RIAs: Under $100M AUM
12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Priad Investment Advisers, L.L.C.
RIAAUM $4.3MTEAM 1REPS 1
Catalano Financial
RIAThe Woodlands, TX
AUM $4.3MTEAM 1REPS 1
Brentonian Capital Management LLC
RIAAUM $4.3MTEAM 1REPS 1
Pavilion Financial Planning
RIAAUM $4.3MTEAM 1REPS 1
Prodeo Asset Management, LLP
RIACharlotte, NC
AUM $4.3MTEAM 1REPS 7
Plan Wise Wealth Group, LLC
RIAIndianapolis, IN
AUM $4.3MTEAM 2REPS 2
Rogers Capital Advisors, LLC
RIAAUM $4.3MTEAM 2REPS 2
Ledgerplus Financial Services LLC
RIAAUM $4.3MTEAM 1REPS 1
Belleros Capital Management, LLC
RIAAUM $4.3MTEAM 1REPS 1
Edwards Financial & Insurance Services
RIAAUM $4.3MTEAM 2REPS 2
Highlands Capital Corporation
RIAAUM $4.3MTEAM 1REPS 1
Avalon Financial LLC
RIAAUM $4.3MTEAM 1REPS 1
Noah Investment Management, LLC
RIAAUM $4.3MTEAM 1REPS 1
Strategicglobal Insight, LLC
RIAAUM $4.3MTEAM 1REPS 1
Climbing Rose Capital LLC
RIAAUM $4.3MTEAM 2REPS 2
Polymath Financial, LLC
RIAOrlando, FL
AUM $4.3MTEAM 1REPS 1
Boylston Capital Management
RIAAUM $4.3MTEAM 1REPS 1
Baker Wealth Advisors, LLC
RIAAUM $4.3MTEAM 1REPS 1
Thomas Everett Investments, LLC
RIAAUM $4.3MTEAM 1REPS 1
Enterprise Wealth Partners, LLC
RIATallapoosa, GA
AUM $4.3MTEAM 1REPS 1
Harvested Financial, LLC
RIAAUM $4.3MTEAM 1REPS 1
Lifefirst Wealth, LLC
RIAHuntsville, AL
AUM $4.3MTEAM 1REPS 1
Capital Financial Boise, Inc.
RIAAUM $4.3MTEAM 1REPS 1
Oak Creek Private Wealth Management LLC
RIATulsa, OK
AUM $4.3MTEAM 1REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?