RIAs: Under $100M AUM

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

Black Oak Wealth Management, LLC

AUM $15MTEAM 1REPS 1

Hardy Financial Planning

AUM $15MTEAM 1REPS 1

Chuisano and Albert, L.L.C.

Old Bridge, NJ

AUM $15MTEAM 1REPS 1

Alliance Advisors Wealth Management LLC

Novi, MI

AUM $15MTEAM 1REPS 1

Prestonwood Capital Management, LLC

Plano, TX

AUM $15MTEAM 1REPS 1

M3 Asset Management, Inc.

Pasadena, CA

AUM $15MTEAM 1REPS 1

Hazel Ridge Advisors, LLC

AUM $15MTEAM 1REPS 1

Roventini Financial Services, Inc

New City, NY

AUM $15MTEAM 1REPS 1

Softwealth

AUM $15MTEAM 1REPS 1

Andrews Investment Management

Augusta, GA

AUM $15MTEAM 1REPS 1

Northbrook Financial Group, LLC

Auburn, CA

AUM $15MTEAM 1REPS 1

Mark Sharp Retirement

AUM $15MTEAM 1REPS 1

Voltz Asset Management Inc.

AUM $15MTEAM 1REPS 1

Neuse River Capital, LLC

AUM $15MTEAM 1REPS 1

Pointe Equity Partners LLC

AUM $15MTEAM 1REPS 1

Focal Point Financial Group

Prairie Village, KS

AUM $15MTEAM 1REPS 1

Armor Wealth Strategies, LLC

Farmington Hills, MI

AUM $15MTEAM 2REPS 1

Swartz Advisory LLC

AUM $15MTEAM 1REPS 1

77th Street Investors

AUM $15MTEAM 1REPS 1

R5 Capital Management

AUM $15MTEAM 1REPS 1

Elevation Haven Financial

AUM $15MTEAM 1REPS 1

Newage Advisors LLC

Lansing, MI

AUM $15MTEAM 1REPS 1

Frontier Financial Planning

AUM $15MTEAM 1REPS 1

Fendz Asset Management, Inc.

Coral Gables, FL

AUM $14.9MTEAM 2REPS 2

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?