RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Stephen R Williams Investment Advisor LLC
RIAAUM $11MTEAM 1REPS 1
Yendrey Wealth Management LLC
RIAVictoria, TX
AUM $11MTEAM 2REPS 2
R.J. Sutts & Company
RIAAUM $11MTEAM 1REPS 1
Pearson Investment Management, LLC
RIAAUM $11MTEAM 1REPS 1
Aloft Financial
RIAAUM $11MTEAM 2REPS 2
Ernst & Co Wealth Management, LLC
RIAAUM $11MTEAM 1REPS 1
Bozeman, L.L.C.
RIASpokane, WA
AUM $11MTEAM 3REPS 6
Hathaway Advisory
RIAArlington, MA
AUM $11MTEAM 1REPS 1
New Observer Capital Management, LLC
RIAAUM $11MTEAM 1REPS 1
Rchristianfinancial Consultants, LLC "the Clients Fiduciary"
RIAAUM $11MTEAM 1REPS 2
Strasburg Asset Management Company LLC
RIAAUM $11MTEAM 1REPS 1
Pico Associates
RIAOakland, CA
AUM $11MTEAM 1REPS 1
Tuliptree Advisors
RIAAUM $11MTEAM 1REPS 1
Sail Loft Capital Management LLC
RIAAUM $11MTEAM 1REPS 1
Doncaster Wealth LLC
RIAAUM $11MTEAM 1REPS 1
Serene Growth Partners LLC
RIAAUM $11MTEAM 1REPS 1
Key Financial Concepts, Inc.
RIAVernon, CT
AUM $11MTEAM 2REPS 1
Wilco Financial, LLC
RIAAUM $11MTEAM 1REPS 1
Popa Financial Services, Inc.
RIABethel Park, PA
AUM $11MTEAM 2REPS 2
Jurkiewicz, Christopher
RIANew York, NY
AUM $11MREPS 1
Investek Company
RIAAUM $10.9MTEAM 1REPS 1
Bsquare Investalytix LLC
RIAAUM $10.9MTEAM 1REPS 1
KTE Capital Management, LLC
RIAAUM $10.9MTEAM 1REPS 1
Wide Eye Capital
RIAAUM $10.9MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?