RIAs: Under $100M AUM

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

Flegal Financial Planning

AUM $14.3MTEAM 1REPS 1

Norton-Barkley Asset Management

AUM $14.3MTEAM 1REPS 1

Blue Slate Investment Management

Burlington, VT

AUM $14.3MTEAM 1REPS 1

FQI Capital Management LLC

AUM $14.3MTEAM 2REPS 3

10x10y LLC

AUM $14.3MTEAM 1REPS 1

Sagewater Wealth Management LLC

Beverly Hills, CA

AUM $14.3MTEAM 2REPS 2

R.B. Financial Group

AUM $14.3MTEAM 1REPS 1

Tranquil Asset Management LLC

AUM $14.3MTEAM 1REPS 1

Starkel Wealth Advisors, LLC

Sarasota, FL

AUM $14.3MTEAM 1REPS 1

Einstok Wealth Management LLC

AUM $14.3MTEAM 1REPS 1

Melchior Investments LLC

AUM $14.3MTEAM 1REPS 1

GD Investment Advisers LLC

AUM $14.3MTEAM 1REPS 1

Wisdom Investment Strategies, LLC

AUM $14.3MTEAM 2REPS 2

Wilson Investment Services

AUM $14.3MTEAM 1REPS 1

Hood Financial, LLC

AUM $14.3MTEAM 2REPS 1

Aegis Investment Management, LLC

Red Wing, MN

AUM $14.3MTEAM 1REPS 1

Ginkgo Global Limited

Shanghai

AUM $14.3MTEAM 10REPS 2

Triple Crown Wealth Management

Lexington, KY

AUM $14.3MTEAM 3REPS 2

Zafiro

AUM $14.3MTEAM 1REPS 1

Lifetime Financial Advisors LLC

Wooster, OH

AUM $14.3MTEAM 2REPS 1

Barbara S. Gault

AUM $14.2MTEAM 1REPS 1

Asset Growth Associates Wealth Advisors

Beaumont, TX

AUM $14.2MTEAM 3REPS 3

Heritage Private Wealth

Nashville, TN

AUM $14.2MTEAM 1REPS 1

Holistic Finance LLC

AUM $14.2MTEAM 4REPS 4

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?