RIAs: Under $100M AUM
12,931 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Calcagnini Wealth Management, LLC
RIAAUM $45.5MTEAM 1REPS 1
Continuum Wealth Management, LLC
RIAAUM $45.5MTEAM 1REPS 1
Pendragon Capital Management, Inc.
RIAAUM $45.5MTEAM 4REPS 4
Straight Forward Wealth Management, LLC
RIARochester, NH
AUM $45.5MTEAM 2REPS 2
Trident Capital Advisors, LLC
RIAReno, NV
AUM $45.5MTEAM 1REPS 1
Millennium Portfolio Advisors
RIAAUM $45.5MTEAM 2REPS 2
Quantessence Capital
RIAAUM $45.5MTEAM 5REPS 3
Spinnaker Asset Management Inc.
RIAWarwick, RI
AUM $45.5MTEAM 5REPS 3
Galapagos Global Capital Management LLC
RIAMiami, FL
AUM $45.4MTEAM 6REPS 3
Auctus Wealth Management Inc.
RIAPhiladelphia, PA
AUM $45.4MTEAM 1REPS 1
United Global Advisors, LLC
RIABeverly Hills, CA
AUM $45.4MTEAM 1REPS 1
Toups Capital Advisors LLC
RIAAUM $45.4MTEAM 1REPS 1
Clearleaf
RIALouisville, KY
AUM $45.4MTEAM 2REPS 2
Maxwell And Morse Capital Management, Inc.
RIATulsa, OK
AUM $45.4MTEAM 2REPS 2
Concordia Wealth Planning, LLC
RIAAUM $45.4MTEAM 4REPS 4
CG Maton Advisory, Inc.
RIAAlpharetta, GA
AUM $45.4MTEAM 3REPS 2
Lookahead Wealth LLC
RIAWest Linn, OR
AUM $45.4MTEAM 2REPS 2
Duran Capital Management, LLC
RIASanta Barbara, CA
AUM $45.4MTEAM 1REPS 1
Victory Wealth Services, LLC
RIAPrescott, AZ
AUM $45.4MTEAM 4REPS 5
Able & Strong Advisors, Inc.
RIABountiful, UT
AUM $45.4MTEAM 3REPS 3
Browning Capital Management LLC
RIAAUM $45.4MTEAM 2REPS 2
Lunsford Financial Planning, Inc.
RIALouisville, CO
AUM $45.3MTEAM 1REPS 1
Butler Financial Services, Ltd.
RIAWestlake Village, CA
AUM $45.3MTEAM 2REPS 2
Sawston Wealth Management LLC
RIAOlympia, WA
AUM $45.3MTEAM 1REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?