RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Chaps Lifestyle LLC
RIAAUM $225KTEAM 1REPS 1
Malcolm Capital Management LLC
RIAAUM $223KTEAM 1REPS 1
Virtuoso Wealth Management
RIAAUM $223KTEAM 1REPS 1
Argus Efficient Capital, LLC
RIAAUM $223KTEAM 1REPS 1
Primus Trust
RIAWindermere, FL
AUM $222KTEAM 1REPS 1
Hillhurst Wealth Management LLC
RIAAUM $219KTEAM 1REPS 1
Shai Weinbaum Investment Management
RIAAUM $219KTEAM 1REPS 1
L & B Realty Advisors, LLP
RIADallas, TX
AUM $219KTEAM 70REPS 7
Aris Alpha LLC
RIAAUM $217KTEAM 1REPS 1
Formynder Wealth Management, LLC
RIAAUM $216KTEAM 1REPS 1
Lotus Oak Capital Institute
RIAAUM $215KTEAM 1REPS 1
Scott Clampitt, Registered Investment Advisor
RIAAUM $213KTEAM 1REPS 1
Douglas Capital Advisors
RIAManor, TX
AUM $210KTEAM 3REPS 2
Veritas Private Wealth Management
RIAFranklin, TN
AUM $210KTEAM 2REPS 1
First Perspective Capital LLC
RIANational Harbor, MD
AUM $210KTEAM 1REPS 1
401k Advisory Group, Inc.
RIAAUM $205KTEAM 1REPS 1
Brightpath Financial Advisors, LLC
RIAAUM $204KTEAM 1REPS 1
Alphaplus Investment Management LLC
RIAAUM $204KTEAM 1REPS 1
Mcclure Private Wealth, LLC
RIAAUM $202KTEAM 1REPS 1
JP Law And Wealth Advisors Pllc
RIAMaitland, FL
AUM $201KTEAM 1REPS 1
Cashew Financial, LLC
RIAAUM $200KTEAM 1REPS 1
Trilogy Advisors
RIAAUM $200KTEAM 1REPS 1
A.G. Advisory Firm, LLC
RIAAUM $200KTEAM 1REPS 1
Springboard Financial Services
RIAAUM $200KTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?