RIAs: Under $100M AUM
12,908 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Mikel Wealth Management
RIAAUM $22.9MTEAM 1REPS 2
Northmont Wealth Management LLC
RIAAUM $22.9MTEAM 1REPS 1
Psalm Capital
RIAAtlanta, GA
AUM $22.9MTEAM 1REPS 1
AMG Wealth Management LLC
RIAAUM $22.9MTEAM 2REPS 2
Valhalla Advisors LLC
RIAGlendale, AZ
AUM $22.9MTEAM 2REPS 1
Olde Towne Financial Management Co
RIAGreensboro, NC
AUM $22.9MTEAM 1REPS 1
Greenwood Pine Partners
RIAMemphis, TN
AUM $22.9MTEAM 29REPS 3
SFO Capital, Inc.
RIAAUM $22.9MTEAM 1REPS 1
Concepts Financial Services, LLC
RIAKirkland, WA
AUM $22.9MTEAM 1REPS 1
Stonebridge Asset Management LLC
RIAAUM $22.9MTEAM 1REPS 1
Simonet Financial Group, LLC
RIAKyle, TX
AUM $22.8MTEAM 3REPS 2
W. V. Legg Financial Management LLC
RIAAUM $22.8MTEAM 1REPS 1
Reliance Financial Group, Inc.
RIAAUM $22.8MTEAM 1REPS 1
Hughes Financial Group, LLC
RIAPerrysburg, OH
AUM $22.8MTEAM 1REPS 1
The J.O. Johnson Group Inc.
RIAAUM $22.8MTEAM 2REPS 2
Stableford Capital Partners
RIAAUM $22.8MTEAM 1REPS 1
Jdyeageradvisors
RIAAUM $22.8MTEAM 2REPS 2
Nvest Advisors, LLC
RIAColorado Springs, CO
AUM $22.8MTEAM 3REPS 3
Gates Investment Advisors, LLC
RIAEvansville, IN
AUM $22.8MTEAM 2REPS 2
Fondren Oaks Capital Management
RIADallas, TX
AUM $22.8MTEAM 2REPS 2
Bokeh Capital Partners LLC
RIAAUM $22.8MTEAM 3REPS 2
Strathaven Financial LLC
RIAAUM $22.8MTEAM 1REPS 1
Relativity Capital Advisors, LLC
RIAGreensboro, GA
AUM $22.8MTEAM 2REPS 2
Mercer Island Capital Management, LLC
RIAAUM $22.7MTEAM 1REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?