RIAs: Under $100M AUM

12,908 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Gosho Financial Group

San Mateo, CA

AUM $25.1MTEAM 1REPS 2

Freya Financial Services

AUM $25.1MTEAM 1REPS 1

Fiducia Wealth Management

Pasadena, CA

AUM $25.1MTEAM 1REPS 1

Trexler Financial Advisors LLC

Pana, IL

AUM $25.1MTEAM 1REPS 1

A. Neff Associates LLC

AUM $25.1MTEAM 1REPS 1

Madison Asset Advisors, LLC

AUM $25.1MTEAM 1REPS 1

D. Moss Wealth Management

AUM $25.1MTEAM 1REPS 1

The Knox Group Wealth Management

Short Hills, NJ

AUM $25.1MTEAM 2REPS 1

AFS Wealth Management LLC

Watkinsville, GA

AUM $25.1MTEAM 5REPS 3

Abboud Financial Planning, Inc.

AUM $25.1MTEAM 1REPS 1

Arete Capital Management

AUM $25.1MTEAM 1REPS 1

Alpine Peaks Consulting

Alpine Meadows, CA

AUM $25.1MTEAM 1REPS 1

Wealth Management Partners Of Los Angeles

Encino, CA

AUM $25.1MTEAM 1REPS 1

Meritor Capital

Greenwood Village, CO

AUM $25.1MTEAM 1REPS 1

KLK Capital Wealth Advisors LLC

AUM $25.1MTEAM 1REPS 1

Domo Capital Management, LLC

AUM $25MTEAM 1REPS 1

Trihelix Wealth Collective

AUM $25MTEAM 2REPS 2

Planit Financial LLC

AUM $25MTEAM 1REPS 1

FBA Wealth Management, LLC

AUM $25MTEAM 4REPS 1

J.P. Diversified Asset Management LLC

AUM $25MTEAM 1REPS 1

Kevin P. Mcguan, LLC

AUM $25MTEAM 1REPS 1

True Worth Financial Planning LLC

AUM $25MTEAM 1REPS 1

D.L. Fields Advisory Group, LLC

Bentonville, AR

AUM $25MTEAM 4REPS 4

Starkey & Associates, Inc.

AUM $25MTEAM 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?