RIAs: Under $100M AUM
12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Keywell Financial Group LLC
RIAAUM $857KTEAM 1REPS 1
Meranti Capital Partners, Inc.
RIAAtlanta, GA
AUM $855KTEAM 1REPS 2
Openhanded Wealth LLC
RIAAUM $854KTEAM 1REPS 1
KG Meyer, Pc
RIAAUM $850KTEAM 1REPS 1
Lund Capital Management LLC
RIAAUM $850KTEAM 1REPS 1
Fortune Financial
RIAAUM $850KTEAM 1REPS 1
Quadram Capital LLC
RIAAUM $850KTEAM 1REPS 1
Blue Mountain Wealth Management
RIAAUM $847KTEAM 1REPS 1
Charles Capital
RIAAUM $847KTEAM 1REPS 1
Sevey Wealth Advisors
RIAAUM $847KTEAM 1REPS 1
Terrapene Capital
RIACentralia, IL
AUM $846KTEAM 2REPS 2
Viraj Capital, LLC
RIACambridge, MA
AUM $846KTEAM 1REPS 1
Aries Investments, LLC
RIALakeland, TN
AUM $842KTEAM 1REPS 1
Mountain Ash Capital LLC
RIABrooklynn, NY
AUM $841KTEAM 1REPS 1
Pivotpoint Advisors, LLC
RIAAUM $840KREPS 1
Envisionx Capital, LLC
RIAAUM $840KTEAM 1REPS 1
Global Hill Wealth Advisors LLC
RIAAUM $840KTEAM 1REPS 1
Envisionvest
RIAHouston, TX
AUM $838KTEAM 1REPS 1
Alphanso
RIAAUM $838KTEAM 9REPS 2
DTM Advisory Group LLC
RIANeptune, NJ
AUM $838KTEAM 1REPS 1
Briarcliff Manor Wealth Advisors
RIAAUM $836KTEAM 1REPS 1
MER Capital Management, LLC
RIAAlexandria, VA
AUM $829KTEAM 1REPS 1
Oppenheimerfunds Inc
RIAAtlanta, GA
AUM $828KTEAM 15REPS 7
ST. Therese Financial LLC
RIAAUM $827KTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?