RIAs: Under $100M AUM
12,861 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
ORR Financial, LLC
RIAAUM $5.2MTEAM 1REPS 1
Trane Capital, LLC
RIAAUM $5.2MTEAM 1REPS 1
Cade Wealth Management LLC
RIAAUM $5.2MTEAM 1REPS 1
NRW Asset Management, Inc.
RIAAUM $5.2MTEAM 1REPS 1
Global Wealth Harbor
RIAAUM $5.2MTEAM 1REPS 1
CWS Asset Management
RIAAUM $5.2MTEAM 1REPS 1
Yeti Wealth Management Group, LLC
RIAHighlands Ranch, CO
AUM $5.2MTEAM 1REPS 1
Poulos, Ernest, D.
RIAAUM $5.2MTEAM 1REPS 1
BPD Wealth Management LLC
RIAAUM $5.2MTEAM 1REPS 1
James C Wangerin, Cpa/Pfs
RIADeer Lodge, MT
AUM $5.2MTEAM 1REPS 1
Mason Wealth Strategies
RIAAUM $5.2MTEAM 1REPS 1
Ogden Asset Management, LLC
RIAAUM $5.1MTEAM 1REPS 1
Martin Capital Management
RIAAUM $5.1MTEAM 1REPS 1
Cornerstone Asset Management, LLC
RIAAUM $5.1MTEAM 1REPS 1
Eisrc
RIAAUM $5.1MTEAM 1REPS 1
1035 Capital Management LLC
RIAAUM $5.1MTEAM 1REPS 1
Cove Fort Capital, LLC
RIAAmerican Fork, UT
AUM $5.1MTEAM 2REPS 2
Kisin Wealth Management LLC
RIAAUM $5.1MTEAM 1REPS 1
Jasi Financial, Inc.
RIAGrapevine, TX
AUM $5.1MTEAM 1REPS 2
Mission Retirement Consulting, Inc.
RIAAUM $5.1MTEAM 1REPS 1
2k Capital L.L.C.
RIAAUM $5.1MTEAM 1REPS 1
Fry's Path Capital, LLC
RIACharlottesville, VA
AUM $5.1MTEAM 3REPS 2
Equity Financial Management
RIAAUM $5.1MTEAM 1REPS 1
Strategic Asset Management
RIAFederal Way, WA
AUM $5.1MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?