RIAs: Under $100M AUM
12,909 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Zephyr Advisers
RIAAUM $5.3MTEAM 1REPS 1
B. Water Investments
RIAAUM $5.2MTEAM 1REPS 1
Carey S. Roebuck Financial Services, LLC
RIAAUM $5.2MTEAM 1REPS 2
Meridian Venture Partners, Inc
RIAAUM $5.2MTEAM 3REPS 3
Silk Investment Advisors
RIAAUM $5.2MTEAM 1REPS 1
Addison Asset Management, LLC
RIAAUM $5.2MTEAM 1REPS 1
Luma Financial
RIAAUM $5.2MTEAM 1REPS 1
Shanzer Management
RIAAUM $5.2MTEAM 1REPS 1
Alphaai Capital Management
RIAAUM $5.2MTEAM 1REPS 1
Advantage Financial Consultants
RIAAUM $5.2MTEAM 1REPS 1
Familyroot Wealth Advisors, LLC
RIAAUM $5.2MTEAM 1REPS 1
Juniper Capital Management LLC
RIAAUM $5.2MTEAM 1REPS 1
RL Wright & Associates, LLC
RIASavannah, GA
AUM $5.2MTEAM 2REPS 1
Rockbound Wealth Management
RIAEl Paso, TX
AUM $5.2MTEAM 1REPS 1
Dream Financial Planning
RIAHerndon, VA
AUM $5.2MTEAM 1REPS 1
LBH Wealth Advisors
RIAAUM $5.2MTEAM 1REPS 1
361 Financial Planning, Inc.
RIAWalnut Creek, CA
AUM $5.2MTEAM 1REPS 1
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
Poulos, Ernest, D.
RIAAUM $5.2MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?