RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
The Dedicated Dollar
RIAAUM $4MTEAM 1REPS 1
Financial Trex, LLC
RIAAUM $4MTEAM 1REPS 1
Tara Financial Group, Inc.
RIAJonesboro, GA
AUM $4MTEAM 3REPS 2
MC Investments & Advisory LLC
RIABurlingame, CA
AUM $4MTEAM 1REPS 1
Integrity Financial Planning, LLC
RIAAUM $4MTEAM 3REPS 3
Pensionbee
RIALondon
AUM $4MTEAM 15REPS 2
JSE Wealth Management LLC
RIAAUM $4MTEAM 1REPS 1
Ocean Financial Advisors LLC
RIAMiami, FL
AUM $4MTEAM 10REPS 10
Landy Investment Management LLC
RIAAUM $4MTEAM 1REPS 1
Investors' Choice Advisory Services, LLC
RIAOrefield, PA
AUM $4MTEAM 1REPS 1
Southeastern Financial Planning, LLC
RIAPensacola, FL
AUM $4MTEAM 1REPS 1
Advisorplanner, LLC
RIAAUM $4MTEAM 1REPS 1
Musser Financial Planning, LLC
RIAAUM $4MREPS 1
Great Lakes Financial Strategies, LLC
RIAAUM $4MTEAM 1REPS 1
Kinvest Capital Management, Inc.
RIAAUM $4MTEAM 1REPS 1
Allied Value, LLC
RIASan Francisco, CA
AUM $4MTEAM 1REPS 1
A.B. Ridgeway Wealth Management LLC
RIAAUM $4MTEAM 1REPS 1
ELM Tree Capital Management LLC
RIAAUM $4MTEAM 1REPS 1
Lion's Eye Wealth LLC
RIAAUM $4MTEAM 1REPS 1
Eubanks Financial
RIAFort Myers, FL
AUM $4MTEAM 1REPS 1
Whitcraft Capital Management
RIAAUM $4MTEAM 1REPS 1
John C. Tumazos
RIAAUM $4MTEAM 2REPS 1
Owlsense Wealth & Legacy Advisors LLC
RIAStevenson Ranch, CA
AUM $4MTEAM 4REPS 2
Financial Guidance Group, LLC
RIASylvester, GA
AUM $4MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?