RIAs: Under $100M AUM
12,861 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Balance Investments
RIAAUM $2.8MTEAM 1REPS 1
Independent Investment Advisor, LLC
RIAAUM $2.8MTEAM 1REPS 1
T Green Wealth Advisors LLC
RIAAUM $2.8MTEAM 1REPS 1
Difi Advisory
RIAAUM $2.8MTEAM 1REPS 1
Chiarezza Capital Management, LLC
RIAAUM $2.8MTEAM 1REPS 1
Fusion Planning LLC
RIAAUM $2.8MTEAM 1REPS 1
Finmentum LLC
RIAAUM $2.8MTEAM 1REPS 1
Silverbrook Investment Advisors, Inc.
RIAAUM $2.8MTEAM 1REPS 1
Ingeniq Capital
RIABedford, MA
AUM $2.8MTEAM 1REPS 1
Insight Family Financial
RIASarasota, FL
AUM $2.8MTEAM 1REPS 1
Socal Planners, Inc
RIAValencia, CA
AUM $2.8MTEAM 1REPS 1
Omni Investment Solutions LLC
RIAMesa, AZ
AUM $2.8MTEAM 3REPS 4
Highline Private Wealth, LLC
RIAAUM $2.8MTEAM 2REPS 2
Align Financial Planning
RIASouthern Pines, NC
AUM $2.8MTEAM 1REPS 1
DPH Financial
RIAAUM $2.8MTEAM 1REPS 1
Luther Wealth Management
RIAAUM $2.8MTEAM 1REPS 1
Stewardship Asset Management LLC
RIAAUM $2.7MTEAM 1REPS 1
Faithful Financial LLC
RIAAUM $2.7MTEAM 1REPS 1
Infinity Financial Planning
RIALos Banos, CA
AUM $2.7MTEAM 1REPS 1
Orbit Financial Planning and Investments
RIAAUM $2.7MTEAM 1REPS 1
Courtside Wealth Partners LLC
RIAAUM $2.7MTEAM 1REPS 1
Clearpeak Capital Management
RIAAUM $2.7MTEAM 1REPS 1
Wealthbound Advisors
RIAAUM $2.7MTEAM 1REPS 1
Edgewater Management Partners LLC
RIAAUM $2.7MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?