RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Legatum Services LLC
RIASt. Augustine, FL
AUM $1.6MTEAM 1REPS 1
Ridgeback Wealth Management
RIAPeachtree City, GA
AUM $1.6MTEAM 1REPS 1
Bishopsgate Investment Company
RIAAUM $1.6MTEAM 1REPS 1
Freedom Asset Management Inc.
RIAAUM $1.6MTEAM 1REPS 1
Summit Gates Capital
RIAAUM $1.6MTEAM 1REPS 1
Sigma Capital Management
RIAAUM $1.6MTEAM 1REPS 1
Wellfin360
RIAAUM $1.6MTEAM 1REPS 1
Portafolio Capital Management
RIASan Antonio, TX
AUM $1.6MTEAM 1REPS 1
Create Your Path LLC
RIAAUM $1.6MTEAM 1REPS 1
Abbington Wells LLC
RIAAUM $1.6MTEAM 1REPS 1
Hartman, Jeremy
RIAAUM $1.6MTEAM 1REPS 1
Gwblake & Company
RIAAUM $1.6MTEAM 1REPS 1
SE Hunt Capital, LLC
RIAAUM $1.6MTEAM 1REPS 1
Winston Wealth Strategies, LLC
RIAAUM $1.5MTEAM 1REPS 1
Soaring Investment Management, LLC
RIAAUM $1.5MTEAM 1REPS 1
Hilty Wealth Management LLC
RIAAUM $1.5MTEAM 1REPS 1
To One Asset Management
RIAHr10000 Zagreb
AUM $1.5MTEAM 1REPS 1
Park Financial Planning Solutions, LLC
RIAAUM $1.5MTEAM 1REPS 1
BVB And Partners S.A.
RIAGeneva
AUM $1.5MTEAM 1REPS 4
Ascend Investment Management, LLC
RIAAUM $1.5MTEAM 1REPS 3
CRG Wealth, LLC
RIAClear Lake, MN
AUM $1.5MTEAM 1REPS 1
Dakota Wealth Advisors LLC
RIABismarck, ND
AUM $1.5MTEAM 1REPS 1
Phan Capital
RIAAUM $1.5MTEAM 1REPS 1
Dehoff Wealth Advisory LLC
RIAAUM $1.5MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?