RIAs: Under $100M AUM
12,931 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Clearvue Advisors LLC
RIAAUM $47.8MTEAM 1REPS 1
Franklin Street Capital LLC
RIAAUM $47.8MTEAM 2REPS 2
The Leonard Financial Group, LLC
RIARiverside, CA
AUM $47.8MTEAM 2REPS 2
Barson Financial Planning
RIAAUM $47.8MTEAM 1REPS 1
MC Financial Management, Inc.
RIAAUM $47.8MTEAM 2REPS 2
Elion Financial, LLC
RIATucson, AZ
AUM $47.8MTEAM 1REPS 1
Mac Investment Management
RIAAUM $47.8MTEAM 1REPS 1
Ziment Financial Advisors, Inc.
RIAAUM $47.8MTEAM 3REPS 3
Dollinger Management Inc.
RIAAUM $47.7MTEAM 2REPS 2
RS Wealth Management, Inc.
RIAAUM $47.7MTEAM 1REPS 1
Graylark Financial, LLC
RIAAUM $47.7MTEAM 3REPS 2
Marketstrats, LLC
RIAAUM $47.7MTEAM 1REPS 1
Compass
RIAFairfield, CT
AUM $47.7MTEAM 5REPS 3
Cookson Financial, LLC
RIAExcelsior, MN
AUM $47.7MTEAM 1REPS 1
Gallatin Financial Advisors, LLC
RIAAUM $47.7MTEAM 3REPS 3
Grey Owl Capital Management, LLC
RIAArlington, VA
AUM $47.7MTEAM 3REPS 2
Wealth Planning Group, Inc.
RIAValencia, CA
AUM $47.7MTEAM 2REPS 2
Frontier Financial Partners, LLC
RIAAUM $47.7MTEAM 5REPS 4
Katalgar Capital Management, LLC
RIAAUM $47.6MTEAM 1REPS 1
B. Riley Wealth Private Shares
RIAMemphis, TN
AUM $47.6MTEAM 8REPS 4
Ocean Park Capital Management, LLC
RIASanta Monica, CA
AUM $47.6MTEAM 5REPS 5
Pacific Investment Counsel, Inc.
RIAAUM $47.6MTEAM 2REPS 2
ASA Asset Management LLC
RIANew York, NY
AUM $47.6MTEAM 15REPS 4
Lattice Wealth Advisors
RIAChattanooga, TN
AUM $47.6MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?