM $12MTEAM 1REPS 2
Haysley Financial Services, Inc.
RIALake Mary, FL
AUM $12MTEAM 1REPS 1
Harvey & Companies, Inc.
RIASt Petersburg, FL
AUM $12MTEAM 2REPS 2
Gaoan Capital Management LLC
RIAAUM $12MTEAM 3REPS 1
Porter Wealth Management, LLC
RIAAtlanta, GA
AUM $12MTEAM 1REPS 1
Harris Wealth Management, Inc.
RIAAUM $12MTEAM 1REPS 1
Net Worth Advisory Services
RIAAUM $12MTEAM 1REPS 1
Cadence Planning, LLC
RIAFrederick, MD
AUM $12MTEAM 1REPS 1
Aris Capital Strategies, LLC
RIAAUM $12MTEAM 2REPS 2
Freedom Capital Management, Inc.
RIAAUM $12MTEAM 1REPS 1
Pelleton Capital Management, Ltd.
RIAScottsdale, AZ
AUM $12MTEAM 1REPS 1
Rowayton Investment Advisors
RIAAUM $12MTEAM 1REPS 1
Spree Capital Advisers
RIADarien, CT
AUM $12MTEAM 1REPS 1
Capital Management Services
RIAAUM $12MTEAM 1REPS 1
World Trends Wealth Management, LLC
RIAAUM $12MTEAM 1REPS 1
Customers' Yachts Advisers, Inc.
RIANew York, NY
AUM $12MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?