RIAs: Under $100M AUM
12,931 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
O'Brien Capital Management, Inc.
RIANyack, NY
AUM $40.6MTEAM 1REPS 1
IAM Financial
RIAAUM $40.6MTEAM 1REPS 1
Tenacity Private Wealth
RIAAUM $40.6MTEAM 2REPS 2
Tiburon Financial Advisors, Inc.
RIAAUM $40.6MTEAM 2REPS 1
Green Tuatara Asset Management, LLC
RIAJackson, WY
AUM $40.6MTEAM 2REPS 2
Camerondowning, Inc.
RIAMiami, FL
AUM $40.5MTEAM 4REPS 4
Harder Management Company, Inc.
RIAAUM $40.5MTEAM 2REPS 1
Basicvalue Asset Management Inc.
RIANew York, NY
AUM $40.5MTEAM 1REPS 1
Strategic Financial Inc.
RIAWest Fargo, ND
AUM $40.5MTEAM 1REPS 1
Hoffman Investment Services, LLC
RIAAUM $40.5MTEAM 1REPS 1
Clear Fiduciary Consultants, LLC
RIAAUM $40.5MTEAM 1REPS 1
Mathews Capital Management
RIAFolsom, CA
AUM $40.5MTEAM 3REPS 1
II Technology, LLC
RIAAustin, TX
AUM $40.5MTEAM 2REPS 2
Keymark Financial
RIARolling Hills Estates, CA
AUM $40.5MTEAM 3REPS 1
CAF Investments LLC
RIAGuaynabo, PR
AUM $40.5MTEAM 7REPS 6
Sentinel Wealth Strategies
RIAIdaho Falls, ID
AUM $40.5MTEAM 1REPS 1
Well Spent Wealth Planning
RIAAUM $40.5MTEAM 1REPS 1
Arcap Partners LLC
RIAPlainview, NY
AUM $40.5MTEAM 3REPS 2
Netadvizor Wealth LLC
RIAAUM $40.4MTEAM 3REPS 3
International Financial Planning LLC
RIAAUM $40.4MTEAM 1REPS 1
Heisner Financial, LLC
RIASaint Louis, MO
AUM $40.4MTEAM 1REPS 1
One Wealth Planning LLC
RIAAUM $40.4MTEAM 1REPS 1
Moneywise, Inc.
RIALexington, KY
AUM $40.4MTEAM 1REPS 1
Lentz Advisors
RIAGainesville, FL
AUM $40.4MTEAM 2REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?