RIAs: Under $100M AUM

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

Leetown Advisors

AUM $12.5MTEAM 1REPS 1

Sansone & Associates

San Antonio, TX

AUM $12.5MTEAM 1REPS 1

Core Asset Management, LLC

AUM $12.5MTEAM 1REPS 1

Olive Tree Asset Management

AUM $12.5MTEAM 1REPS 1

Acentrus Financial Partners LLC

AUM $12.5MTEAM 2REPS 2

Avea Financial Planning, LLC

AUM $12.5MTEAM 1REPS 1

Synergy Wealth Management

AUM $12.5MTEAM 1REPS 1

Westwood Asset Management, LLC

AUM $12.5MTEAM 1REPS 1

Viking Wealth Management LLC

AUM $12.5MTEAM 1REPS 1

Core Capital Management, LLC

AUM $12.5MTEAM 1REPS 1

Alpha Blue Capital

AUM $12.5MTEAM 2REPS 3

Waterstone Advisors LLC

AUM $12.5MTEAM 1REPS 1

Advantage Financial Services, Inc.

Littleton, CO

AUM $12.5MTEAM 1REPS 1

Pakha Investment Advisory

Redlands, CA

AUM $12.5MTEAM 1REPS 1

Phoenix Financial Engineering, LLC

AUM $12.5MTEAM 1REPS 1

Brown Bridge Capital, LLC

Bellevue, WA

AUM $12.5MTEAM 1REPS 1

New West Asset Management

AUM $12.5MTEAM 1REPS 1

Walker Capital Advisors

New York, NY

AUM $12.5MTEAM 1REPS 1

Northside Group Wealth Management, LLC

Mount Airy, NC

AUM $12.5MTEAM 1REPS 1

Ability First

Phoenix, AZ

AUM $12.5MTEAM 1REPS 1

Lefils Wealth Management LLC

Orange City, FL

AUM $12.5MTEAM 1REPS 1

Wealth Mode

Bountiful, UT

AUM $12.5MTEAM 2REPS 1

Beechwood Capital Management, Inc.

Montgomery, OH

AUM $12.5MTEAM 1REPS 1

Integrated Planning Strategies, LLC

Oklahoma City, OK

AUM $12.5MTEAM 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?