RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Thrive Financial Planning
RIAEl Dorado Hills, CA
AUM $44.3MTEAM 1REPS 1
Integrated Retirement Strategies
RIAAUM $44.3MTEAM 1REPS 1
Wrought Financial Planning
RIAHaddonfield, NJ
AUM $44.2MTEAM 2REPS 1
Cooney Financial Advisors Inc
RIAMarlton, NJ
AUM $44.2MTEAM 2REPS 2
Meridian Financial Group
RIAAUM $44.2MTEAM 2REPS 2
Courage Korving Miller Partners, LLC
RIANorfolk, VA
AUM $44.2MTEAM 8REPS 6
Icon Capital Management, LLC
RIAAUM $44.2MTEAM 1REPS 1
Legacy Investment Services, LLC
RIARancho Cucamonga, CA
AUM $44.2MTEAM 4REPS 4
Acropolis Partners, LLC
RIABrentwood, TN
AUM $44.2MTEAM 2REPS 2
Epic Investment Management
RIAAUM $44.1MTEAM 1REPS 1
Smart Portfolio
RIABrea, CA
AUM $44.1MTEAM 2REPS 1
CRC Capital LLC
RIAAUM $44.1MTEAM 1REPS 1
Cedar Road Capital LLC
RIAAUM $44.1MTEAM 1REPS 1
Composedpro, Inc.
RIASan Antonio, TX
AUM $44.1MTEAM 1REPS 1
Barnes & Company Investment Counsel, LLC
RIALos Angeles, CA
AUM $44.1MTEAM 1REPS 1
Winthrop Partners - Wpa, LLC
RIABuffalo, NY
AUM $44.1MTEAM 3REPS 4
BDM Investments, Inc.
RIAKennesaw, GA
AUM $44.1MTEAM 2REPS 2
Waterford Financial Management, LLC
RIAIra, MI
AUM $44MTEAM 1REPS 1
Monument Investments Inc.
RIAAlbany, TX
AUM $44MTEAM 2REPS 1
The Mass Group
RIADubai
AUM $44MTEAM 7REPS 2
DJ Wealth Systems, LLC
RIAAUM $44MTEAM 1REPS 1
Steve Garrett And Associates,Inc.
RIAGlendora, CA
AUM $44MREPS 1
Lions Gate Sovereign Capital, LLC
RIAWhite Bear Lake, MN
AUM $44MTEAM 2REPS 2
Trufinancial Registered Investment Advisory Services, Inc
RIAAUM $44MTEAM 2REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?