RIAs: Under $100M AUM
12,977 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Gerry Dransfeldt Ria, Inc
RIAAUM $18.6MTEAM 1REPS 1
Asset Preservation Capital, Ltd
RIATroy, MI
AUM $18.5MTEAM 1REPS 1
KMC Wealth Management, LLC
RIASan Antonio, TX
AUM $18.5MTEAM 1REPS 1
Trinity Wealth
RIAAurora, CO
AUM $18.5MTEAM 3REPS 2
Wilson & Browning, Inc.
RIACleveland Heights, OH
AUM $18.5MTEAM 1REPS 1
Partner Wealth Management, LLC
RIAAUM $18.5MTEAM 1REPS 1
Sound Investments Inc.
RIAOverland Park, KS
AUM $18.5MTEAM 1REPS 1
Krivacs Capital Management, LLC
RIADenver, CO
AUM $18.5MTEAM 1REPS 1
Raskin Global Inc.
RIAPhoenix, MD
AUM $18.5MTEAM 3REPS 3
Growth Vision Asset Management LLC
RIAAUM $18.5MTEAM 1REPS 1
Parker Financial, LLC
RIAAUM $18.5MTEAM 1REPS 1
Cris Capital, Ltd.
RIAKaty, TX
AUM $18.5MTEAM 2REPS 2
Kahn Brothers Asset Management Corp
RIANew York, NY
AUM $18.5MTEAM 6REPS 2
Rowen Capital Management, LLC
RIAAUM $18.5MTEAM 1REPS 1
Element Wealth Advisors
RIAHanover, PA
AUM $18.5MTEAM 2REPS 2
Northwood Investment Partners, LLC
RIAAUM $18.4MTEAM 1REPS 1
Endress Capital Management, L.L.C.
RIAAUM $18.4MTEAM 1REPS 1
Furlong Investment Solutions, LLC
RIAAUM $18.4MTEAM 1REPS 2
Hidajat Asset Management, LLC
RIAAUM $18.4MTEAM 1REPS 1
Pine Cone Capital
RIAAUM $18.4MTEAM 1REPS 1
Antone Asset Management, Inc
RIACarlsbad, CA
AUM $18.4MTEAM 1REPS 1
Davisson Investment, LLC
RIANewington, NH
AUM $18.4MTEAM 1REPS 1
Investor Resources Inc
RIAAUM $18.4MTEAM 1REPS 1
Blue Advisors
RIAAUM $18.4MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?