RIAs: Under $100M AUM
12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Propel Private Wealth LLC
RIAAUM $2.8MTEAM 1REPS 2
Fusion Planning LLC
RIAAUM $2.8MTEAM 1REPS 1
Finmentum LLC
RIAAUM $2.8MTEAM 1REPS 1
Euclid Harding, LLC
RIAAUM $2.8MTEAM 1REPS 1
Silverbrook Investment Advisors, Inc.
RIAAUM $2.8MTEAM 1REPS 1
Ingeniq Capital
RIABedford, MA
AUM $2.8MTEAM 1REPS 1
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
Austin National Financial Services
RIAAustin, TX
AUM $2.8MTEAM 1REPS 1
Luther Wealth Management
RIAAUM $2.8MTEAM 1REPS 1
Stewardship Asset Management LLC
RIAAUM $2.7MTEAM 1REPS 1
Seterios Wealth Advisors, LLC
RIAAUM $2.7MTEAM 3REPS 3
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
IHP Wealth Management
RIAAUM $2.7MTEAM 1REPS 1
Global Macro Asset Management LLC
RIALas Vegas, NV
AUM $2.7MTEAM 2REPS 2
Magis Management, LLC
RIAAUM $2.7MTEAM 1REPS 1
Fortune Capital Management LLC
RIAAUM $2.7MTEAM 1REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?