RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Premium Alpha Capital, LLC
RIAAUM $540KTEAM 1REPS 1
W.H. Lewis Financial, LLC
RIAAUM $540KTEAM 1REPS 1
Advanced Math Investing Inc
RIAAUM $539KTEAM 1REPS 1
Select Investment Services
RIASanta Barbara, CA
AUM $539KTEAM 1REPS 1
CV Securities Analysis, LLC
RIAAUM $537KTEAM 1REPS 1
NPW Inc.
RIAOakville, Ontario
AUM $536KTEAM 5REPS 3
Corollary Capital LLC
RIAAUM $534KTEAM 1REPS 1
Physicians' Financial L.C.
RIAAUM $530KTEAM 1REPS 1
Turtle Creek Wealthcare
RIAAUM $530KTEAM 1REPS 1
Brian Dennis, Cfp®
RIACalabasas, CA
AUM $529KTEAM 1REPS 1
Stars & Stripes Financial Advisors
RIAAUM $529KTEAM 1REPS 1
Herrick Portfolio Management Co
RIAAUM $528KTEAM 1REPS 1
Eden Family Wealth Group, LLC
RIAAUM $528KTEAM 1REPS 1
Forsythia Financial
RIABloomfield Hills, MI
AUM $527KTEAM 1REPS 1
S & L Financial Management
RIAAUM $527KTEAM 1REPS 1
TIP Top Financial Advisors
RIAAUM $526KREPS 1
Streetwise Capital
RIAAUM $525KTEAM 1REPS 1
21st Financial
RIAGrand Forks, ND
AUM $525KTEAM 1REPS 1
SAN Antonio Wealth, LLC
RIAAUM $523KTEAM 2REPS 2
Financial Planning by Design
RIAAUM $519KTEAM 1REPS 1
Tangent Financial
RIAAUM $518KTEAM 1REPS 1
Kauzer Capital Management, LLC
RIAWalnut Creek, CA
AUM $515KTEAM 1REPS 1
Warner Investments, LLC
RIAAUM $513KTEAM 1REPS 1
Transformation Wealth Management, LLC
RIAAtlanta, GA
AUM $512KTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?