RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Mccauley Investments Advisors LLC
RIAGuilford, CT
AUM $9.2MTEAM 1REPS 1
Guarascio Consultants, LLC
RIAAUM $9.2MTEAM 1REPS 1
Value Financial Services Corp.
RIAAUM $9.2MTEAM 1REPS 1
Rational Investment Methodology
RIAAUM $9.2MTEAM 1REPS 1
RMW Wealth Management, LLC
RIAAUM $9.2MTEAM 2REPS 3
Investment Management Services Group, LLC
RIAMelbourne, FL
AUM $9.2MTEAM 3REPS 3
Center Stage Planning LLC
RIAAUM $9.2MTEAM 2REPS 1
Midway Partners Capital Management, LLC
RIAAUM $9.2MTEAM 1REPS 1
Sondhi Capital, LLC
RIAAUM $9.2MTEAM 1REPS 1
DBA Farmstead Investment Management
RIAAUM $9.1MTEAM 1REPS 0
Monadnock Retirement Solutions, LLC
RIAAUM $9.1MTEAM 1REPS 1
Kingdom Wealth Development, LLC
RIAWest Des Moines, IA
AUM $9.1MTEAM 1REPS 1
Southern Pacific Asset Management L.L.C.
RIAYuma, AZ
AUM $9.1MTEAM 1REPS 1
Three Sheep Wealth Management, LLC
RIAMonterey, CA
AUM $9.1MTEAM 1REPS 1
Canopy Financial Solutions
RIAAUM $9.1MTEAM 1REPS 1
Liberated Investor Advisors, LLC
RIAAUM $9.1MTEAM 2REPS 2
Acanto, LLC
RIAAUM $9.1MTEAM 2REPS 2
Pecusavvy Financial
RIAEl Paso, TX
AUM $9.1MTEAM 1REPS 1
Cloverhill Capital Management
RIANew York, NY
AUM $9.1MTEAM 1REPS 1
Vitality Wealth
RIAIdaho Falls, ID
AUM $9.1MTEAM 2REPS 2
Granite State Capital Management, LLC
RIAAUM $9.1MTEAM 1REPS 1
Seamless Financial Planning
RIAAUM $9.1MTEAM 1REPS 1
Benjamins Money
RIAMclean, VA
AUM $9.1MTEAM 3REPS 1
Layari Financial
RIABrea, CA
AUM $9.1MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?