RIAs: Under $100M AUM
12,986 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
LAL Ltd.
RIAAUM $32.1MTEAM 1REPS 1
Falco Wealth Management
RIAPaoli, PA
AUM $32.1MTEAM 3REPS 2
JR Snell Capital Management, LLC
RIAAUM $32.1MTEAM 2REPS 2
Chambers Financial Consulting
RIASonora, TX
AUM $32.1MTEAM 1REPS 1
WNA Wealth Management, LLC
RIACharleston, WV
AUM $32.1MTEAM 1REPS 1
Fiscal Dynamics Incorporated
RIAFarmington, CT
AUM $32.1MTEAM 3REPS 3
Mfo-USA Advisory, LLC
RIAMemphis, TN
AUM $32.1MTEAM 3REPS 1
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
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
Masters Tax And Financial Planning LLC
RIAStatesville, NC
AUM $32MTEAM 2REPS 2
Timothy Craig Steenwyk
RIAAUM $32MTEAM 2REPS 2
Artemis Wealth Advisors
RIAFlemington, NJ
AUM $32MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?