RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
EVERGREEN WEALTH ADVISORS, INC.
RIAAUM $96.8MTEAM 1REPS 1
RVX ASSET MANAGEMENT LLC
RIAAVENTURA, FL
AUM $96.8MTEAM 4REPS 3
NATHANAEL R. BRAYTON, CFA
RIABOSTON, MA
AUM $96.8MTEAM 1REPS 1
HEINZ INVESTMENTS
RIAAtlanta, GA
AUM $96.8MTEAM 3REPS 2
UOB GLOBAL CAPITAL LLC
RIANew York, NY
AUM $96.8MTEAM 7REPS 6
MONEY SCRIPT WEALTH MANAGEMENT, PLLC
RIAAUM $96.8MTEAM 11REPS 1
OPTIMIST CAPITAL
RIAPALM BEACH GARDENS, FL
AUM $96.7MTEAM 4REPS 5
MORGAN KENWOOD ADVISORS, LLC
RIAGREENDALE, WI
AUM $96.7MTEAM 2REPS 2
SCOTT CONYERS CAPITAL MANAGEMENT, INC.
RIAAUM $96.7MTEAM 1REPS 1
CK ADVISORS, LLC
RIAAUM $96.7MTEAM 2REPS 2
NORWOOD ECONOMICS, INC.
RIAFISHERS, IN
AUM $96.6MTEAM 4REPS 2
XLM CAPITAL MANAGEMENT
RIADEXTER, MI
AUM $96.5MTEAM 1REPS 1
VULPES INVESTMENT MANAGEMENT PRIVATE LIMITED
RIASINGAPORE
AUM $96.5MTEAM 8REPS 5
CAPITAL SOUTH WEALTH MANAGEMENT, LLC
RIABATON ROUGE, LA
AUM $96.5MTEAM 4REPS 4
WINGO ASSET MANAGEMENT, LLC
RIASHREVEPORT, LA
AUM $96.5MTEAM 2REPS 3
PALERMO WEALTH MANAGEMENT, LLC
RIAAUM $96.5MTEAM 1REPS 1
SPECTRUM WEALTH MANAGEMENT, LLC
RIAAUM $96.5MTEAM 2REPS 1
THE HOLLAND GROUP, INC.
RIASAN DIEGO, CA
AUM $96.4MTEAM 3REPS 2
THE BLAKELEY GROUP INC
RIASANTA CLARA, CA
AUM $96.4MTEAM 4REPS 1
NILES ASSET MANAGEMENT, INC
RIAAUM $96.4MTEAM 3REPS 3
LINDEN ROSE INVESTMENT LLC
RIAAUM $96.4MTEAM 2REPS 2
BISON FINANCIAL GROUP, LLC
RIACREVE COEUR, MO
AUM $96.4MTEAM 4REPS 4
AVID WEALTH MANAGEMENT GROUP, LLC
RIAAtlanta, GA
AUM $96.4MTEAM 2REPS 1
FAIRWAY INVESTMENT GROUP, LLC
RIAEAST LANSING, MI
AUM $96.4MTEAM 27REPS 29
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?