RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Khalis Financial Advisors LLC
RIAAUM $150KTEAM 1REPS 1
Endurance Private Investments Manager, LLC
RIATucson, AZ
AUM $150KTEAM 1REPS 1
Global Wealth Partners, LLC
RIAScottsdale, AZ
AUM $150KTEAM 2REPS 2
Authentic Financial Planning
RIAAUM $150KTEAM 1REPS 1
Pruvise
RIANewport Beach, CA
AUM $150KTEAM 1REPS 2
Obsidian Wisdom
RIAAUM $150KTEAM 1REPS 1
Path Digital Advisors, LLC
RIAChicago, IL
AUM $150KTEAM 4REPS 4
Fidelity Capital Management Corp
RIAPalm Harbor, FL
AUM $150KTEAM 1REPS 1
Fidalgo Financial Planning
RIAAUM $147KTEAM 1REPS 1
Manzil Investment Advisors, LLC
RIAAUM $147KTEAM 4REPS 3
Mills Financial Group
RIAAUM $146KTEAM 1REPS 1
Titanhub Capital Management LLC
RIAJackson Heights, NY
AUM $145KTEAM 1REPS 1
Bird Financial Group LLC
RIAPhiladelphia, PA
AUM $144KTEAM 2REPS 1
Tannhauser Financial LLC
RIANorth Wales, PA
AUM $143KTEAM 1REPS 1
Purpose1st Financial
RIAAUM $143KTEAM 2REPS 2
Bulltick4u Advisor, LLC
RIAMiami, FL
AUM $143KTEAM 10REPS 3
FMD Wealth Advisors LLC
RIAWhite Plains, NY
AUM $140KTEAM 1REPS 1
Murray Strategic Investment L.L.C.
RIAAUM $140KTEAM 1REPS 1
Baker & Associates Registered Investment Advisors, LLC
RIAAUM $140KTEAM 1REPS 1
Endurance Capital Partners, LLC
RIAPalo Alto, CA
AUM $139KTEAM 1REPS 1
Vincose Capital Management, LLC
RIAAUM $137KTEAM 1REPS 1
Up&Up Capital, Inc.
RIAGlendale, CA
AUM $137KTEAM 1REPS 1
Henchmen Partners
RIAAUM $134KTEAM 1REPS 1
Greiber Capital Management
RIAAUM $132KTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?