RIAs: Under $100M AUM
12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Covenant Wealth Advisors
RIAAUM $6.7MTEAM 1REPS 1
Holman Wealth Management
RIAAUM $6.7MTEAM 1REPS 1
Clarified Wealth Advisory
RIAAustin, TX
AUM $6.7MTEAM 1REPS 1
Lota Advisors LLC
RIAAUM $6.7MTEAM 1REPS 1
Allen Financial Advisement, Inc.
RIALa Jolla, CA
AUM $6.7MTEAM 1REPS 1
Opsis Advisory Group
RIAAUM $6.7MTEAM 1REPS 1
Celtic Capital Corporation
RIAAUM $6.7MTEAM 1REPS 1
Marienplatz Wealth Management LLC
RIAAUM $6.7MTEAM 1REPS 1
IEM Asset Management, LLC
RIARed Bank, NJ
AUM $6.7MTEAM 1REPS 1
Great Lakes Retirement Planning LLC
RIACleveland, OH
AUM $6.7MTEAM 1REPS 2
Brockelsby Investment Services
RIAAUM $6.6MTEAM 1REPS 1
Infinity Wealth Coaching, LLC
RIALas Vegas, NV
AUM $6.6MTEAM 1REPS 1
Woman To Woman Financial
RIAJacksonville, FL
AUM $6.6MTEAM 1REPS 1
Divine Asset Management LLC
RIAAUM $6.6MTEAM 1REPS 2
Educated Financial Planning
RIAAUM $6.6MTEAM 1REPS 1
Kun-Lun Development Corporation
RIAAUM $6.6MTEAM 3REPS 3
Acorn Asset Management LLC
RIAPrinceton, NJ
AUM $6.6MTEAM 1REPS 1
Financial Synergy, Inc.
RIAAUM $6.6MTEAM 1REPS 1
Kenobi Wealth
RIAAUM $6.6MTEAM 1REPS 1
CT Investment Management Co, LLC
RIANew York, NY
AUM $6.6MTEAM 13REPS 6
Wayup Wealth Building Group
RIAAUM $6.6MTEAM 1REPS 1
Ninety West Global Wealth
RIANew Orleans, LA
AUM $6.6MTEAM 1REPS 1
EWM Advisory
RIABuffalo, NY
AUM $6.6MTEAM 1REPS 1
Isadore Retirement Group, LLC
RIATraverse City, MI
AUM $6.6MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?