RIAs: Under $100M AUM
12,881 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Redtail Management LLC
RIAAUM $32.1MTEAM 1REPS 1
Agile Wealth Partners
RIANorthville, MI
AUM $32MTEAM 3REPS 3
Terrion Advisors, Inc.
RIASandy, UT
AUM $32MTEAM 1REPS 1
DYE Family Office
RIAAUM $32MTEAM 1REPS 1
Purepath Wealth Management
RIALand O Lakes, FL
AUM $32MTEAM 4REPS 2
Bailey & Associates Investment MgT. and Financial Planning LLC
RIAAUM $32MTEAM 1REPS 2
Vessel Wealth Advisors LLC
RIAAUM $32MTEAM 1REPS 1
Pursuit Wealth Management
RIACoralville, IA
AUM $32MTEAM 1REPS 3
Bishop & Associates Inc
RIAPhiladelphia, PA
AUM $32MTEAM 3REPS 2
Harrison Financial Planning
RIAColumbia, MO
AUM $32MTEAM 1REPS 1
Private Group Wealth Management, LLC
RIAAUM $32MTEAM 2REPS 2
Reliance Investing, Inc.
RIASacramento, CA
AUM $32MTEAM 3REPS 3
Allred Jackson Financial Planning, LLC
RIANorth Logan, UT
AUM $32MTEAM 3REPS 2
Accord Capital Management, Ltd.
RIABoise, ID
AUM $32MTEAM 2REPS 2
Other Side Asset Management, LLC
RIARaleigh, NC
AUM $32MTEAM 2REPS 1
Timothy Craig Steenwyk
RIAAUM $32MTEAM 2REPS 2
Artemis Wealth Advisors
RIAFlemington, NJ
AUM $32MTEAM 1REPS 1
Spiehs Wealth Management, Inc.
RIAGrand Island, NE
AUM $32MTEAM 1REPS 1
Tenet Retirement Services LLC
RIAAUM $32MTEAM 3REPS 3
Haberkorn Financial Services, Inc.
RIALouisville, CO
AUM $32MTEAM 2REPS 1
Earndex, LLC
RIAAUM $32MTEAM 1REPS 1
Alpha Retirement Wealth, LLC
RIAGold River, CA
AUM $32MTEAM 1REPS 1
Velaga Advisors
RIAAUM $32MTEAM 1REPS 1
True Abundance Advisors
RIAAUM $32MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?