RIAs: Under $100M AUM
12,995 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Stratus Capital Management, LLC
RIAAUM $74.6MTEAM 5REPS 1
Sarasota Capital Strategies,Inc.
RIAOsprey, FL
AUM $74.6MTEAM 3REPS 2
Cenacle Partners
RIAAUM $74.6MTEAM 2REPS 2
Blue River South, LLC
RIAAUM $74.6MTEAM 1REPS 1
Ronald Gelok & Associates, LLC
RIANaples, FL
AUM $74.6MTEAM 11REPS 4
Cassini Capital Management, LLC
RIATallahassee, FL
AUM $74.5MTEAM 3REPS 3
Murawski Wealth Management
RIALos Angeles, CA
AUM $74.5MTEAM 1REPS 2
Traditional Digital
RIAAUM $74.5MTEAM 3REPS 3
RCN Wealth Advisors, Inc.
RIAAUM $74.5MTEAM 1REPS 2
Treussard Capital Management
RIANewport Beach, CA
AUM $74.5MTEAM 1REPS 1
Summit Advisors, LLC
RIACanonsburg, PA
AUM $74.4MTEAM 6REPS 5
Propartners Wealth
RIAColumbia, MO
AUM $74.4MTEAM 6REPS 6
JPS Global Investments, LLC
RIAAUM $74.4MTEAM 1REPS 1
RPM Capital Management, LLC
RIAAUM $74.3MTEAM 2REPS 4
Lytle Investments
RIAGrand Island, NY
AUM $74.3MTEAM 5REPS 5
Saber And Shield Wealth Management, L.L.C.
RIAGarden Ridge, TX
AUM $74.3MTEAM 4REPS 2
Kensington Securities, LLC
RIAAUM $74.3MTEAM 1REPS 1
Ponte Vedra Wealth
RIAPonte Vedra, FL
AUM $74.3MTEAM 7REPS 4
Rpata, LLC
RIAAUM $74.2MTEAM 5REPS 4
Alternative Strategies Group, Inc.
RIASioux Falls, SD
AUM $74.2MTEAM 1REPS 1
Worthwhile Wealth Council
RIAJohnson City, TN
AUM $74.2MTEAM 4REPS 3
Hawley Advisors
RIAWalnut Creek, CA
AUM $74.2MTEAM 3REPS 3
Reynolds Capital Management, LLC
RIALas Vegas, NV
AUM $74.2MTEAM 1REPS 1
Investors Capital Management Inc
RIADarien, CT
AUM $74.1MTEAM 2REPS 4
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?