RIAs: Under $100M AUM
12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
SCV Capital LLC
RIAAUM $70KTEAM 3REPS 3
The Investment Lab, LLC
RIAAUM $70KTEAM 3REPS 3
Healthyfp
RIAAUM $68.8KTEAM 1REPS 1
Uncaged Impact
RIAAUM $68.1KTEAM 1REPS 1
Galvez Financial LLC
RIAParrish, FL
AUM $67.8KTEAM 1REPS 1
Corvum Investment Management
RIAAUM $67.7KTEAM 1REPS 1
Wealthpaver
RIAPleasanton, CA
AUM $67.2KTEAM 2REPS 8
US Fund Manager LLC
RIAAUM $67.2KTEAM 1REPS 1
Greenway Financial Planning, LLC
RIAAUM $67KTEAM 1REPS 1
Firefly Wealth Management
RIACleveland, OH
AUM $65KTEAM 1REPS 1
Tuvin & Tuvin, Ltd.
RIAAUM $65KTEAM 1REPS 1
David Rhodes Cannon, C.P.A., LLC
RIAFrisco, TX
AUM $64.2KTEAM 1REPS 1
Tandem Financial Planning LLC
RIAAUM $63.6KTEAM 1REPS 1
Afrobloc
RIAAUM $63.2KTEAM 1REPS 1
Unifimoney Ria, Inc.
RIAAUM $62KTEAM 2REPS 2
Regal Oak Financial, LLC
RIAAUM $61.4KTEAM 1REPS 1
Broken Investing, LLC
RIAWaco, TX
AUM $60KTEAM 1REPS 1
Dyer Private Wealth Management
RIAAUM $57.2KTEAM 1REPS 1
Gouda Wealth Planning
RIAAUM $54.9KTEAM 1REPS 1
Owlcrest Partners LLC
RIASan Juan, PR
AUM $54.9KTEAM 3REPS 2
Kingsly Capital, LLC
RIAScottsdale, AZ
AUM $53.9KTEAM 6REPS 6
Sensible Wealth Management, Inc.
RIAAUM $53.8KTEAM 1REPS 1
Trainor Consulting
RIAAUM $53.6KTEAM 1REPS 1
Binvesting
RIAHouston, TX
AUM $52.4KTEAM 26REPS 13
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?