RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Adair Wealth Management
RIAAUM $51.3MTEAM 2REPS 2
Sfumato Capital Management LLC
RIANew York, NY
AUM $51.3MTEAM 3REPS 1
Simplifiedfp
RIAClovis, CA
AUM $51.3MTEAM 1REPS 1
Alooola
RIAKingston, NJ
AUM $51.2MTEAM 4REPS 4
Fiduciary Global Advisors
RIAAUM $51.2MTEAM 1REPS 1
Ben-David Financial Planning
RIAAUM $51.2MTEAM 1REPS 1
Keystone Financial
RIAEau Claire, WI
AUM $51.2MTEAM 3REPS 2
Summit Wealth Strategies
RIADenver, CO
AUM $51.2MTEAM 2REPS 2
Vintage Wealth Management Group
RIACharlotte, NC
AUM $51.2MTEAM 2REPS 1
Bryan Investments, LLC
RIAAUM $51.2MTEAM 2REPS 2
Rapport Financial, LLC
RIASan Francisco, CA
AUM $51.2MTEAM 1REPS 1
Majestic Oak Financial, LLC
RIAAUM $51.1MTEAM 1REPS 1
Trachtenberg Capital Management, LLC
RIAAUM $51.1MTEAM 1REPS 1
MHP Asset Management
RIATilton, NH
AUM $51.1MTEAM 1REPS 1
Bales Financial Advisors, Inc
RIACumming, GA
AUM $51.1MTEAM 2REPS 3
Dean Wealth Management, LLC
RIALindale, TX
AUM $51.1MTEAM 3REPS 3
Wealthfolio Advisors LLC
RIASonoma, CA
AUM $51.1MTEAM 2REPS 2
Toepel Investment Counsel, Inc.
RIAAUM $51.1MTEAM 1REPS 1
Devore Financial Advisors LLC
RIAAUM $51.1MTEAM 2REPS 2
Ellevity Capital, LLC
RIAAUM $51.1MTEAM 2REPS 2
Castle Rock Investment Company
RIAAUM $51MTEAM 1REPS 1
Legado Wealth Management LLC
RIANew York, NY
AUM $51MTEAM 1REPS 2
RSW Wealth Management
RIAReno, NV
AUM $51MTEAM 2REPS 2
Springtide Partners
RIAChicago, IL
AUM $51MTEAM 6REPS 5
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?