RIAs: Under $100M AUM
12,868 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Statetrust Capital, LLC
RIABoca Raton, FL
AUM $93.7MTEAM 4REPS 4
Monroe Capital Partners, LLC
RIAIrvington, VA
AUM $93.6MTEAM 1REPS 1
Credit Union Investment Services
RIARaleigh, NC
AUM $93.6MTEAM 259REPS 254
Transcend Wealth
RIAWoodmere, OH
AUM $93.5MTEAM 3REPS 1
Capstone Investment Management LLC
RIAPalm Coast, FL
AUM $93.5MTEAM 3REPS 2
Laguna Financial Advisory
RIALaguna Hills, CA
AUM $93.5MTEAM 2REPS 2
ATX Portfolio Advisors, LLC
RIAAustin, TX
AUM $93.5MTEAM 1REPS 1
Trader Wealth Management, LLC
RIABarrington, IL
AUM $93.5MTEAM 3REPS 2
Forza Investment Advisory, LLC
RIAAUM $93.5MTEAM 1REPS 2
J C Texas Investment Advisors, Ltd.
RIADallas, TX
AUM $93.4MTEAM 1REPS 2
Capital Q Management LLC
RIAMaitland, FL
AUM $93.4MTEAM 2REPS 3
Hyland Lake Partners
RIAEdina, MN
AUM $93.4MTEAM 3REPS 2
Tapparo Capital Management
RIATopsfield, MA
AUM $93.3MTEAM 1REPS 1
Cedar Capital, LLC
RIAAUM $93.3MTEAM 1REPS 2
Oelschlager Investments
RIAAkron, OH
AUM $93.3MTEAM 4REPS 2
Panoramic Financial
RIAAUM $93.3MTEAM 4REPS 2
Connolly Financial Advisors, Inc.
RIANorth Andover, MA
AUM $93.3MTEAM 5REPS 1
Innovative Financial Solutions, Inc.
RIAChandler, AZ
AUM $93.2MTEAM 1REPS 1
Cash Flow Investment Services LLC
RIAAUM $93.2MTEAM 1REPS 1
Nazelrod & Associates Financial Services, Inc.
RIATowson, MD
AUM $93.2MTEAM 2REPS 2
Burgeon Capital
RIAAUM $93.2MTEAM 1REPS 1
Midas Management Corporation
RIAWalpole, NH
AUM $93.2MTEAM 10REPS 5
Lynn H. Orr Capital Management Group, Inc.
RIAAUM $93.2MTEAM 2REPS 2
Compass Investments LLC
RIAPittsburgh, PA
AUM $93.2MTEAM 5REPS 5
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?