RIAs: Under $100M AUM
12,995 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Highball Advisors
RIAAUM $72MTEAM 2REPS 1
Dobson Asset Management LLC
RIAPortland, OR
AUM $72MTEAM 1REPS 2
Capital Fiduciary Advisors
RIAAshburn, VA
AUM $72MTEAM 1REPS 1
World Capital Advisors, LLC
RIADenver, CO
AUM $72MTEAM 1REPS 4
Kyle S. Scott Financial Planning, Inc.
RIAFort Collins, CO
AUM $72MTEAM 2REPS 2
Trimaran Capital
RIASavannah, GA
AUM $71.9MTEAM 2REPS 2
Silver Advisors, LLC
RIANew York, NY
AUM $71.9MTEAM 1REPS 1
Anselme Capital, Inc.
RIAAUM $71.9MTEAM 2REPS 3
Firm Foundation Wealth Management, LLC
RIACaldwell, ID
AUM $71.9MTEAM 1REPS 1
Isaacs & Associates, LLC
RIACincinnati, OH
AUM $71.8MTEAM 4REPS 1
Pia, Lllp
RIABrookhaven, GA
AUM $71.8MTEAM 3REPS 3
Global Investment Advisory
RIAMcdonough, GA
AUM $71.8MTEAM 9REPS 10
Pinnacle Investment Advisors, LLC
RIAAnn Arbor, MI
AUM $71.8MTEAM 3REPS 3
Epogee Capital Management, LLC
RIAAUM $71.8MTEAM 2REPS 2
Monachil Capital Partners LP
RIAGreenwich, CT
AUM $71.7MTEAM 14REPS 2
Insight Investment Advisers LLC
RIALeawood, KS
AUM $71.7MTEAM 5REPS 3
Montoya Wealth Management
RIAPrescott, AZ
AUM $71.7MTEAM 2REPS 2
Worch Capital LLC
RIARockville, MD
AUM $71.7MTEAM 1REPS 1
Targeted Wealth Solutions
RIAColorado Springs, CO
AUM $71.7MTEAM 5REPS 5
Obra Fund Management, LLC
RIANew York, NY
AUM $71.6MTEAM 47REPS 3
Chamberlain Financial Advisors, Inc.
RIAAUM $71.6MTEAM 1REPS 2
Schultze Asset Management, LP
RIARye Brook, NY
AUM $71.6MTEAM 7REPS 3
Rise Retirement, LLC
RIALee's Summit, MO
AUM $71.6MTEAM 2REPS 2
Pursuit Fund Advisers LLC
RIAAUM $71.6MTEAM 7REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?