RIAs: Under $100M AUM
12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Canny Capital Management, LLC
RIAAUM $4.6MTEAM 1REPS 1
Dvorchak & Associates
RIAAUM $4.6MTEAM 1REPS 1
Prospera Funds, Inc.
RIAIsle Of Palms, SC
AUM $4.6MTEAM 4REPS 4
RJB Investment Advisory Services, LLC
RIAAUM $4.6MTEAM 1REPS 1
Fields Asset Management LLC
RIAAUM $4.6MTEAM 1REPS 1
Boston Investment Trust Management, Inc.
RIABridgewater, MA
AUM $4.5MTEAM 1REPS 1
Advanced Retirement Solutions, Inc.
RIALittle Rock, AR
AUM $4.5MTEAM 2REPS 1
M. D. Falk & Company, Inc.
RIAAUM $4.5MTEAM 1REPS 1
Righteous Financial, LLC
RIAAustin, TX
AUM $4.5MTEAM 1REPS 1
Belvedere Wealth Advisors LLC
RIAMiami, FL
AUM $4.5MTEAM 1REPS 1
245 Investments LLC
RIASacramento, CA
AUM $4.5MTEAM 1REPS 1
FB Advisory Services, LLC
RIAAUM $4.5MTEAM 1REPS 2
Carissima Capital LLC
RIAAUM $4.5MTEAM 1REPS 1
Taylor Investment Advisory
RIAAUM $4.5MTEAM 1REPS 1
Bains, Tonya R
RIAAUM $4.5MTEAM 1REPS 1
Noorvest LLC
RIAAUM $4.5MTEAM 1REPS 1
Money Illustrated Advisory Services
RIAAUM $4.5MTEAM 1REPS 1
Bridlewood Private Wealth LLC
RIAAUM $4.5MTEAM 1REPS 1
Ridge Capital Advisors, LLC
RIAOro Valley, AZ
AUM $4.5MTEAM 4REPS 4
Kuyrkendall Capital
RIAPalm Beach Gardens, FL
AUM $4.5MTEAM 1REPS 1
Lighthouse Wealth Management, LLC
RIABronx, NY
AUM $4.5MTEAM 1REPS 1
P2, LLC
RIAAUM $4.5MTEAM 1REPS 2
Bais Enterprise
RIAAUM $4.5MTEAM 1REPS 1
MB & Associates
RIAAUM $4.5MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?