RIAs: Under $100M AUM
12,863 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Gien Capital Management LLC
RIAAUM $12.8MTEAM 2REPS 2
Chessie Advisors, LLC
RIAAUM $12.8MTEAM 1REPS 1
Planvesting, LLC
RIAAUM $12.8MTEAM 1REPS 1
Spark Asset Management Group
RIAStatesville, NC
AUM $12.8MTEAM 2REPS 3
Castellan Financial Advisors
RIAAUM $12.8MTEAM 1REPS 2
Page Financial Services, LLC
RIALouisville, KY
AUM $12.8MTEAM 1REPS 1
Avere Wealth Management, LLC
RIAAtlanta, GA
AUM $12.8MTEAM 1REPS 1
ILS Financial, LLC
RIAOmaha, NE
AUM $12.8MTEAM 1REPS 1
Awareness Wealth Advisors, Inc.
RIAAUM $12.8MTEAM 1REPS 1
Macino Financial, LLC
RIAHolland, OH
AUM $12.7MTEAM 2REPS 1
Strategic Investments & Insurance
RIABoca Raton, FL
AUM $12.7MTEAM 1REPS 1
Wealth Innovation
RIAAUM $12.7MTEAM 1REPS 2
RKR Capital Group LLC
RIAAUM $12.7MTEAM 1REPS 1
Allen Wealth Management
RIAAUM $12.7MTEAM 1REPS 1
Trinvest Advisors, LLC
RIAAUM $12.7MTEAM 1REPS 1
Frederick H. Cron
RIAAUM $12.7MTEAM 1REPS 1
PR Squared Wealth Management LLC
RIAAtlanta, GA
AUM $12.7MTEAM 3REPS 4
Paul R. Kopey & Associates
RIAAUM $12.7MTEAM 1REPS 1
ALL Weather Portfolio Management, Inc.
RIAAUM $12.7MTEAM 1REPS 1
WAR Streets Capital, LLC
RIAAUM $12.7MTEAM 1REPS 1
Red Rock Capital Advisors, LLC
RIAAUM $12.7MTEAM 1REPS 1
Witter & Westlake Investments
RIAAUM $12.7MTEAM 2REPS 2
Contessa Capital
RIAAUM $12.7MTEAM 1REPS 1
Globalink Wealth Management, LLC
RIAPasadena, CA
AUM $12.7MTEAM 8REPS 9
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?