RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Method Finance, LLC
RIAAUM $54.6MTEAM 1REPS 1
Shore Financial Planning
RIAMonmouth Beach, NJ
AUM $54.6MTEAM 3REPS 2
Repex Investment Management Co, Inc.
RIACloster, NJ
AUM $54.6MTEAM 2REPS 2
Oncenter Financial Advisors LLC
RIABeachwood, OH
AUM $54.6MTEAM 1REPS 1
Twenty-Five Capital Partners
RIANewport Beach, CA
AUM $54.6MTEAM 3REPS 3
Sisto Investment Advisory, LLC
RIARoseville, CA
AUM $54.6MTEAM 1REPS 1
Arrow Alliance
RIAFranklin, TN
AUM $54.6MTEAM 2REPS 2
Stroud Investment Consulting
RIAAUM $54.6MTEAM 1REPS 1
Vita Wealth Advisors, LLC
RIAManhattan Beach, CA
AUM $54.5MTEAM 2REPS 2
JC Miano Investment Advisory Service
RIAUtica, NY
AUM $54.5MTEAM 1REPS 1
Unify Wealth Management LLC
RIAFort Collins, CO
AUM $54.5MTEAM 2REPS 2
Lakeview Investment Advisors, LLC
RIAAUM $54.5MTEAM 1REPS 1
Westmore Asset Management
RIAPearl River, NY
AUM $54.5MTEAM 1REPS 2
Complete View Financial LLC
RIAAUM $54.5MTEAM 1REPS 1
Ranger Alternative Management, L.P.
RIADallas, TX
AUM $54.5MTEAM 11REPS 4
Solve Consulting Group, LLC
RIAFort Wayne, IN
AUM $54.4MTEAM 2REPS 2
HP & Associates
RIAAUM $54.4MTEAM 1REPS 2
Cimarron Capital Associates II, LLC
RIAOklahoma City, OK
AUM $54.4MTEAM 4REPS 4
Technologies Abx
RIAAUM $54.4MTEAM 9REPS 1
Rude Wealth Advisory
RIAOlney, IL
AUM $54.4MTEAM 4REPS 4
Financial Planning Partners
RIALeawood, KS
AUM $54.4MTEAM 1REPS 1
Reed Capital Management, LLC
RIAAUM $54.4MTEAM 4REPS 2
Upleft Asset Management
RIAPort Angeles, WA
AUM $54.4MTEAM 3REPS 4
Focus Capital, LLC
RIAAUM $54.4MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?