RIAs: Under $100M AUM

12,906 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Wood J D & Co

AUM $19.9MTEAM 1REPS 1

Optifolio

AUM $19.9MTEAM 1REPS 1

Liberty Advisers Inc.

AUM $19.9MTEAM 1REPS 5

Vista Financial Services LLC

Alpha, NJ

AUM $19.9MTEAM 1REPS 1

Good Life Wealth Management LLC

AUM $19.9MTEAM 1REPS 1

Candent Capital, LLC

AUM $19.9MTEAM 1REPS 1

Wolf Pine Capital

Portsmouth, NH

AUM $19.9MTEAM 1REPS 1

GQO Investment Advisors, Inc.

AUM $19.9MTEAM 1REPS 1

Wealth Personal

Elk Rapids, MI

AUM $19.9MTEAM 3REPS 2

Three Lakes Advisors, Inc.

AUM $19.9MTEAM 1REPS 1

Creative Wealth Builders, LLC

AUM $19.9MTEAM 1REPS 1

Lloyd Financial Group LLC

Union, KY

AUM $19.9MTEAM 2REPS 2

Fierro, Christopher P

AUM $19.9MTEAM 1REPS 1

Protected Capital Management

AUM $19.9MTEAM 2REPS 2

Prospect Trading LLC

AUM $19.9MTEAM 1REPS 1

Roosevelt Advisors LLC

AUM $19.9MTEAM 2REPS 2

Lynch Retirement Advisors, LLC

Canal Winchester, OH

AUM $19.8MTEAM 1REPS 1

Dominion Financial Consultants, LLC

AUM $19.8MREPS 1

Andy Millard Advisory, LLC

AUM $19.8MTEAM 1REPS 1

Compass Private Wealth Consulting, LLC

AUM $19.8MTEAM 1REPS 1

COX & Company Investment Advisors, Inc.

AUM $19.8MTEAM 1REPS 1

Sabana Capital Management, LLC

Dallas, TX

AUM $19.8MTEAM 1REPS 1

Greenlife Advisors, LLC

Harrison, NY

AUM $19.8MTEAM 1REPS 1

Shepherd Financial LLC

Woodstock, GA

AUM $19.8MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,773 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,031 FIRMS

FINTRX platform

Need contacts and allocation intelligence for these firms?