RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Premier Prosperity Advisors LLC
RIAAUM $11.7MTEAM 1REPS 1
Capital Stewards, LLC
RIAHuntsville, AL
AUM $11.7MTEAM 1REPS 1
Allora Wealth, LLC
RIAAUM $11.7MTEAM 1REPS 1
Securities Industry Management Corp.
RIAAUM $11.7MTEAM 1REPS 2
Livingston Financial Planning, Inc.
RIASanta Rosa Beach, FL
AUM $11.7MTEAM 2REPS 2
Aequitas Equitas Wealth Management LLC
RIAAUM $11.7MTEAM 2REPS 1
Winter Harbor Advisors, L.L.C.
RIAAUM $11.7MTEAM 1REPS 1
SAT Financial Advisors Inc.
RIAAUM $11.7MTEAM 1REPS 1
LIV Wealth Management
RIALong Lake, MN
AUM $11.7MTEAM 1REPS 1
Sterling Advisor Group
RIAMesa, AZ
AUM $11.7MTEAM 7REPS 2
Paladin Retirement Advisors
RIANewtown, PA
AUM $11.6MTEAM 2REPS 1
Chester Financial Services LLC
RIAAUM $11.6MTEAM 1REPS 1
Isadore Private Wealth, LLC
RIATraverse City, MI
AUM $11.6MTEAM 1REPS 1
Broadpark Advisors, LLC
RIACharlottesville, VA
AUM $11.6MTEAM 1REPS 1
Martos Wealth Management
RIABellevue, WA
AUM $11.6MTEAM 2REPS 1
72capital, LLC
RIAAUM $11.6MTEAM 1REPS 1
Professional Asset Management, Inc
RIAAUM $11.6MTEAM 2REPS 2
Burris Wealth Management, Inc.
RIASurprise, AZ
AUM $11.6MTEAM 1REPS 1
Efficient Capital Strategies, LLC
RIABarrington, RI
AUM $11.6MTEAM 1REPS 1
Sapphire Wealth Planning LLC
RIAOverland Park, KS
AUM $11.6MTEAM 2REPS 2
Pathway Planning Inc
RIABrookhaven, MS
AUM $11.6MTEAM 2REPS 2
Kennedy Investment Counsel LLC
RIAAUM $11.6MTEAM 1REPS 1
Cadger Tax and Financial Inc.
RIAAUM $11.6MTEAM 1REPS 1
Balance Cash Management Inc.
RIASan Francisco, CA
AUM $11.6MTEAM 10REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?