RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Creative Financial Strategies, Inc.
RIALittleton, NH
AUM $293KTEAM 1REPS 1
Financial Empowerment
RIAAUM $293KTEAM 1REPS 1
Kingsmore Wealth Management, LLC
RIAAUM $293KTEAM 1REPS 1
Retirement Planners
RIAEl Segundo, CA
AUM $290KTEAM 1REPS 1
Gold Path Investment Group
RIAAUM $288KTEAM 3REPS 1
Houndstooth Investment Management
RIAAUM $287KTEAM 1REPS 1
Belov Consulting LLC
RIAAUM $285KTEAM 1REPS 1
ADI Mahajan Cpa Pc
RIAResearch Triangle Park, NC
AUM $284KTEAM 1REPS 1
PMC Wealth, LLC
RIAClarence, NY
AUM $280KTEAM 1REPS 1
Hudson House Capital Incorporated
RIALondon
AUM $280KTEAM 2REPS 2
Kerns Legacy Planning
RIAPhoenix, AZ
AUM $277KTEAM 1REPS 1
Abacus Wealth International (Awi)
RIASanta Ana, CA
AUM $274KTEAM 1REPS 1
Ascend Private Wealth Management
RIAAUM $273KTEAM 1REPS 1
Taub Investment Planning Services LLC
RIAAUM $273KTEAM 1REPS 1
Capitalwize, LLC
RIAAtlanta, GA
AUM $272KTEAM 8REPS 9
Visionary Wealth Management LLC
RIAAUM $271KTEAM 1REPS 1
MIA Lee Financial
RIAAlbany, NY
AUM $270KTEAM 1REPS 1
Harlig Financials
RIAAUM $270KTEAM 1REPS 1
Pacific Equity Advisors LLC
RIALa Jolla, CA
AUM $268KTEAM 1REPS 1
Heritage Hill Adviser
RIAAUM $268KTEAM 1REPS 1
York Wealth Management, LLC
RIAAUM $267KTEAM 1REPS 1
Brookwood Financial Services
RIAOscoda, MI
AUM $266KTEAM 1REPS 1
Conaghan Financial Services
RIAAUM $263KTEAM 1REPS 1
Gray Lake Advisors
RIAAUM $262KTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?