RIAs: Under $100M AUM
12,861 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Basalt Wealth Inc.
RIAAUM $500KTEAM 2REPS 2
Brogan Asset Management, LLC
RIAAUM $500KTEAM 2REPS 3
Advisory Financial Services LLC
RIAAUM $500KTEAM 1REPS 1
Money Positive
RIAAUM $500KTEAM 5REPS 6
Robin Pinkham Investment Advisory, LLC
RIAAUM $500KREPS 1
Innovator Wealth Advisor, LLC
RIABeaverton, OR
AUM $500KTEAM 1REPS 1
Investa Asset Management LLC
RIAAUM $500KTEAM 2REPS 2
MFA Global Consulting Group LLC
RIABeverly Hills, CA
AUM $500KTEAM 1REPS 1
Andrew Arroyo Investments, LLC
RIASan Diego, CA
AUM $500KTEAM 1REPS 1
SOP Advisors LLC
RIAAUM $500KTEAM 1REPS 1
Bowman Wealth Management
RIASmyrna, GA
AUM $500KTEAM 1REPS 1
Scundi Investment Management, LLC
RIAAUM $500KTEAM 1REPS 1
Obsidian Wisdom
RIAAUM $500KTEAM 1REPS 1
Bluefin Investment Management, LLC
RIAAUM $500KTEAM 1REPS 1
High Peaks Wealth Strategies
RIAAUM $500KTEAM 1REPS 1
Intentional Asset Management
RIANew York, NY
AUM $500KTEAM 6REPS 2
Myers Capital Management, Inc
RIAAUM $497KTEAM 3REPS 1
Banner Investment Consultants
RIAAUM $495KTEAM 1REPS 1
Growth Equity Management, Inc.
RIAAUM $495KTEAM 1REPS 1
Sherwood Wealth Management
RIAAUM $492KTEAM 1REPS 1
Scionai
RIAAUM $491KTEAM 1REPS 1
Investable
RIAAUM $490KTEAM 4REPS 3
NCT Advisors
RIAAUM $487KTEAM 1REPS 1
Oceanair Wealth
RIAAUM $486KTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?