RIAs: Under $100M AUM
12,932 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Aspire Wealth Management
RIAOverland Park, KS
AUM $51.4MTEAM 12REPS 1
Gugle Wealth Advisory
RIAAUM $51.4MTEAM 1REPS 1
Asymmetric Advantage Capital Management, LLC
RIABellevue, WA
AUM $51.4MTEAM 2REPS 2
Clarity Financial Design
RIASarasota, FL
AUM $51.4MTEAM 2REPS 1
Axiom Investment Solutions LLC
RIAAUM $51.4MTEAM 1REPS 1
Tuma Financial, LLC
RIAAUM $51.4MTEAM 1REPS 1
Open Wealth Network
RIAAUM $51.3MTEAM 1REPS 1
Martorell Capital Partners, LLC
RIAGreenwich, CT
AUM $51.3MTEAM 2REPS 1
Mason Financial Services
RIARedlands, CA
AUM $51.3MTEAM 3REPS 1
Cantu Tactical Wealth Management, Inc.
RIAAUM $51.3MTEAM 2REPS 2
Anweiler Financial Management, LLC
RIANew Haven, IN
AUM $51.3MTEAM 1REPS 1
Houssels Capital Management, LLC
RIALas Vegas, NV
AUM $51.3MTEAM 1REPS 1
Upholdings
RIANashville, TN
AUM $51.3MTEAM 2REPS 2
Adair Wealth Management
RIAAUM $51.3MTEAM 2REPS 2
Newmyer Wealth Management
RIAHouston, TX
AUM $51.3MTEAM 1REPS 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 1REPS 1
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
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?