RIAs: Under $100M AUM
12,995 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Main Street Financial
RIAPurchase, NY
AUM $71.1MTEAM 4REPS 3
Monthie Wealth Advisors
RIALatham, NY
AUM $71.1MTEAM 2REPS 2
Chisholm Wealth Management
RIABurleson, TX
AUM $71.1MTEAM 2REPS 2
Axia Asset Management, LLC
RIAAUM $71.1MTEAM 1REPS 1
Planrock Wealth Strategies, LLC
RIABrentwood, TN
AUM $71MTEAM 7REPS 6
Wisdom Capital Asset Management, LLC
RIAAUM $71MTEAM 2REPS 1
Unity Financial Planning Group LLC
RIAKennesaw, GA
AUM $71MTEAM 6REPS 6
Princeton Asset Management, LLC
RIABoca Raton, FL
AUM $71MTEAM 2REPS 2
Jasmijn Capital Management, LLC
RIAHighland, UT
AUM $71MTEAM 4REPS 2
Great Lakes Benefits And Wealth Management
RIASandusky, OH
AUM $71MTEAM 3REPS 2
Doxa Capital, LLC
RIAArlington, VA
AUM $71MTEAM 2REPS 2
Fern Capital Inc.
RIAAUM $71MTEAM 2REPS 2
Waller Wealth Management, LLC
RIAMagnolia, AR
AUM $71MTEAM 1REPS 1
Legend Private Wealth, LLC
RIACharlotte, NC
AUM $71MTEAM 2REPS 2
Marketforce, LLC
RIAAUM $71MTEAM 1REPS 1
A-Team Advisors
RIAAUM $71MTEAM 2REPS 1
Zora Financial
RIAAUM $71MTEAM 4REPS 2
Your Wealth Matters LLC
RIASaint Louis, MO
AUM $71MTEAM 4REPS 4
Chief Advisors Corp
RIASalina, KS
AUM $70.9MTEAM 7REPS 8
Green Investment Management, Inc.
RIAFort Worth, TX
AUM $70.9MTEAM 2REPS 1
Krammer Financial
RIAAUM $70.9MTEAM 1REPS 1
Skorheim Wealth Management, LLC
RIALaguna Hills, CA
AUM $70.9MTEAM 2REPS 2
Schmidt Wealth Management, L.L.C.
RIALawrenceburg, IN
AUM $70.9MTEAM 1REPS 1
Truly Prosper Financial Planning LLC
RIADublin, OH
AUM $70.8MTEAM 2REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?