RIAs: Under $100M AUM

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

Schneider, Franz

AUM $9.7MTEAM 1REPS 1

Equal Path Investments

Tacoma, WA

AUM $9.7MTEAM 2REPS 1

Mcdonnell Financial Services

Pasadena, CA

AUM $9.7MTEAM 1REPS 1

Diversified Consumer Planning LLC

AUM $9.7MTEAM 2REPS 2

Fieldstone Money Management, Inc.

AUM $9.7MTEAM 2REPS 2

SMR Strategic Investments, LLC

AUM $9.7MTEAM 1REPS 1

Epoch Family Wealth

AUM $9.7MTEAM 1REPS 1

Bison Wealth Management, LLC

AUM $9.7MTEAM 1REPS 1

Davenport Advisors 14 LLC

Newport Beach, CA

AUM $9.7MTEAM 1REPS 2

Haas Capital Management LLC

Fort Collins, CO

AUM $9.7MTEAM 1REPS 1

Portolan Financial Planning LLC

AUM $9.7MTEAM 1REPS 1

Higher Impact Financial, LLC

Riverside, CA

AUM $9.7MTEAM 1REPS 1

Montecito Investment Strategies

AUM $9.7MTEAM 1REPS 1

VDB Wealth

AUM $9.7MTEAM 1REPS 1

HDI Capital LLC

AUM $9.7MTEAM 3REPS 4

WRK Investments, LLC

AUM $9.7MTEAM 1REPS 1

Whisper Wealth Builders

AUM $9.7MTEAM 1REPS 1

Bright Forge Capital, LLC

AUM $9.7MTEAM 1REPS 1

Kehoe Investment Services, Inc

AUM $9.7MTEAM 1REPS 1

Five Stone Capital, LLC

AUM $9.7MTEAM 2REPS 2

Total Return Capital

Linthicum Heights, MD

AUM $9.7MTEAM 1REPS 1

Young Financial & Insurance Services

AUM $9.7MTEAM 1REPS 1

Onitus Capital, LLC

Newport Beach, CA

AUM $9.6MTEAM 1REPS 2

The World Changers Investments, LLC

Miami, FL

AUM $9.6MTEAM 2REPS 2

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?