RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Aspire Financial Advisors, Inc.
RIAAUM $4.9MREPS 1
Wallace Advisors
RIAAUM $4.9MTEAM 1REPS 1
Lybis Investing
RIAAUM $4.9MTEAM 1REPS 1
Larsen Financial Services
RIAAUM $4.9MTEAM 1REPS 1
Guepardo Investimentos Ltda
RIASo Paulosp
AUM $4.9MTEAM 11REPS 4
Sun Global LLC
RIAKing Of Prussia, PA
AUM $4.9MTEAM 3REPS 6
Barton Creek Advisors, LLC
RIAAUM $4.9MTEAM 1REPS 1
J.Pappas Investments
RIAAUM $4.9MTEAM 2REPS 1
JLE Wealth Management, LLC
RIASan Diego, CA
AUM $4.9MTEAM 1REPS 1
Retirement & Investment Planning, Inc.
RIAPetoskey, MI
AUM $4.9MTEAM 2REPS 1
By Design Financial Planning
RIAGreensboro, NC
AUM $4.9MTEAM 1REPS 1
Grizzle Investment Management LLC
RIAAUM $4.9MTEAM 3REPS 3
Foresight Investing
RIAAUM $4.9MTEAM 1REPS 1
Campos Financial
RIAMiami, FL
AUM $4.9MTEAM 1REPS 1
Skinner Financial Services
RIASioux Falls, SD
AUM $4.9MTEAM 1REPS 1
John Masters, Cpa, Pc
RIAAtlanta, GA
AUM $4.9MTEAM 2REPS 1
Wojick Capital Management
RIAAUM $4.9MTEAM 1REPS 1
Reliance Capital Holdings, LLC
RIASouthfield, MI
AUM $4.9MTEAM 1REPS 1
Fleschner Investments
RIAAUM $4.9MTEAM 1REPS 1
Colloquium Asset Management, Inc.
RIANovi, MI
AUM $4.9MTEAM 1REPS 1
H&C Financial Services LLC
RIAAUM $4.9MREPS 1
Golden Goose Wealth Planning
RIAAUM $4.9MTEAM 1REPS 1
Harrison Capital Management
RIAAUM $4.9MTEAM 1REPS 1
Whitfill Investment Management, LLC
RIAKingwood, TX
AUM $4.9MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?