RIAs: Under $100M AUM
12,981 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Fulcrum Wealth Systems, LLC
RIAAUM $7.5MTEAM 1REPS 1
Global Steward Advisors, LLC
RIALeola, PA
AUM $7.5MTEAM 1REPS 1
JS Wealth Investment Group
RIAAUM $7.5MTEAM 1REPS 1
Diversified Consumer Planning
RIAAUM $7.5MTEAM 1REPS 1
Austin Creek Capital, LLC
RIAMill Valley, CA
AUM $7.5MTEAM 1REPS 1
Tabar Gaul LLC
RIAAUM $7.5MTEAM 1REPS 2
Grand Street Wealth Management, LLC
RIAAUM $7.5MTEAM 1REPS 1
Kanakaris And Associates
RIAWoodstock, GA
AUM $7.5MTEAM 2REPS 2
Cognition Financial LLC
RIAAUM $7.5MTEAM 1REPS 1
CTG Wealth Management LLC
RIAAUM $7.5MTEAM 1REPS 1
Analytical Investment Services
RIALa Crosse, WI
AUM $7.5MTEAM 1REPS 1
3cm Capital Management, LLC
RIAAUM $7.5MTEAM 2REPS 1
Liberty Solutions Advisors
RIASan Diego, CA
AUM $7.5MREPS 2
Csla Financial Inc
RIAAUM $7.5MTEAM 1REPS 1
Kawasaki Financial, LLC
RIAAUM $7.5MTEAM 1REPS 1
Stonecastle Asset Management, LLC
RIANew York, NY
AUM $7.5MTEAM 6REPS 4
Kell Capital, LLC
RIAAUM $7.5MTEAM 1REPS 1
Entrusted Wealth
RIAKalispell, MT
AUM $7.5MTEAM 1REPS 1
Carnahan Capital Management, LLC
RIAAUM $7.5MTEAM 1REPS 1
Fort Eagle Wealth Management
RIAAUM $7.5MTEAM 1REPS 1
Breacher Capital Advisors, LLC
RIAStamford, CT
AUM $7.5MTEAM 3REPS 2
Orion Capital
RIAAUM $7.5MTEAM 1REPS 2
First Shelbourne
RIAAUM $7.5MTEAM 1REPS 1
Zulu Dreams Capital LLC
RIAAUM $7.5MTEAM 2REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?