RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Navesink Advisors LLC
RIAAUM $400KTEAM 2REPS 2
WHN Investor Services, Inc.
RIAAUM $400KTEAM 1REPS 1
Stone Fox Capital Advisors, LLC
RIAAUM $400KTEAM 1REPS 1
Pine Ridge Wealth LLC
RIAAUM $399KTEAM 1REPS 1
Squam Lakes Investment Management, LLC
RIAAUM $398KTEAM 1REPS 1
Investream
RIAAUM $398KTEAM 1REPS 1
Heartworth Financial LLC
RIASt Louis Park, MN
AUM $396KTEAM 1REPS 1
Greenerbucks
RIASacramento, CA
AUM $396KTEAM 2REPS 2
Trigofi
RIAEmeryville, CA
AUM $395KTEAM 1REPS 1
Gaylord Wealth Management, LLC
RIARocklin, CA
AUM $395KTEAM 1REPS 1
Apiis Wealth Management Corp.
RIABuena Park, CA
AUM $393KTEAM 2REPS 2
Opulent Strategies, LLC
RIAAUM $392KTEAM 1REPS 2
Milieu Personal Finance LLC
RIAAUM $387KTEAM 1REPS 1
Colemma Asset Management LLC
RIAAUM $387KTEAM 1REPS 1
Compounding Gems Advisors, LLC
RIAAUM $381KTEAM 2REPS 2
Brodie Wealth Management
RIACary, NC
AUM $379KTEAM 1REPS 1
Legacy Advisory Group, Inc.
RIAHermitage, PA
AUM $377KTEAM 3REPS 2
New Green Capital, LLC
RIAAUM $375KTEAM 1REPS 1
CTF Financial Services, Inc.
RIAOcala, FL
AUM $373KTEAM 1REPS 1
Nvest Wise, LLC
RIAAUM $371KTEAM 1REPS 1
Salinas Asset Management, LLC
RIATexas City, TX
AUM $367KTEAM 1REPS 1
Gramel Capital Management LLC
RIAAUM $364KTEAM 1REPS 2
Inversso, LLC
RIAAUM $363KTEAM 1REPS 2
Ludus Capital, LLC
RIAAUM $360KTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?