RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Lakewood Financial Group, LLC
RIAAUM $81.1MTEAM 3REPS 3
Rathnam Capital, LLC
RIALeesburg, VA
AUM $81.1MTEAM 1REPS 1
VAL Vista Capital Management, LLC
RIASun Lakes, AZ
AUM $81MTEAM 5REPS 1
Charleston Wealth Advisors
RIAMount Pleasant, SC
AUM $81MTEAM 1REPS 1
Cooper, Clay Stephen
RIAPineville, LA
AUM $81MTEAM 2REPS 2
Tor Wealth Advisors, LLC
RIAFolsom, CA
AUM $81MTEAM 4REPS 1
Financial Cornerstones, LLC
RIAThe Woodlands, TX
AUM $81MTEAM 2REPS 1
Investment Advisor Group
RIAAUM $81MTEAM 3REPS 3
TCS Financial Services, Inc.
RIAAUM $80.9MTEAM 1REPS 1
Brightwood Ventures, LLC
RIAAUM $80.9MTEAM 1REPS 1
Select Advisory Group Inc
RIASan Juan, PR
AUM $80.9MTEAM 1REPS 2
Dallas Financial Advisors, LLC
RIADallas, TX
AUM $80.9MTEAM 4REPS 4
Williams Wealth Management, Inc.
RIALos Angeles, CA
AUM $80.9MTEAM 1REPS 1
Blackthorn Asset Management LLC
RIAAUM $80.9MTEAM 1REPS 1
Saranap Wealth Advisors
RIAWalnut Creek, CA
AUM $80.8MTEAM 1REPS 1
Pacific Horizon Investment Management LLC
RIASeattle, WA
AUM $80.8MTEAM 2REPS 2
RPC Wealth, LLC
RIALoveland, CO
AUM $80.8MTEAM 2REPS 4
Island Financial Advisors
RIAToms River, NJ
AUM $80.8MTEAM 4REPS 1
Colucci Wealth Management LLC
RIABrightwaters, NY
AUM $80.8MTEAM 1REPS 1
Axio Consulting Group
RIAWest Columbia, SC
AUM $80.8MTEAM 5REPS 4
Lakeshore Advisors
RIAWinter Park, FL
AUM $80.8MTEAM 1REPS 3
Heintz Wealth Management, LLC
RIAAUM $80.8MTEAM 2REPS 2
CJW Capital, LLC
RIAAUM $80.7MTEAM 4REPS 3
Independence Wealth
RIAVoorhees, NJ
AUM $80.7MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?