RIAs: Under $100M AUM
12,859 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Ford Investment Counsel LLC
RIAAUM $9.8MTEAM 1REPS 1
SOL Financial
RIAMiami, FL
AUM $9.8MTEAM 1REPS 1
Ronald J. Rich Financial Advising
RIAAUM $9.8MTEAM 1REPS 1
Anchored Wealth
RIAThe Woodlands, TX
AUM $9.8MTEAM 2REPS 1
CVW Financial, LLC
RIAAUM $9.8MTEAM 1REPS 1
Kompass Financial Advisors, Inc.
RIAAUM $9.8MTEAM 1REPS 1
Hommel Wealth Management, Inc.
RIAGarden City, NY
AUM $9.8MTEAM 1REPS 1
Champion Financial Planning LLC
RIAAUM $9.8MTEAM 1REPS 1
Simplified Wealth LLC
RIAAUM $9.7MTEAM 1REPS 1
Capstone Global Advisors, LLC
RIAAUM $9.7MTEAM 1REPS 1
Adaptive Financial Solutions Inc
RIAAUM $9.7MTEAM 1REPS 1
FPR Investments LLC
RIAAUM $9.7MTEAM 1REPS 1
Dreamfield Planning Group, LLC
RIABraintree, MA
AUM $9.7MTEAM 1REPS 1
Ball Wealth Management LLC
RIAAUM $9.7MTEAM 1REPS 1
Ze Capital LLC
RIAAUM $9.7MTEAM 2REPS 2
Nichols Wealth Advisors
RIAAUM $9.7MTEAM 1REPS 1
Schneider, Franz
RIAAUM $9.7MTEAM 1REPS 1
Mcdonnell Financial Services
RIAAUM $9.7MTEAM 1REPS 1
Diversified Consumer Planning LLC
RIAAUM $9.7MTEAM 2REPS 2
Fieldstone Money Management, Inc.
RIAAUM $9.7MTEAM 2REPS 2
SMR Strategic Investments, LLC
RIAAUM $9.7MTEAM 1REPS 1
Epoch Family Wealth
RIAAUM $9.7MTEAM 1REPS 1
Bison Wealth Management, LLC
RIAAUM $9.7MTEAM 1REPS 1
Davenport Advisors 14 LLC
RIANewport Beach, CA
AUM $9.7MTEAM 1REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?