RIAs: Under $100M AUM
12,981 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
First Fidelity Group LLC
RIAAUM $7.3MTEAM 1REPS 1
Phase Line Financial
RIAAUM $7.3MTEAM 1REPS 1
BDC Investment Advisors, LLC
RIAAUM $7.3MTEAM 2REPS 2
Armas Capital Management, LLC
RIAHouston, TX
AUM $7.3MTEAM 1REPS 2
Global Autotrading
RIAAUM $7.3MTEAM 2REPS 2
DON Brown - Investment Advisor, LLC
RIAAUM $7.3MTEAM 1REPS 1
Legacy Financial Solutions, Inc.
RIAManchester, NH
AUM $7.3MTEAM 2REPS 2
Integ Financial Investment Advisory LLC
RIAAUM $7.3MTEAM 1REPS 1
Hartman Financial Planning
RIASanta Clarita, CA
AUM $7.3MTEAM 1REPS 1
Wuenschell Financial Services LLC
RIAAUM $7.3MTEAM 1REPS 1
Prosperitage Wealth
RIAAUM $7.3MTEAM 3REPS 1
Quantumleap Wealth Management, LLC
RIASaint Charles, MO
AUM $7.3MTEAM 1REPS 1
RJ Pace Financial
RIAAUM $7.3MTEAM 1REPS 1
CRU Wealth Management
RIAAUM $7.3MTEAM 1REPS 1
Envest Advisors, LLC
RIAMyrtle Beach, SC
AUM $7.3MTEAM 3REPS 3
Serene Wealth Planning, LLC
RIAEverett, WA
AUM $7.3MTEAM 1REPS 1
Priority Investment Management LLC
RIAAUM $7.3MTEAM 1REPS 1
Financial Growth Management Inc.
RIAAUM $7.3MTEAM 1REPS 2
Longhouse Wealth Management
RIAEncinitas, CA
AUM $7.3MTEAM 2REPS 2
Trivium Capital Partners, LLC
RIALogan, UT
AUM $7.3MTEAM 1REPS 1
MT Ryan, Inc.
RIASan Clemente, CA
AUM $7.2MTEAM 1REPS 1
Choice Financial & Insurance Services, Inc.
RIABrea, CA
AUM $7.2MTEAM 1REPS 1
Cumulare Asset Management, LLC
RIAAUM $7.2MTEAM 1REPS 1
Green Investment Strategies, Incorporated
RIAAUM $7.2MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?