RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Jardine Financial Group
RIARichardson, TX
AUM $75.4MTEAM 1REPS 1
Active Wealth Advisors
RIAWoodcliff Lake, NJ
AUM $75.4MTEAM 1REPS 1
SQN Capital Management, LLC
RIANew York, NY
AUM $75.4MTEAM 3REPS 1
Telos Wealth
RIAWenatchee, WA
AUM $75.4MTEAM 4REPS 1
NW Advisory
RIAAUM $75.4MTEAM 2REPS 2
Northpointe Investment Advisory, LLC
RIASaint Joseph, MI
AUM $75.4MTEAM 1REPS 1
John Mcandrew Financial Advisors LLC
RIAAUM $75.4MTEAM 1REPS 2
Valoir Wealth LLC
RIAAUM $75.4MTEAM 1REPS 1
Seawise Financial, Inc.
RIACardiff By The Sea, CA
AUM $75.3MTEAM 2REPS 2
Magen Wealth Management, LLC
RIAMiami, FL
AUM $75.3MTEAM 3REPS 1
Wealthtarget Investment Advisors, LLC
RIABakersfield, CA
AUM $75.3MTEAM 1REPS 1
Yeisley Wealth Solutions, Inc.
RIAWichita, KS
AUM $75.3MTEAM 10REPS 1
Moyer Wealth Management
RIAAUM $75.3MTEAM 3REPS 2
Baseline Partners LLC
RIAMesa, AZ
AUM $75.3MTEAM 4REPS 2
Tushaus Wealth Management
RIAScottsdale, AZ
AUM $75.3MTEAM 5REPS 5
Provenire Capital LLC
RIAEden Prairie, MN
AUM $75.3MTEAM 2REPS 2
Vaultis Private Wealth Ltd
RIAAUM $75.2MTEAM 2REPS 2
Leedom Asset Management, Inc.
RIAAUM $75.2MTEAM 1REPS 1
Arkin Financial Advisors, LLC
RIASavannah, GA
AUM $75.2MTEAM 1REPS 1
Kane Financial
RIAWaterville, NY
AUM $75.2MTEAM 4REPS 3
Skybox Financial Group LLC
RIAMiddleburg Heights, OH
AUM $75.2MTEAM 2REPS 2
Tuttle Wealth Partners LLC
RIAAUM $75.1MTEAM 5REPS 6
Texas Institutional Investment Management, LLC
RIASan Antonio, TX
AUM $75.1MTEAM 3REPS 2
Lava Creek Capital Management, LLC
RIASan Rafael, CA
AUM $75.1MTEAM 2REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?