RIAs: Under $100M AUM
12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Pennant Wealth Management LLC
RIAAUM $3.3MTEAM 1REPS 1
Masdevallia LLC
RIAAUM $3.3MTEAM 1REPS 1
Kehlet Capital Management, LLC
RIAAUM $3.3MTEAM 1REPS 1
The Spinelli Group LLC
RIAAUM $3.3MREPS 1
A.E.I. Financial Group
RIASanta Rosa, CA
AUM $3.3MTEAM 1REPS 1
Wealthier Way, LLC
RIAAUM $3.3MTEAM 1REPS 1
Hill-Top Financial Planning, LLC
RIAAUM $3.3MTEAM 1REPS 1
Lifelong Investment Management Services LLC
RIAAUM $3.3MTEAM 1REPS 1
133 Legacy
RIAAUM $3.3MTEAM 1REPS 1
Kinetic Pathways Company
RIAAUM $3.3MTEAM 1REPS 1
Grail Capital LLC
RIAAUM $3.3MTEAM 1REPS 1
Mecklenburg Financial Group
RIAAUM $3.3MTEAM 1REPS 1
Intrinsic Asset LLC
RIAAUM $3.3MTEAM 3REPS 2
Childress Investment Management
RIAAUM $3.3MTEAM 1REPS 1
Chadsel LLC
RIANew York, NY
AUM $3.3MTEAM 5REPS 1
Clef Financial, LLC
RIAGreensboro, NC
AUM $3.3MTEAM 1REPS 1
Cottonwood Capital Management LLC
RIAAUM $3.3MTEAM 1REPS 1
Grantd Wealth, Inc.
RIADenver, CO
AUM $3.3MTEAM 4REPS 3
Capuchin Capital
RIAAUM $3.3MTEAM 1REPS 1
Lifetime Wealth Design LLC
RIALouisville, KY
AUM $3.3MTEAM 1REPS 1
Harvest Money | Invest Your Faith
RIAAUM $3.2MTEAM 1REPS 1
The Retirement Planning Center
RIAAUM $3.2MTEAM 1REPS 1
Ascend Financial
RIAAUM $3.2MTEAM 1REPS 1
Seapoint Capital Management LLC
RIAAUM $3.2MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?