RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Wissahickon Wealth Management LLC
RIAPhiladelphia, PA
AUM $61MTEAM 2REPS 3
Legacy Investment Advisors LLC
RIAWyandotte, MI
AUM $61MTEAM 2REPS 2
Chadwick Financial
RIAColleyville, TX
AUM $61MTEAM 5REPS 3
Forem Investments LLC
RIACoral Gables, FL
AUM $61MTEAM 2REPS 2
Rail Splitter Capital Advisers, LLC
RIAChicago, IL
AUM $61MTEAM 3REPS 4
Forward Investment Advisors, Inc.
RIAMadison, WI
AUM $60.9MTEAM 1REPS 4
C.E.C. Wealth Management
RIAAUM $60.9MTEAM 1REPS 1
Iqcio LLC
RIANew York, NY
AUM $60.9MTEAM 2REPS 2
GST Management, LLC
RIAAUM $60.9MTEAM 1REPS 1
Responsive Financial Group, Inc.
RIAAUM $60.9MTEAM 1REPS 1
J. Mandwelle Capital Management
RIAAUM $60.9MTEAM 1REPS 1
Thunderbird Wealth Management, Inc.
RIAAUM $60.8MTEAM 2REPS 2
CSS Capital Advisory LLC
RIAMiami, FL
AUM $60.8MTEAM 2REPS 4
Emerson Partners
RIAAUM $60.8MTEAM 1REPS 1
G & R Financial Solutions LLC
RIAFairfield, NJ
AUM $60.8MTEAM 3REPS 2
Zenith Financial Planning Inc
RIAAUM $60.8MTEAM 1REPS 1
Edgemont Investment Management, LLC
RIAAUM $60.8MTEAM 1REPS 1
Hillcrest Holdings, LLC
RIAAUM $60.7MTEAM 1REPS 1
Longevity Wealth Management LLC
RIAAUM $60.7MTEAM 1REPS 1
Bramble Hill Capital Management, LLC
RIAAUM $60.7MTEAM 1REPS 1
Retirement Wealth Management, LLC
RIANutley, NJ
AUM $60.7MTEAM 2REPS 2
Steinmetz Financial Planning
RIARedwood City, CA
AUM $60.7MTEAM 1REPS 1
Daniel Investments, Inc.
RIATroy, MI
AUM $60.7MTEAM 1REPS 1
Steward Capital LLC
RIABellevue, WA
AUM $60.7MTEAM 2REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?