RIAs: Under $100M AUM
12,923 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Titan Financial Services, LLC
RIAEmerson, NJ
AUM $72.2MTEAM 1REPS 1
Saint Louis Investment Advisors Inc
RIACollinsville, IL
AUM $72.2MTEAM 1REPS 1
R. Seeger Wealth Management, Ltd
RIALindenhurst, NY
AUM $72.1MTEAM 1REPS 1
Convergent Financial Group
RIAMount Pleasant, SC
AUM $72.1MTEAM 3REPS 2
Buckeye Wealth Management LLC
RIAWesterville, OH
AUM $72.1MTEAM 4REPS 4
Boulder Investment Group
RIAOverland Park, KS
AUM $72.1MTEAM 3REPS 1
Greenport Financial Advisers Inc.
RIANorth Canton, OH
AUM $72.1MTEAM 3REPS 3
Ashe Benefits 401(K) Advisory Services, Ltd.
RIANaperville, IL
AUM $72.1MTEAM 1REPS 1
Stylus Capital LLC
RIAIstanbul
AUM $72MTEAM 1REPS 2
Affinity Financial Advisory
RIAAllen Park, MI
AUM $72MTEAM 2REPS 2
Messina Wealth Management, LLC
RIADallas, TX
AUM $72MTEAM 2REPS 2
Franco Financial Advisors, Inc.
RIANew York, NY
AUM $72MTEAM 3REPS 3
Paratus Wealth Management, LLC
RIALong Lake, MN
AUM $72MTEAM 1REPS 1
Harvest Capital Assets, LLC
RIAAUM $72MTEAM 3REPS 3
Private Wealth Management, LLC
RIAExton, PA
AUM $72MTEAM 2REPS 2
Highball Advisors
RIAAUM $72MTEAM 2REPS 1
Dobson Asset Management LLC
RIAPortland, OR
AUM $72MTEAM 1REPS 2
Capital Fiduciary Advisors
RIAAshburn, VA
AUM $72MTEAM 1REPS 1
World Capital Advisors, LLC
RIADenver, CO
AUM $72MTEAM 1REPS 4
Kyle S. Scott Financial Planning, Inc.
RIAFort Collins, CO
AUM $72MTEAM 2REPS 2
Trimaran Capital
RIASavannah, GA
AUM $71.9MTEAM 2REPS 2
Silver Advisors, LLC
RIANew York, NY
AUM $71.9MTEAM 1REPS 1
G & R Financial Solutions LLC
RIAFairfield, NJ
AUM $71.9MTEAM 5REPS 2
Anselme Capital, Inc.
RIAAUM $71.9MTEAM 2REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?