RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Marin Wealth Advisors LLC
RIASan Rafael, CA
AUM $76.1MTEAM 5REPS 2
Weigelfam
RIAAUM $76.1MTEAM 2REPS 2
MDH Investment Management, Inc.
RIAEast Liverpool, OH
AUM $76.1MTEAM 1REPS 2
Skadvisors, LLC
RIAAUM $76.1MTEAM 4REPS 4
Capital-E-Advisors
RIAAUM $76.1MTEAM 1REPS 1
BIN Yuan Capital (Cayman) Limited
RIAGrand Cayman
AUM $76MTEAM 24REPS 7
Cowdell Investments, LLC
RIAAUM $76MTEAM 2REPS 4
Doll Capital Advisors Incorporated
RIASan Juan Capastrano, CA
AUM $76MTEAM 1REPS 1
Gallugi Wealth Management, LLC
RIANorth Reading, MA
AUM $76MTEAM 2REPS 2
Prospective Value Partners LLC
RIADes Moines, IA
AUM $76MTEAM 1REPS 1
Capital Investment Management Inc.
RIAAUM $75.9MTEAM 2REPS 1
Cuthbert Capital Management LLC
RIAAUM $75.9MTEAM 1REPS 1
Shoreline Capital Management, Ltd.
RIAGuangzhou
AUM $75.9MTEAM 15REPS 3
AS Trigon Asset Management
RIATallinn
AUM $75.9MTEAM 10REPS 3
JC Financial Planning & Investments, LLC
RIAAUM $75.9MTEAM 1REPS 1
Sage Path Solutions
RIAAUM $75.8MTEAM 1REPS 1
Prism Wealth Management
RIAWooster, OH
AUM $75.8MTEAM 3REPS 3
SBC Investment Management, LLC
RIAScottsdale, AZ
AUM $75.7MTEAM 3REPS 2
Valuealigned Partners
RIARed Bank, NJ
AUM $75.7MTEAM 2REPS 1
Regent Wealth Management, Inc.
RIATulsa, OK
AUM $75.7MTEAM 2REPS 4
Shepherd Wealth Partners
RIAAUM $75.7MTEAM 2REPS 3
Centauri Advisory Group, Inc.
RIAZelienople, PA
AUM $75.7MTEAM 4REPS 4
Holland Financial Services, Inc.
RIAAthens, GA
AUM $75.6MTEAM 3REPS 1
Duke And Duke Wealth Management LLC
RIADoylestown, PA
AUM $75.6MTEAM 4REPS 5
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?