RIAs: Under $100M AUM

12,863 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

North Coast Asset Management, Inc.

Windsor, CA

AUM $15.9MTEAM 3REPS 2

Putman Capital Management, Inc.

Torrance, CA

AUM $15.9MTEAM 2REPS 1

Assetfusion, LLC

AUM $15.9MTEAM 2REPS 2

Cooper Norman Wealth, LLC

Idaho Falls, ID

AUM $15.9MTEAM 4REPS 4

A to Z Asset Advisors, LLC

AUM $15.9MTEAM 1REPS 1

Traction Wealth Management, LLC

AUM $15.9MTEAM 1REPS 1

Highgate Financial Partners

Westlake Village, CA

AUM $15.9MTEAM 1REPS 1

Fyvie Financial LLC

AUM $15.9MTEAM 3REPS 1

Capital Assets

AUM $15.9MTEAM 1REPS 1

Linden Ash Capital

AUM $15.8MTEAM 1REPS 1

Kelly Klingaman Financial Planning LLC

AUM $15.8MTEAM 1REPS 1

Candor Asset Advisors, LLC

West Lake Hills, TX

AUM $15.8MTEAM 1REPS 1

Par5 Advisors LLC

Miami, FL

AUM $15.8MTEAM 4REPS 3

Trident Advisors LLC

Woodbury, NY

AUM $15.8MTEAM 6REPS 8

J Ward Financial

Morgan Hill, CA

AUM $15.8MTEAM 1REPS 1

Owens Investment Advisors LLC

AUM $15.8MTEAM 1REPS 1

Highroad Wealth Advisers, LLC

Rochester, NY

AUM $15.8MTEAM 1REPS 1

Holistic Planners

Washington, DC

AUM $15.8MTEAM 2REPS 2

Stapleton Financial Group

Billings, MT

AUM $15.8MTEAM 1REPS 1

PAY It Forward Financial Planning, LLC

AUM $15.8MTEAM 1REPS 1

Axis Capital Management, LLC

Hermosa Beach, CA

AUM $15.8MTEAM 1REPS 1

Goggans Group Inc

Gadsden, AL

AUM $15.8MTEAM 1REPS 1

Stoecker Financial, Inc.

AUM $15.8MTEAM 1REPS 1

H R Financial Services, Inc.

AUM $15.8MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,826 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,036 FIRMS

FINTRX platform

Need contacts and allocation intelligence for these firms?