RIAs: Under $100M AUM

12,910 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Bert Riddell Cramer, Investment Adviser

AUM $11.5MTEAM 1REPS 1

Thomas Smith and Associates, Inc.

AUM $11.5MTEAM 2REPS 2

Equatorial Advisors, LLC

AUM $11.5MTEAM 1REPS 1

New Capital Management, LLC

AUM $11.5MTEAM 2REPS 1

Sea Change Financial Planning

AUM $11.5MTEAM 1REPS 1

Clavis Capital Management, LLC

Englewood Cliffs, NJ

AUM $11.5MTEAM 2REPS 2

Bigham Wealth Advisory LLC

Chattanooga, TN

AUM $11.5MTEAM 1REPS 1

Douglass Financial Group

Greenwood Village, CO

AUM $11.5MTEAM 1REPS 1

Synergy Wealth Management

AUM $11.5MTEAM 1REPS 1

Financial Partners, Inc.

AUM $11.5MTEAM 1REPS 1

Financial Equations Advisors, Inc.

Corona, CA

AUM $11.5MTEAM 2REPS 2

Crouch Investment Group, Inc.

AUM $11.5MTEAM 2REPS 2

Scamardo Financial LLC

AUM $11.5MTEAM 1REPS 1

Limber Capital LLC

AUM $11.5MTEAM 1REPS 1

Level Up Wealth Management

AUM $11.5MTEAM 1REPS 1

Financial Planning Center

AUM $11.5MTEAM 1REPS 1

First American Financial Advisors, Inc.

Overland Park, KS

AUM $11.5MTEAM 4REPS 4

Enterprise Value Capital Management, LLC

New York, NY

AUM $11.5MTEAM 1REPS 1

Ripple Ridge Enterprises LLC

Countryside, IL

AUM $11.5MTEAM 1REPS 1

Mpower Wealth Management, LLC

AUM $11.5MTEAM 1REPS 1

Directional Financial Services

Seattle, WA

AUM $11.5MTEAM 4REPS 4

Wellspring Investing

AUM $11.4MTEAM 1REPS 1

Roth Investment Management, LLC

AUM $11.4MTEAM 1REPS 1

7 Star Investment Advisors

AUM $11.4MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,782 FIRMS $500M – $1BReported AUM2,406 FIRMS $1B – $5BReported AUM3,236 FIRMS Over $5BReported AUM2,032 FIRMS

FINTRX platform

Need contacts and allocation intelligence for these firms?