RIAs: Under $100M AUM
12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
The Change Advisory Group, LLC
RIAAUM $74.9MTEAM 3REPS 3
EKO
RIAAUM $74.9MTEAM 12REPS 1
Calisi Wealth Management
RIATempe, AZ
AUM $74.9MTEAM 1REPS 1
R.D. Smothers Wealth Management
RIACampbellsville, KY
AUM $74.9MTEAM 11REPS 3
Charter Oak Asset Management, Inc.
RIACheshire, CT
AUM $74.8MTEAM 3REPS 2
Affinity Wealth Management, LLC
RIAPlymouth, MI
AUM $74.8MTEAM 4REPS 4
HLV Ventures
RIAHauppauge, NY
AUM $74.8MTEAM 12REPS 2
Beyond Wealth Advisory LLC
RIASan Francisco, CA
AUM $74.8MTEAM 2REPS 3
Hurwitz Associates, Inc.
RIAHouston, TX
AUM $74.8MTEAM 5REPS 5
Vora Wealth Management, Pllc
RIAFlagstaff, AZ
AUM $74.8MTEAM 1REPS 1
On Point Crna
RIAAUM $74.8MTEAM 4REPS 2
Ginsberg Financial Strategies
RIAWalnut Creek, CA
AUM $74.8MTEAM 3REPS 1
Macro Wealth Management, Inc.
RIAPeoria, IL
AUM $74.8MTEAM 4REPS 4
Fiduciary Pension Partners, LLC
RIAAUM $74.8MTEAM 6REPS 1
Walter J. Reyna, Inc.
RIAMcallen, TX
AUM $74.8MTEAM 4REPS 4
Wealth Accel
RIACenterville, OH
AUM $74.8MTEAM 1REPS 1
Aspire Wealth Advisors, LLC
RIAAUM $74.7MTEAM 1REPS 1
Financial Planning Associates, LLC
RIAWhite Plains, NY
AUM $74.7MTEAM 1REPS 1
AMC Wealth Management, LLC
RIAAUM $74.7MTEAM 7REPS 7
Bradley Advisory
RIAStevens, PA
AUM $74.7MTEAM 1REPS 2
Probitas Financial
RIANewport Beach, CA
AUM $74.7MTEAM 2REPS 2
Satori Wealth Management, Inc.
RIASan Diego, CA
AUM $74.7MTEAM 2REPS 2
Piermani Charles J Associates
RIANorristown, PA
AUM $74.6MTEAM 1REPS 1
Lifestage Wealth Management, Inc.
RIACoon Rapids, MN
AUM $74.6MTEAM 2REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?