RIAs: Under $100M AUM

12,931 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Harvestwise Wealth Planning

Escondido, CA

AUM $42.3MTEAM 1REPS 1

Prism Fund Solutions, Inc.

AUM $42.3MTEAM 1REPS 1

Arseneau Financial

Westerville, OH

AUM $42.3MTEAM 3REPS 3

Diablo Investment Advisors, LLC

AUM $42.3MTEAM 1REPS 1

Capital Asset Advisors LLC

Scottsdale, AZ

AUM $42.3MTEAM 3REPS 2

Lewis Wealth Management, LLC

Carmel, IN

AUM $42.3MTEAM 1REPS 1

Lexus Wealth Management

Omaha, NE

AUM $42.3MTEAM 3REPS 3

Confluence Capital Advisors, LLC

AUM $42.3MTEAM 1REPS 1

Iron Mountain Financial Planning

Rapid City, SD

AUM $42.3MTEAM 1REPS 1

Berg Investment Planning

AUM $42.2MTEAM 1REPS 1

Pilot Retirement Advisors

AUM $42.2MTEAM 2REPS 2

Edgewater Asset Management

Virginia Beach, VA

AUM $42.2MTEAM 2REPS 2

Western Reserve Wealth Management LLC

AUM $42.2MTEAM 1REPS 1

Paramount Investment Advisors

Buford, GA

AUM $42.2MTEAM 1REPS 1

TRS Advisors, LLC

Fort Worth, TX

AUM $42.1MTEAM 3REPS 3

Simpleadvisory LLC

Garden City, NY

AUM $42.1MTEAM 3REPS 2

Curated Wealth Solutions, LLC

AUM $42.1MTEAM 1REPS 1

Mission Street Wealth Planning

Pasadena, CA

AUM $42.1MTEAM 3REPS 3

Guide Wealth Management

AUM $42.1MTEAM 2REPS 1

Encore Investment Advisors, LLC

AUM $42.1MTEAM 1REPS 1

IQ Portfolios

Windermere, FL

AUM $42.1MTEAM 1REPS 1

Affinity Financial - The Walker Group LLC

AUM $42.1MTEAM 1REPS 1

Oak Grove Management LLC

Greenwich, CT

AUM $42.1MTEAM 1REPS 1

Power Investing

AUM $42.1MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,782 FIRMS $500M – $1BReported AUM2,409 FIRMS $1B – $5BReported AUM3,233 FIRMS Over $5BReported AUM2,034 FIRMS

FINTRX platform

Need contacts and allocation intelligence for these firms?