RIAs: Under $100M AUM

12,977 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

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

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

Rehoboth Financial Planning, Inc.

Rancho Cordova, 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

TAO Financial

AUM $15.8MTEAM 1REPS 1

CSG Financial

Dover, DE

AUM $15.8MTEAM 3REPS 3

Atwood Financial Planning LLC

AUM $15.8MTEAM 6REPS 7

Mercury Capital Management, Inc.

AUM $15.7MTEAM 2REPS 2

Ametrine Wealth

AUM $15.7MTEAM 1REPS 1

Yields For You, LLC

Melville, NY

AUM $15.7MTEAM 2REPS 2

Rutterer Planning

AUM $15.7MTEAM 1REPS 1

L. B. Eddy

AUM $15.7MTEAM 1REPS 1

MGH Asset Management

Wellington

AUM $15.7MTEAM 2REPS 2

P.R. Curtman Investments LLC

AUM $15.7MTEAM 1REPS 1

Cygnet Investment Co, Inc.

AUM $15.7MTEAM 1REPS 1

The Art And Science Of Successful Planning

Fort Myers, FL

AUM $15.7MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,659 FIRMS $500M – $1BReported AUM2,397 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,033 FIRMS

FINTRX platform

Need contacts and allocation intelligence for these firms?