RIAs: Under $100M AUM
12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Family Wealth Partners Concord, Inc
RIAConcord, NC
AUM $39MTEAM 3REPS 2
7pw Wealth, LLC
RIAAUM $39MTEAM 4REPS 4
Crimson Oak Wealth Management, LLC
RIALexington, KY
AUM $39MTEAM 1REPS 1
Peattie Capital Management
RIAStamford, CT
AUM $39MTEAM 1REPS 1
Anglia Advisors
RIAValley Stream, NY
AUM $39MTEAM 1REPS 1
EBH Financial, Inc.
RIAAUM $39MTEAM 1REPS 1
Trunorth Financial LLC
RIAAUM $39MTEAM 1REPS 1
Financial Planning Office Of Stephen Overstreet, P.A.
RIAAUM $39MTEAM 1REPS 1
Newhouse Integrated Financial Advisors LLC
RIASoquel, CA
AUM $39MTEAM 1REPS 1
Peak Wealth Management
RIASaratoga Springs, NY
AUM $39MTEAM 1REPS 1
Redmount Capital Partners LLC
RIANewport Beach, CA
AUM $39MTEAM 3REPS 2
Ascent Wealth Management Group, LLC
RIACoral Gables, FL
AUM $39MTEAM 1REPS 1
Bentley Wealth Management, LLC
RIAMarblehead, MA
AUM $38.9MTEAM 1REPS 1
Carolina Wealth Strategies, LLC
RIACary, NC
AUM $38.9MTEAM 1REPS 1
Baker Jensen Investment Advisors, LLC
RIASan Clemente, CA
AUM $38.9MTEAM 1REPS 1
Native American Fund Advisors LLC
RIATulsa, OK
AUM $38.9MTEAM 6REPS 11
O'Donnell Portfolio Management, Inc.
RIAAUM $38.9MTEAM 1REPS 1
Marquise Wealth Management, LLC
RIACharlotte, NC
AUM $38.9MTEAM 2REPS 3
Darkhorse Advisor
RIAAUM $38.9MTEAM 1REPS 1
Ridgewood Capital Management
RIAAUM $38.9MTEAM 2REPS 2
Kaiser Wealth Management
RIAAUM $38.9MTEAM 1REPS 1
DUE North Financial, LLC
RIAEveleth, MN
AUM $38.8MTEAM 1REPS 1
RMC Financial Advisors, LLC
RIADavis, CA
AUM $38.8MTEAM 3REPS 3
W. Swartz & Co, LLC
RIAAUM $38.8MTEAM 2REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?