RIAs: Under $100M AUM
12,857 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
MID Michigan Insurance and Financial Services LLC
RIABay City, MI
AUM $6.2MTEAM 2REPS 2
Xantos Labs, LLC
RIAAUM $6.2MTEAM 3REPS 3
Executive Business Financial Planning
RIAAUM $6.2MTEAM 1REPS 1
Schaeffer Financial & Tax, LLC
RIAAUM $6.2MTEAM 1REPS 1
Alpha Initiative
RIAPalo Cedro, CA
AUM $6.2MTEAM 1REPS 2
Tsai Wealth Management
RIAPasadena, CA
AUM $6.2MTEAM 1REPS 1
Fletcher Wealth Management, Inc.
RIAKingsport, TN
AUM $6.2MTEAM 1REPS 1
From Planning to Living LLC
RIAAUM $6.2MTEAM 1REPS 1
Marshall Wealth Management, LLC
RIASugar Land, TX
AUM $6.2MTEAM 1REPS 1
Legacy Map Design, LLC
RIAWichita, KS
AUM $6.2MTEAM 2REPS 2
Carvalho Investment Group, LLC
RIAAustin, TX
AUM $6.2MTEAM 1REPS 1
Global Wealth Management
RIACorona Del Mar, CA
AUM $6.2MTEAM 1REPS 1
Sterling Advisory Services, LLC
RIASan Jose, CA
AUM $6.2MTEAM 1REPS 1
Kraft Capital
RIAAnn Arbor, MI
AUM $6.2MTEAM 2REPS 2
Hexeum Capital
RIANewport Beach, CA
AUM $6.2MTEAM 1REPS 2
Wonder Wealth LLC
RIAAUM $6.2MTEAM 2REPS 1
Pathway Investments, LLC
RIAAUM $6.2MTEAM 1REPS 1
Holt Wealth Management LLC
RIABorger, TX
AUM $6.2MTEAM 1REPS 1
Charles Kasner Registered Investment Advisor LLC
RIAAUM $6.2MTEAM 1REPS 1
O'Grady Financial LLC
RIAAUM $6.2MTEAM 1REPS 1
Aspire Wealth Advisory Group, LLC
RIANew York, NY
AUM $6.2MTEAM 1REPS 1
SVA Capital Management LLC
RIAAUM $6.2MTEAM 1REPS 1
Robbins Wealth Management, LLC
RIAAUM $6.2MTEAM 1REPS 1
Wealth Transitions
RIAAUM $6.2MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?