RIAs: Under $100M AUM
12,995 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Keener Investments
RIAAUM $73.4MTEAM 1REPS 1
Schenley Capital, Inc
RIASewickley, PA
AUM $73.3MTEAM 3REPS 3
Sage Hill Advisory And Management LLC
RIASaratoga Springs, NY
AUM $73.3MTEAM 3REPS 2
Vector Money Management Inc
RIARidgeland, MS
AUM $73.3MTEAM 2REPS 1
Helm Financial Advisors, LLC
RIAAUM $73.3MTEAM 1REPS 1
Longview Investment Management
RIAAUM $73.3MTEAM 1REPS 1
Bonacorsi Wealth Management
RIAAmherst, NH
AUM $73.3MTEAM 2REPS 1
World Market Advisors
RIAAUM $73.2MTEAM 3REPS 3
Countryside Financial LLC
RIAWilliamsville, NY
AUM $73.2MTEAM 3REPS 3
Leslie Gale Advisors, LLC
RIAAUM $73.2MTEAM 1REPS 2
Stewardship Partners Investment Counsel, Inc.
RIAAUM $73.2MTEAM 4REPS 10
Truevine Family Wealth
RIAAUM $73.2MTEAM 1REPS 1
Dyer & Company, L.L.C.
RIACharlotte, NC
AUM $73.2MTEAM 2REPS 2
Retirement Income Strategies Inc.
RIAPalm Beach Gardens, FL
AUM $73.2MTEAM 1REPS 1
Waterrock Global Asset Management
RIABellevue, WA
AUM $73.1MTEAM 3REPS 3
Lyons Investment Management
RIAWinter Park, FL
AUM $73.1MTEAM 5REPS 1
Lanes Wealth Management LLC
RIAIrvine, CA
AUM $73MTEAM 2REPS 2
J Beaver Investment Advisors Inc
RIAEl Paso, TX
AUM $73MTEAM 1REPS 1
Soard Financial Management, LLC
RIAEdmond, OK
AUM $73MTEAM 2REPS 2
New Heights Planning
RIAHouston, TX
AUM $73MTEAM 1REPS 1
Tactical Rotation Management, LLC
RIAForest Hills, NY
AUM $73MTEAM 1REPS 2
Carter Capital Management
RIAAUM $73MTEAM 1REPS 1
Heritage House Asset Management
RIABoston, MA
AUM $72.9MTEAM 2REPS 2
Wyatt Wealth Management
RIAArlington, WA
AUM $72.9MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?