RIAs: Under $100M AUM

12,966 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Wood River Consulting

AUM $10MTEAM 1REPS 1

West Fork Wealth Management LLC

AUM $10MTEAM 1REPS 1

Attivo Legacy Advisors, LLC

Corona, CA

AUM $10MTEAM 4REPS 1

First Class Capital

Liberty, MO

AUM $10MTEAM 1REPS 1

Andrew J. Spillios, Cfp

AUM $10MTEAM 1REPS 1

Westchester Wealth Management

AUM $10MTEAM 1REPS 1

Family Investment Planning, LLC

Elm Grove, WI

AUM $10MTEAM 1REPS 1

Beechnut Capital Management LLC

AUM $10MTEAM 1REPS 1

10 West Advisors, Inc.

Los Angeles, CA

AUM $10MTEAM 1REPS 1

Noble Capital Management, Inc.

Boca Raton, FL

AUM $10MTEAM 4REPS 4

VL Capital Management LLC

AUM $10MTEAM 1REPS 1

Barton Creek Investment Advisors

Austin, TX

AUM $10MTEAM 1REPS 1

Joyful Steward Services

AUM $10MTEAM 1REPS 2

Wolfdog Capital LLC

AUM $10MTEAM 1REPS 1

Rothrock Financial Group

Fairport, NY

AUM $10MTEAM 1REPS 1

Russell Doe Financial Services

Burbank, CA

AUM $10MTEAM 1REPS 1

Ayla Capital

AUM $10MTEAM 1REPS 1

BOB Holbrook Holdings LLC

AUM $10MTEAM 1REPS 1

Retirement Resources Inc.

Overland Park, KS

AUM $10MTEAM 2REPS 2

NYE Street Partners LLC

Saratoga Springs, NY

AUM $10MTEAM 8REPS 3

Williams Financial Services, LLC

AUM $10MTEAM 1REPS 1

J Bradin Financial LLC

AUM $10MTEAM 1REPS 1

I4 Advisors LLC

Indianapolis, IN

AUM $10MTEAM 1REPS 1

Paladin Capital

Arden Hills, MN

AUM $10MTEAM 5REPS 5

Other AUM ranges

$100M – $500MReported AUM7,656 FIRMS $500M – $1BReported AUM2,397 FIRMS $1B – $5BReported AUM3,230 FIRMS Over $5BReported AUM2,033 FIRMS

FINTRX platform

Need contacts and allocation intelligence for these firms?