RIAs: Under $100M AUM

12,909 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Stadium Financial LLC

AUM $26.8MTEAM 1REPS 1

DDO Advisory Services, LLC

Rhinebeck, NY

AUM $26.8MTEAM 1REPS 1

Middleton Advisory

Bethesda, MD

AUM $26.8MTEAM 1REPS 1

Safe Harbor Asset Management, Inc.

Huntington, NY

AUM $26.8MTEAM 4REPS 3

Jason Tate Financial Consulting, LLC

AUM $26.8MTEAM 1REPS 1

Capital Asset Management Group, Inc.

AUM $26.8MTEAM 1REPS 1

Ward Capital Management LLC

AUM $26.8MTEAM 1REPS 1

Dental Wealth Partners LLC

Jackson, MS

AUM $26.8MTEAM 1REPS 1

Karagosian Financial Services, Inc

Croton On Hudson, NY

AUM $26.8MTEAM 1REPS 1

R & R Financial Services, LLC

AUM $26.8MTEAM 1REPS 1

Innovest Strategies LLC

Raleigh, NC

AUM $26.8MTEAM 1REPS 1

Cgam

Naperville, IL

AUM $26.8MTEAM 17REPS 10

ASC 401(K) Management

Appleton, WI

AUM $26.8MTEAM 1REPS 1

Sovereign Capital Vantage, Inc.

AUM $26.8MTEAM 2REPS 3

Luminary Financial Planning

Modesto, CA

AUM $26.8MTEAM 1REPS 1

Bright Vision Wealth

The Woodlands, TX

AUM $26.7MTEAM 2REPS 2

Four Seasons Investment Management, Inc.

AUM $26.7MTEAM 1REPS 2

Portage Capital Management LLC

Rolling Hills Estates, CA

AUM $26.7MTEAM 1REPS 1

HIP Investor, Inc.

AUM $26.7MTEAM 4REPS 4

Consolidated Asset Management, LLC

AUM $26.7MTEAM 1REPS 1

Access Planning Partners, LLC

AUM $26.7MTEAM 1REPS 2

Poydras Capital Partners

Metairie, LA

AUM $26.7MTEAM 1REPS 2

Fordham Financial Services, Inc.

Hoschton, GA

AUM $26.7MTEAM 1REPS 1

JST Investment Consulting

Seal Beach, CA

AUM $26.6MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,773 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,031 FIRMS

FINTRX platform

Need contacts and allocation intelligence for these firms?