RIAs: Under $100M AUM
12,919 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Aclaime Asset Management, LLC
RIACottonwood Heights, UT
AUM $64.4MTEAM 3REPS 2
Northstar Portfolio Investments, LLC
RIAStamford, CT
AUM $64.4MTEAM 2REPS 2
SMP Financial Planning, LLC
RIAAUM $64.4MTEAM 2REPS 2
Winiecki Wealth Management
RIAAUM $64.4MTEAM 1REPS 1
Berman, Gil
RIABoulder, CO
AUM $64.4MTEAM 1REPS 1
Hudson View Advisors, LLC
RIACroton On Hudson, NY
AUM $64.3MTEAM 1REPS 1
Marathon Retirement Planning
RIADublin, CA
AUM $64.3MTEAM 1REPS 2
Thirdline Capital Management LLC
RIARichmond, VA
AUM $64.3MTEAM 7REPS 3
Serenity Capital Advisors Inc.
RIAPittsford, NY
AUM $64.3MTEAM 4REPS 1
Grigg Financial, LLC
RIATimonium, MD
AUM $64.3MTEAM 2REPS 2
R & J Financial Partners, LLC
RIAWinchester, VA
AUM $64.3MTEAM 2REPS 2
Bowline Financial, LLC
RIAGrosse Pointe Woods, MI
AUM $64.2MTEAM 3REPS 2
Greater Than Financial
RIAAUM $64.2MTEAM 3REPS 3
Moneywell
RIAAUM $64.2MTEAM 2REPS 2
Springdale Capital
RIAAUM $64.2MTEAM 1REPS 1
Lagos Wealth Advisors
RIADiamond Bar, CA
AUM $64.2MTEAM 4REPS 3
Miller Capital Management, Inc.
RIABethesda, MD
AUM $64.1MTEAM 1REPS 1
Goto Financial
RIAAUM $64.1MTEAM 2REPS 2
Golden Financial Services
RIAPortsmouth, NH
AUM $64.1MTEAM 1REPS 1
RCA Wealth Strategies LLC
RIAOverland Park, KS
AUM $64.1MTEAM 3REPS 3
Rohr Capital Management
RIAParkersburg, WV
AUM $64.1MTEAM 3REPS 2
Holland Investment Management, Inc.
RIAFort Worth, TX
AUM $64.1MTEAM 3REPS 2
Cavalot Capital
RIAIncline Village, NV
AUM $64.1MTEAM 2REPS 2
Kenai Investments, Inc.
RIAAmarillo, TX
AUM $64MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?