RIAs: Under $100M AUM
12,861 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
ANT Money Advisors
RIANewport Beach, CA
AUM $269TEAM 12REPS 4
AFT US Capital LLC
RIASan Francisco, CA
AUM $214TEAM 4REPS 2
Broad Investment Securities LLC
RIABeijing
AUM $200TEAM 2REPS 2
Vestie
RIADallas, TX
AUM $125TEAM 1REPS 1
Allegiance Advisors, Inc
RIABurnet, TX
AUM $100TEAM 1REPS 1
HFA Investments, LLC
RIAAtlanta, GA
AUM $100TEAM 2REPS 3
The Charles Towne Agency
RIAAUM $100TEAM 1REPS 1
Pantheon
RIASan Francisco, CA
AUM $11TEAM 1REPS 6
Campbell & Company Wealth Management, LLC
RIASpring Hill, FL
AUM $10TEAM 8REPS 5
Standish Capital Management, LLC
RIAAUM $5TEAM 1REPS 1
Penserra Global Investors LLC
RIAOrinda, CA
AUM $2TEAM 12REPS 8
Smith Securities LLC
RIAAUM $2TEAM 3REPS 3
Equity Fund Research, LLC
RIAAUM $2TEAM 1REPS 1
Callidus Capital
RIAAUM $2TEAM 1REPS 1
Fortino Wealth Management, LLC
RIAOverland Park, KS
AUM $2TEAM 1REPS 1
Megapro Corporation
RIASaint Louis, MO
AUM $2TEAM 4REPS 3
Wavelet Capital
RIAAUM $2TEAM 1REPS 1
1316 Capital LLC
RIAAUM $2TEAM 1REPS 1
Alka Partners, LLC
RIAFarmers Branch, TX
AUM $2TEAM 1REPS 2
Atlas Square Partners(HK) Limited
RIAHong Kong
AUM $2TEAM 2REPS 2
Zacks Intelligence LLC
RIAChicago, IL
AUM $2TEAM 10REPS 5
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?