RIAs: Under $100M AUM
12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Small Victories Wealth
RIAAUM $3.7MTEAM 1REPS 1
G. P. Greco & Co, Inc.
RIAPalo Alto, CA
AUM $3.7MTEAM 1REPS 1
Brol Capital Management, LLC
RIAAUM $3.7MTEAM 1REPS 1
Forward Financial Planning
RIAAUM $3.7MTEAM 1REPS 1
Lodestar Asset Management LLC
RIAAUM $3.7MTEAM 1REPS 1
Resnn Investments, LLC
RIAAUM $3.7MTEAM 1REPS 1
Ethical Capital
RIAAUM $3.7MTEAM 1REPS 1
Tactical Wealth Planning LLC
RIAAUM $3.7MTEAM 1REPS 1
Catsgame Capital LLC
RIAAUM $3.7MTEAM 1REPS 1
Strategic Finance Inc.
RIAClackamas, OR
AUM $3.7MTEAM 1REPS 1
Firmo Investment Consulting Services
RIAPasadena, CA
AUM $3.7MTEAM 1REPS 1
Sullivan Haymaker
RIAAUM $3.7MTEAM 1REPS 1
Alphatheta Capital LLC
RIAAUM $3.7MTEAM 1REPS 1
Salem Asset Management
RIAAUM $3.7MTEAM 1REPS 1
Meridian Passage
RIAAUM $3.7MTEAM 1REPS 1
Hawk Capital Wealth Management LLC
RIAAUM $3.7MTEAM 1REPS 1
TJW Fiduciary Plan Consultants, LLC
RIAAUM $3.7MTEAM 1REPS 1
Kasanda Capital
RIANew York, NY
AUM $3.7MTEAM 1REPS 1
Delta Financial Advisory
RIAAUM $3.7MTEAM 1REPS 1
Atrium Financial Advisors LLC
RIAAUM $3.7MTEAM 1REPS 2
Baynes Financial LLC
RIARancho Cucamonga, CA
AUM $3.7MTEAM 1REPS 1
Beacon Financial Management LLC
RIAAUM $3.7MTEAM 1REPS 1
Assurity Wealth Management
RIABradenton, FL
AUM $3.7MTEAM 2REPS 1
Aspen Wealth Advisors LLC
RIAAUM $3.7MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?