RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Mountain Ash Capital LLC
RIABrooklynn, NY
AUM $841KTEAM 1REPS 1
Pivotpoint Advisors, LLC
RIAAUM $840KREPS 1
Envisionx Capital, LLC
RIAAUM $840KTEAM 1REPS 1
Global Hill Wealth Advisors LLC
RIAAUM $840KTEAM 1REPS 1
Envisionvest
RIAHouston, TX
AUM $838KTEAM 1REPS 1
Alphanso
RIAAUM $838KTEAM 9REPS 2
DTM Advisory Group LLC
RIANeptune, NJ
AUM $838KTEAM 1REPS 1
Briarcliff Manor Wealth Advisors
RIAAUM $836KTEAM 1REPS 1
MER Capital Management, LLC
RIAAlexandria, VA
AUM $829KTEAM 1REPS 1
Oppenheimerfunds Inc
RIAAtlanta, GA
AUM $828KTEAM 15REPS 7
ST. Therese Financial LLC
RIAAUM $827KTEAM 1REPS 1
Samatva Wealth Management LLC
RIAAUM $825KTEAM 1REPS 1
Inherent Wealth Fund, LLC
RIAPalm Desert, CA
AUM $825KTEAM 2REPS 1
Moonshot Planning LLC
RIAAUM $820KTEAM 1REPS 1
RF Capital Management
RIAArcadia, CA
AUM $816KTEAM 1REPS 1
The Tilted Funds Group, LLC
RIACupertino, CA
AUM $811KTEAM 1REPS 2
Ransome Asset Management
RIAAUM $810KTEAM 1REPS 1
Lake Highlands Capital Management
RIADallas, TX
AUM $810KTEAM 1REPS 1
Tusker Wealth Management, LLC
RIAAUM $810KTEAM 1REPS 1
19:21 Investing
RIAAUM $810KTEAM 1REPS 1
Taylor Financial Consulting
RIALantana, TX
AUM $807KTEAM 1REPS 1
OLA Invierte, LLC
RIAAUM $804KTEAM 1REPS 1
Brookside Capital Group LLC
RIAAUM $800KTEAM 1REPS 1
Jamerson-Crosby Investment Advisors LLC
RIAAUM $800KTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?