RIAs: Under $100M AUM
12,863 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Fountainhead Fiduciary, LLC
RIASolomons, MD
AUM $12.5MTEAM 2REPS 2
Lobnek Wealth Management Inc.
RIAGeneva
AUM $12.5MTEAM 4REPS 2
Grand Arbor Advisors
RIAAUM $12.5MTEAM 1REPS 1
Shidoosh Wealth Management LLC
RIAAUM $12.5MTEAM 1REPS 1
Kenney Wealth Planning & Management
RIAIssaquah, WA
AUM $12.4MTEAM 1REPS 1
The Jamison Edward Group
RIAKearney, MO
AUM $12.4MTEAM 3REPS 3
Kollar Wealth Advisors, LLC
RIANorthbrook, IL
AUM $12.4MTEAM 1REPS 2
Marathon Wealth Incorporated
RIAAUM $12.4MTEAM 1REPS 1
Blue Room Investment Advisors
RIADenver, CO
AUM $12.4MTEAM 4REPS 1
Upstate Financial Planning, LLC
RIAAUM $12.4MTEAM 1REPS 1
Stone Legacy Capital LLC
RIARaleigh, NC
AUM $12.4MTEAM 3REPS 3
Honorable Financial Services, LLC
RIAAUM $12.4MTEAM 1REPS 1
Thomas Capital Management, LLC
RIAAUM $12.4MTEAM 1REPS 1
Consonance Wealth Management
RIALos Gatos, CA
AUM $12.4MTEAM 1REPS 1
MVK Financial Planning, LLC
RIAAUM $12.4MTEAM 1REPS 1
Digiovanni Financial Group, LLC
RIAAUM $12.4MTEAM 1REPS 1
Greyhawk Advisors LLC
RIAAUM $12.4MTEAM 1REPS 1
High Knoll Wealth Advisors, LLC
RIALexington, KY
AUM $12.4MTEAM 3REPS 3
Grass Capital LLC
RIAHouston, TX
AUM $12.4MTEAM 1REPS 1
Kisco Capital, LLC
RIAAUM $12.4MTEAM 1REPS 1
Rockwealth Financial LLC
RIAIrvine, CA
AUM $12.4MTEAM 1REPS 1
Brannen & Lyle Investment Company
RIABainbridge, GA
AUM $12.4MTEAM 3REPS 3
First Light Investment Advisors
RIAAUM $12.4MTEAM 3REPS 3
Ariam Global Inc.
RIASan Diego, CA
AUM $12.4MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?