RIAs: Under $100M AUM
12,859 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Palos Management Inc.
RIAMontreal
AUM $12.1MTEAM 18REPS 4
Capital Wealth Management
RIATewksbury, MA
AUM $12MTEAM 1REPS 1
Expat Financial Solutions
RIAMiami Beach, FL
AUM $12MTEAM 1REPS 2
Haysley Financial Services, Inc.
RIALake Mary, FL
AUM $12MTEAM 1REPS 1
Harvey & Companies, Inc.
RIASt Petersburg, FL
AUM $12MTEAM 2REPS 2
Gaoan Capital Management LLC
RIAAUM $12MTEAM 3REPS 1
Porter Wealth Management, LLC
RIAAtlanta, GA
AUM $12MTEAM 1REPS 1
Harris Wealth Management, Inc.
RIAAUM $12MTEAM 1REPS 1
Net Worth Advisory Services
RIAAUM $12MTEAM 1REPS 1
Cadence Planning, LLC
RIAFrederick, MD
AUM $12MTEAM 1REPS 1
Integrity Advisors
RIASouth Pasadena, FL
AUM $12MTEAM 1REPS 1
Mill Creek Investment Management
RIAAUM $12MTEAM 1REPS 1
Pelleton Capital Management, Ltd.
RIAScottsdale, AZ
AUM $12MTEAM 1REPS 1
World Trends Wealth Management, LLC
RIAAUM $12MTEAM 1REPS 1
Aris Capital Strategies, LLC
RIAAUM $12MTEAM 2REPS 2
Equity Logic
RIAAUM $12MTEAM 2REPS 1
SCW Wealth Management, LLC
RIAAUM $12MTEAM 1REPS 1
Spree Capital Advisers
RIADarien, CT
AUM $12MTEAM 1REPS 1
Wolfhound Wealth
RIAAUM $12MTEAM 1REPS 1
Arbor Capital Management, LLC
RIASan Mateo, CA
AUM $12MTEAM 2REPS 2
Prosperity Investment Advisors, Inc.
RIAAUM $12MTEAM 1REPS 1
Capital Management Services
RIAAUM $12MTEAM 1REPS 1
Sueing Investments, LLC
RIADallas, TX
AUM $12MREPS 1
Aeternum Advisors
RIAAUM $12MTEAM 2REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?