RIAs: Under $100M AUM
12,981 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Foundation Wealth Planning
RIASalina, KS
AUM $7.8MTEAM 1REPS 1
E. Agustoni, Golden Eagle Services
RIAUrdorf
AUM $7.8MREPS 1
Jackson Financial, Investment & Retirement Services, Inc.
RIAMelbourne, FL
AUM $7.8MTEAM 1REPS 1
Agewise Financial Inc.
RIAPalm Desert, CA
AUM $7.8MTEAM 2REPS 1
Red Meadow Advisors, LLC
RIAAUM $7.8MTEAM 1REPS 1
Great Ocean Road Financial
RIAAUM $7.8MTEAM 1REPS 1
Covexic LLC
RIAAUM $7.8MTEAM 1REPS 1
Century Funds Management Inc
RIAAUM $7.8MTEAM 2REPS 2
Serene Financial Solutions
RIAGaithersburg, MD
AUM $7.8MTEAM 1REPS 2
Triaxiom Capital, LLC
RIASan Francisco, CA
AUM $7.8MTEAM 1REPS 1
Smartstreet Investments
RIAAUM $7.8MTEAM 1REPS 1
Rockworth Investment Services LLC
RIACenter Conway, NH
AUM $7.8MTEAM 1REPS 1
Afzali Investments, LLC
RIARolling Hills Estates, CA
AUM $7.8MTEAM 1REPS 1
Sophronia Wealth Advisors
RIAEl Paso, TX
AUM $7.8MTEAM 3REPS 3
Farmingbury Financial Services, LLC
RIAWolcott, CT
AUM $7.8MTEAM 1REPS 1
Rightwise Wealth
RIALas Vegas, NV
AUM $7.8MTEAM 4REPS 3
Hightower & Boler, LLC
RIAChicago, IL
AUM $7.8MTEAM 1REPS 1
Integrity Advisors LLC
RIABurlington, MA
AUM $7.8MTEAM 1REPS 1
Peeples Wealth Management LLC
RIAAUM $7.8MTEAM 1REPS 1
Investment Navigation LLC
RIAChicago, IL
AUM $7.8MTEAM 1REPS 1
Financial Analytics, LLC
RIAAUM $7.7MTEAM 1REPS 1
BIY Financial, LLC
RIAAUM $7.7MTEAM 1REPS 1
Wealthprotect Advisors LLC
RIAAUM $7.7MTEAM 1REPS 1
SDM Investments, LLC
RIAMerrillville, IN
AUM $7.7MTEAM 1REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?