RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Metcalf Investment Management, LLC
RIAAtlanta, GA
AUM $2.6MTEAM 1REPS 1
RWC Wealth Management, Inc.
RIAMontgomery, AL
AUM $2.6MTEAM 1REPS 1
Empire Wealth Management, LLC
RIAAUM $2.6MTEAM 1REPS 1
Long Advisors LLC
RIAAUM $2.6MTEAM 1REPS 1
Independent Financial Solutions Group
RIAMorehead City, NC
AUM $2.5MTEAM 1REPS 1
JWC Advisors
RIAAUM $2.5MTEAM 1REPS 1
Mark Monreal & Associates
RIAAUM $2.5MTEAM 1REPS 1
Hughes Wealth Management Incorporated
RIAAUM $2.5MREPS 1
Whale
RIAChicago, IL
AUM $2.5MTEAM 7REPS 1
Cairn Investor Services
RIAAUM $2.5MTEAM 1REPS 1
Aionios Capital Partners, LLC
RIANewport Beach, CA
AUM $2.5MTEAM 1REPS 1
Omni Investment Solutions LLC
RIAMesa, AZ
AUM $2.5MTEAM 3REPS 4
Total Financial Planning, LLC
RIAAUM $2.5MTEAM 1REPS 1
Differential Planning LLC
RIAAUM $2.5MTEAM 1REPS 1
Inexco Advisors LLC
RIAAUM $2.5MTEAM 3REPS 3
Kwma
RIAAUM $2.5MTEAM 1REPS 1
Greenfield Financial Services, LLC
RIAAUM $2.5MTEAM 1REPS 1
JRM Capital Management Inc.
RIAAUM $2.5MTEAM 1REPS 2
My Investment Path
RIACoral Gables, FL
AUM $2.5MTEAM 2REPS 2
Flourish Financial Life Planning
RIAAUM $2.5MREPS 1
Idylian Capital
RIAMcallen, TX
AUM $2.5MTEAM 2REPS 2
Proyash Capital Management
RIAAUM $2.5MTEAM 2REPS 1
Edmd Financial Strategies, LLC
RIASan Ramon, CA
AUM $2.5MTEAM 1REPS 1
Flatlands Wealth LLC
RIAOklahoma City, OK
AUM $2.5MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?