RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Randolph & Associates, LLC
RIAAUM $11.2MTEAM 1REPS 1
The Wf Group, LLC
RIAAUM $11.2MTEAM 1REPS 1
Guidesource Capital Management, LLC
RIAAUM $11.2MTEAM 1REPS 1
Bancreek Capital Strategies, LLC
RIASanta Monica, CA
AUM $11.2MTEAM 3REPS 5
Prometheus Wealth Management, LLC
RIAAUM $11.2MTEAM 1REPS 1
Prepared Financial Planning
RIAAUM $11.2MTEAM 1REPS 1
First Move Financial, LLC
RIAAUM $11.2MTEAM 1REPS 1
White Crest Capital
RIAAUM $11.2MTEAM 1REPS 1
Tortoise Wealth Management
RIATempe, AZ
AUM $11.2MTEAM 1REPS 1
Berunda Capital Management
RIAPrinceton, NJ
AUM $11.2MTEAM 2REPS 2
Gemstone Wealth Management
RIAAUM $11.2MTEAM 1REPS 1
Ville Wealth Management
RIAAUM $11.1MTEAM 1REPS 1
9m Investments, LLC
RIAAUM $11.1MTEAM 1REPS 1
Featherstone Investment Advisory
RIAAUM $11.1MTEAM 1REPS 1
Haystack Financial Planning
RIAAUM $11.1MTEAM 1REPS 1
Kitsman Investment Management
RIAAmarillo, TX
AUM $11.1MTEAM 1REPS 1
Norberg Capital Management, LLC
RIAAUM $11.1MTEAM 2REPS 1
Income Associates
RIABarrington, RI
AUM $11.1MTEAM 1REPS 1
Broman & Greig Asset Management, LLC
RIAWestlake Village, CA
AUM $11.1MTEAM 1REPS 1
AM Wealth Solutions, LLC
RIAAUM $11.1MTEAM 1REPS 1
Denner Capital Management
RIAAUM $11.1MTEAM 1REPS 1
Encompass Wealth Management LLC
RIALibertyville, IL
AUM $11.1MTEAM 1REPS 1
Lyons Asset Management
RIAAUM $11.1MTEAM 1REPS 2
Yorkville Capital Management LLC
RIAAUM $11.1MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?