RIAs: Under $100M AUM
12,910 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Bankschannel Advisors, LLC
RIAAUM $13.2MTEAM 1REPS 1
Kinetix Financial Planning
RIAAUM $13.2MTEAM 1REPS 1
Jacumen Asset Management Corp.
RIAAUM $13.2MTEAM 1REPS 4
Retire Right Planning, LLC
RIAAUM $13.2MTEAM 2REPS 2
Index Portfolio Advisors, LLC
RIAStuart, FL
AUM $13.2MTEAM 1REPS 1
Kisher Capital, LLC
RIADekalb, IL
AUM $13.1MTEAM 3REPS 3
CMA Financial Services
RIAAUM $13.1MTEAM 3REPS 2
7th St. Financial
RIAAUM $13.1MTEAM 1REPS 1
Equilibrium Financial Planning
RIAAUM $13.1MTEAM 2REPS 2
Menon/Brown Advisory Group
RIAAUM $13.1MTEAM 2REPS 1
RSA Capital
RIAAUM $13.1MTEAM 2REPS 2
Dynamic Capital Management, Inc.
RIAAUM $13.1MTEAM 1REPS 1
Osborne Global Investors, Inc.
RIALee's Summit, MO
AUM $13.1MTEAM 1REPS 1
Richard A. Stebbins Cpa Cfp
RIAAUM $13.1MTEAM 1REPS 1
Stevenson Advisors, LLC
RIAAspen, CO
AUM $13.1MTEAM 1REPS 1
Alpha Asset Advisors LLC
RIARoyal Oak, MI
AUM $13.1MTEAM 4REPS 4
Eagle Wealth Management, Inc.
RIAAUM $13.1MTEAM 1REPS 1
HFG Capital
RIASummerville, SC
AUM $13.1MTEAM 3REPS 3
Foresight Strategic Partners, LLC
RIAAUM $13.1MTEAM 2REPS 1
Noda Wealth Management LLC
RIAAUM $13.1MTEAM 1REPS 1
Cowan Financial Services, LLC
RIAAUM $13.1MTEAM 1REPS 1
Totem Wealth Management LLC
RIAAUM $13.1MTEAM 3REPS 2
Silicon Beach Financial LLC
RIAAUM $13MTEAM 1REPS 1
Stephen A. Dipisa Registered Investment Advisor
RIAAUM $13MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?