RIAs: Under $100M AUM
12,908 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Towson Financial Advisors, LLC
RIAAUM $26MTEAM 1REPS 1
True North Financial Services, LLC
RIAAUM $26MTEAM 1REPS 1
Rhodes Consulting Group LLC
RIAAUM $26MTEAM 1REPS 1
Measured Strategies LLC
RIAAUM $26MTEAM 2REPS 2
Investment Initiatives, LLC
RIAAUM $26MTEAM 1REPS 1
Elevate Planners
RIAAUM $25.9MTEAM 1REPS 2
Jadim Wealth Management, LLC
RIABoston, MA
AUM $25.9MTEAM 1REPS 1
Herges Capital Management
RIASan Diego, CA
AUM $25.9MTEAM 2REPS 2
C&D Wealth Advisors
RIAAUM $25.9MTEAM 1REPS 2
Nicolette Financial Advisors LLC
RIAAUM $25.9MTEAM 1REPS 1
Seattle Asset Management, Inc.
RIAAUM $25.9MTEAM 1REPS 1
Park Investments And Consulting LLC
RIAGrosse Pointe, MI
AUM $25.9MTEAM 1REPS 1
Van Reed Wealth Management LLC
RIAWyomissing, PA
AUM $25.9MTEAM 1REPS 1
Bright Lantern Financial LLC
RIAAUM $25.9MTEAM 1REPS 1
Buchanan Capital Management, LLC
RIAAUM $25.9MTEAM 1REPS 1
AJP Financial Services, LLC
RIAAUM $25.9MTEAM 1REPS 1
Akpride Financial Services
RIAAUM $25.9MTEAM 2REPS 2
Derryrush Wealth
RIAWest Sayville, NY
AUM $25.8MTEAM 1REPS 1
Kirwan Capital
RIAAUM $25.8MTEAM 1REPS 1
Wealth 73, LLC
RIAAUM $25.8MTEAM 1REPS 1
Trowbridge Capital Partners LLC
RIAAUM $25.8MTEAM 1REPS 4
Berger Asset Management, Inc.
RIATurlock, CA
AUM $25.8MTEAM 1REPS 1
JKD Financial
RIASpringfield, MO
AUM $25.8MTEAM 1REPS 1
Upstream Financial Advisors LLC
RIAAUM $25.8MTEAM 2REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?