RIAs: Under $100M AUM
12,995 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Erlandson Wealth Management
RIABeaverton, OR
AUM $67.7MTEAM 2REPS 2
Morrison Fiduciary Advisors, Inc.
RIAAUM $67.6MTEAM 1REPS 1
QVM Group LLC
RIAAUM $67.6MTEAM 1REPS 1
Wellington Adams Investment Advisory, LLC
RIAYork, PA
AUM $67.6MTEAM 5REPS 4
Truefocus Financial Partners
RIANorth Kingstown, RI
AUM $67.6MTEAM 2REPS 2
Twenty-First Century Financial Advisors Inc
RIAAUM $67.6MTEAM 1REPS 1
NTV Asset Management, LLC
RIAAUM $67.5MTEAM 2REPS 2
MB3 Consulting LLC
RIAGlendale, CA
AUM $67.5MTEAM 1REPS 1
Sovereign Asset Management
RIAAUM $67.5MTEAM 1REPS 2
Scottsdale Wealth Advisory LLC
RIAParadise Valley, AZ
AUM $67.4MTEAM 3REPS 1
Occam Capital Management, LLC
RIAPittsford, NY
AUM $67.4MTEAM 2REPS 1
Scout Asset Management
RIABeaverton, OR
AUM $67.4MTEAM 1REPS 1
Evolve Investing LLC
RIAAUM $67.4MTEAM 2REPS 2
Schnell Financial Group, LLC
RIASedalia, MO
AUM $67.3MTEAM 5REPS 4
Integritt Wealth Management, LLC
RIAStuart, FL
AUM $67.3MTEAM 2REPS 1
Steadfast Financial Services
RIAAUM $67.3MTEAM 2REPS 3
Gemmer, Robert Arden
RIAHealdsburg, CA
AUM $67.3MTEAM 1REPS 1
Granville Wealth Management, Inc.
RIAAUM $67.3MTEAM 1REPS 1
Equity Management Group
RIAAUM $67.3MTEAM 3REPS 3
Chlastawa, Allan F.
RIAAUM $67.2MTEAM 1REPS 1
Heaphy Investments, LLC
RIASpringfield, MA
AUM $67.2MTEAM 3REPS 2
L & M Wealth Management And Retirement Solutions, LLC
RIAOklahoma City, OK
AUM $67.2MTEAM 2REPS 2
Change Wealth Advisors
RIAAUM $67.2MTEAM 2REPS 2
CSH Investment Management
RIATaylorville, IL
AUM $67.2MTEAM 2REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?