RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
PMC Wealth, LLC
RIAClarence, NY
AUM $550KTEAM 2REPS 2
Dtcarson Asset Management
RIAAUM $550KTEAM 1REPS 1
WJ Consulting LLC
RIAAUM $545KTEAM 1REPS 1
ROW Your Own Boat
RIAAUM $544KTEAM 1REPS 1
Invasor Capital Management, LLC
RIAScottsdale, AZ
AUM $543KTEAM 1REPS 1
Wholeness Financial
RIAAUM $541KTEAM 1REPS 1
Stepping Stone Advisors, LLC
RIAAUM $541KTEAM 1REPS 1
W.H. Lewis Financial, LLC
RIAAUM $540KTEAM 1REPS 1
Premium Alpha Capital, LLC
RIAAUM $540KTEAM 1REPS 1
Select Investment Services
RIASanta Barbara, CA
AUM $539KTEAM 1REPS 1
NPW Inc.
RIAOakville, Ontario
AUM $536KTEAM 5REPS 3
Chinea Wealth Management LLC
RIAGuaynabo, PR
AUM $530KTEAM 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
Whistle Stop Financial Advice
RIAAUM $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
21st Financial
RIAGrand Forks, ND
AUM $525KTEAM 1REPS 1
Streetwise Capital
RIAAUM $525KTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?