RIAs: Under $100M AUM
12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Shanti Capital LLC
RIAAUM $8KTEAM 1REPS 2
Dinerazo Inc.
RIANorth Miami, FL
AUM $7.5KTEAM 4REPS 3
Atlas Capital Advisory LLC
RIAAUM $7.4KTEAM 1REPS 1
Nestvst
RIASugar Land, TX
AUM $7.1KTEAM 4REPS 1
American Dream
RIASt Petersburg, FL
AUM $6.7KTEAM 1REPS 1
Onward Financial Advising LLC
RIAAUM $6.6KTEAM 1REPS 1
Young Investment Advisors, Inc
RIAAtlanta, GA
AUM $6.3KTEAM 2REPS 7
YRN Industries LLC
RIAAUM $6.3KTEAM 1REPS 1
Johnson, Marshall, Lee
RIAAUM $6.2KTEAM 1REPS 1
Whiteswan Trading Corporation
RIASan Francisco, CA
AUM $6KTEAM 1REPS 1
Juarez, Andreas
RIAAUM $5.7KTEAM 1REPS 1
Cardinal Wealth Management LLC
RIAAUM $5KTEAM 1REPS 1
Carbon Wealth Management
RIATampa, FL
AUM $5KTEAM 3REPS 1
Hammond Wealth Partners
RIAAUM $4.4KTEAM 1REPS 1
EL Menudo Cuenta LLC
RIAMiami, FL
AUM $3.6KTEAM 1REPS 5
American Investment Management Group LLC
RIAAUM $3.5KTEAM 1REPS 1
Crecer
RIAAUM $3.5KTEAM 2REPS 2
Affordable Life Plans, LLC
RIAFrisco, TX
AUM $3.2KTEAM 5REPS 1
Crenshaw Capital Management
RIALos Angeles, CA
AUM $3.1KTEAM 1REPS 1
Temecula Valley Stock Exchange
RIAAUM $3KTEAM 1REPS 1
Tartan Capital Advisors LLC
RIAHenderson, NV
AUM $2.4KTEAM 2REPS 2
Mary & Pip
RIAAUM $2.2KTEAM 2REPS 2
PFS Capital, LLC
RIANew York, NY
AUM $2.1KTEAM 1REPS 1
BK Chin
RIANewport Beach, CA
AUM $2KTEAM 1REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?