RIAs: Under $100M AUM
12,995 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Wealth Management Advisers, LLC
RIAAUM $66.2MTEAM 2REPS 2
Morris Wealth Management
RIAAnderson, CA
AUM $66.2MTEAM 2REPS 3
Peak Wealth Planning, LLC
RIAChicago, IL
AUM $66.1MTEAM 2REPS 2
Mcclure Investment Management, LLC
RIAAUM $66.1MTEAM 3REPS 4
VAM Group, LLC
RIASewickley, PA
AUM $66.1MTEAM 2REPS 2
Main Street Investment Management
RIAEdmond, OK
AUM $66.1MTEAM 2REPS 2
MC2 Financial Advisers, Inc.
RIANewtown Square, PA
AUM $66.1MTEAM 4REPS 2
Komorebi Global
RIAAUM $66MTEAM 1REPS 1
KAI Advisors
RIAAUM $66MTEAM 1REPS 1
Fernandez Financial Advisory, LLC
RIALos Alamitos, CA
AUM $66MTEAM 1REPS 1
Farley Financial
RIAAUM $66MTEAM 2REPS 2
Family Capital Advisors, LLC
RIAAUM $66MTEAM 2REPS 2
Cabildo Capital LLC
RIAAUM $66MTEAM 1REPS 1
Kam-South, LLC
RIAAUM $66MTEAM 1REPS 1
Whole Family Financial Services, Inc.
RIAAUM $66MTEAM 1REPS 1
The Rosamond Financial Group Wealth Management, LLC
RIAMarble Falls, TX
AUM $66MTEAM 5REPS 2
Massie Financial Planning Inc.
RIAAlexandria, VA
AUM $66MTEAM 1REPS 1
Rivercities Asset Management, LLC
RIAOwensboro, KY
AUM $65.9MTEAM 3REPS 4
Michael J.D. Mccall, LLC
RIAAUM $65.9MTEAM 1REPS 1
DMC Wealth Management, LLC
RIABirmingham, AL
AUM $65.9MTEAM 1REPS 1
Sensus Investment Management
RIAEnglewood Cliffs, NJ
AUM $65.9MTEAM 1REPS 1
Odiorne Point Asset Management, LLC
RIAPortsmouth, NH
AUM $65.9MTEAM 3REPS 3
US Advisory Group
RIABeverly, MA
AUM $65.8MTEAM 4REPS 3
ACE & Company New York, Inc.
RIANew York, NY
AUM $65.8MTEAM 4REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?