RIAs: Under $100M AUM
12,910 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Premca LLC
RIAAUM $14MTEAM 1REPS 1
Tiercel Capital Texas LLC
RIAHouston, TX
AUM $14MTEAM 2REPS 2
Eddie Haggar Capital Mgt, Inc.
RIAAUM $14MTEAM 1REPS 1
Spencer Financial Advisors
RIAAUM $14MTEAM 1REPS 1
Hanna Financial and Tax Services
RIAAUM $14MTEAM 2REPS 1
The Faragi Group
RIAForked River, NJ
AUM $14MTEAM 1REPS 1
Cochran Wealth LLC
RIAAUM $14MTEAM 1REPS 1
Gardiner Financial, Inc.
RIAAUM $14MTEAM 1REPS 1
Goal Wealth Advisory Group, LLC
RIAAUM $14MTEAM 1REPS 1
Dscqg Pr LLC
RIASan Juan, PR
AUM $14MTEAM 3REPS 1
OBN Wealth Advisors
RIAAUM $14MTEAM 1REPS 1
Bricks & Mortar Capital
RIAAUM $14MTEAM 1REPS 1
Hawk100
RIADublin, OH
AUM $14MTEAM 2REPS 2
Surepath Wealth Management, LLC
RIAFrisco, TX
AUM $14MTEAM 1REPS 1
Genuine Wealth Solutions
RIAAUM $14MTEAM 1REPS 1
Van Ray Wealth Management
RIAEdmonds, WA
AUM $14MTEAM 1REPS 2
RFM Investment Advisor
RIABoca Raton, FL
AUM $14MTEAM 1REPS 1
Luminary Wealth Advisors
RIAAUM $14MTEAM 1REPS 1
Lee Miles LLC
RIAOgden, UT
AUM $14MTEAM 2REPS 4
CH Capital Management
RIAAUM $13.9MTEAM 1REPS 1
MMI Asset Management Services, LLC
RIAOwosso, MI
AUM $13.9MTEAM 2REPS 2
Overture Wealth Management
RIAAUM $13.9MTEAM 1REPS 1
Clearmind Capital
RIAAUM $13.9MTEAM 4REPS 4
Vann Investments LLC
RIATexas Creek, CO
AUM $13.9MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?