RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Tremonte Financial Consultants
RIATraverse City, MI
AUM $63.4MTEAM 2REPS 1
MH Investment Management Inc
RIAAUM $63.4MTEAM 3REPS 2
Access Real Estate, LLC
RIALouisville, KY
AUM $63.4MTEAM 1REPS 1
Meridian Financial Group, Inc.
RIAMilwaukie, OR
AUM $63.3MTEAM 2REPS 2
V Delima Investments Inc
RIAAUM $63.3MTEAM 1REPS 1
Lifetime Financial, Inc.
RIANewport Beach, CA
AUM $63.3MTEAM 10REPS 9
Quoinage Capital LLC
RIAAUM $63.3MTEAM 1REPS 1
Douglas Capital Management, LLC
RIAAUM $63.3MTEAM 1REPS 1
Jarvis Global Investments LLC
RIAAUM $63.2MTEAM 3REPS 3
Sentinel Asset Management, LLC
RIAWallingford, CT
AUM $63.2MTEAM 15REPS 7
Scott & Associates Investment Advisory Services
RIASaint Helena, CA
AUM $63.2MTEAM 1REPS 1
Ranger Global Holdings LLC
RIACharlottesville, VA
AUM $63.2MTEAM 2REPS 2
Silveroak Investments, LLC
RIAAUM $63.2MTEAM 4REPS 2
Cypress Capital Group
RIAPalm Beach, FL
AUM $63.2MTEAM 7REPS 13
Bills Asset Management
RIAAUM $63.2MTEAM 2REPS 2
KOI Portfolio Management, LLC
RIAAUM $63.2MTEAM 1REPS 1
Winslow Drake, Inc.
RIAAUM $63.2MTEAM 2REPS 1
North Scottsdale Wealth Advisors, LLC
RIAScottsdale, AZ
AUM $63.1MTEAM 1REPS 1
Ortman Financial Planning
RIANorth Bethesda, MD
AUM $63.1MTEAM 1REPS 2
Wealthy & Wise Family Office
RIAColumbia, MD
AUM $63.1MTEAM 6REPS 3
Scruggs Advisors, LLC
RIABattle Ground, WA
AUM $63.1MTEAM 1REPS 1
Wealthunite Advisors, LLC
RIAManhasset, NY
AUM $63.1MTEAM 1REPS 1
Crossroads Planning
RIAOrange, CA
AUM $63.1MTEAM 4REPS 2
MG Financial, Inc.
RIAAUM $63.1MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?