RIAs: Under $100M AUM
12,908 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
RCS Wealth Management
RIACentennial, CO
AUM $22.7MTEAM 2REPS 1
Iwms LLC
RIAAUM $22.7MTEAM 1REPS 1
Insignia Wealth Advisory
RIAOpelika, AL
AUM $22.7MTEAM 1REPS 1
Susan Carlisle
RIAAUM $22.7MTEAM 1REPS 1
Taylors Financial
RIAFort Collins, CO
AUM $22.7MTEAM 1REPS 1
Terrell Financial Group
RIAMetairie, LA
AUM $22.7MTEAM 2REPS 2
Athos Capital Advisors
RIAAUM $22.7MTEAM 1REPS 1
Miller Premier Investment Planning LLC
RIAAUM $22.7MTEAM 1REPS 1
Creo Global Capital LLC
RIAAnn Arbor, MI
AUM $22.7MTEAM 2REPS 1
Parabla, LLC
RIAOak Ridge, NC
AUM $22.7MTEAM 1REPS 1
Gulf Coast Investment Management
RIAAUM $22.7MTEAM 1REPS 1
Cove Capital Management Inc.
RIAAUM $22.7MTEAM 1REPS 1
Brown Financial Planning LLC
RIAAUM $22.7MTEAM 1REPS 2
Albert Investments, LLC
RIASanta Barbara, CA
AUM $22.7MTEAM 3REPS 1
Symmetric Advisors Inc
RIAMinnetonka, MN
AUM $22.7MTEAM 3REPS 3
Martin W. Rosenzveig & Co, LLC
RIAAUM $22.7MTEAM 1REPS 1
Bookman Bright, Inc.
RIADavidson, NC
AUM $22.6MTEAM 2REPS 1
Alpha Rock Investments, LLC
RIAMalvern, PA
AUM $22.6MTEAM 1REPS 1
IQ Capital Strategy LLC
RIAAUM $22.6MTEAM 4REPS 5
Rudwall Wealth Management LLC
RIAAUM $22.6MTEAM 3REPS 3
Patriot Advisory Group
RIAPortsmouth, NH
AUM $22.6MTEAM 2REPS 1
Pulse Financial Planning
RIAAUM $22.6MTEAM 1REPS 1
Sunquest Wealth Management, LLC
RIAAUM $22.6MTEAM 1REPS 1
Ignite Financial LLC
RIAAUM $22.6MTEAM 2REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?