RIAs: Under $100M AUM

12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

BDL Wealth Management Pllc

Billings, MT

AUM $5.6MTEAM 2REPS 2

Advent Capital Strategies, LLC

AUM $5.6MTEAM 1REPS 1

Trident Wealth Management, LLC

Scottsdale, AZ

AUM $5.6MTEAM 1REPS 1

Wrenn House Investments LLC

Winston Salem, NC

AUM $5.6MTEAM 1REPS 1

Ewing Wealth Management

AUM $5.6MTEAM 1REPS 1

PLC Investment Solutions, LLC

AUM $5.6MTEAM 1REPS 1

MAY Tree Financial Planning LLC

AUM $5.6MTEAM 1REPS 1

Ronald Ray Schulze

AUM $5.6MTEAM 1REPS 1

Financial Spectrum Inc.

Jenkintown, PA

AUM $5.6MTEAM 1REPS 1

Lattice Financial, LLC

AUM $5.6MTEAM 1REPS 1

Diegelman Capital Advisors

AUM $5.6MTEAM 1REPS 1

Launch Wealth Management

AUM $5.6MTEAM 1REPS 1

Blue Elm Advisors

Holmes, NY

AUM $5.6MTEAM 2REPS 2

Vertice Capital Partners, LLC

AUM $5.6MTEAM 1REPS 1

Blossom Balance LLC

Gainesville, GA

AUM $5.6MTEAM 1REPS 1

Saffron Capital, LLC

Minneapolis, MN

AUM $5.6MTEAM 1REPS 1

Centennial Wealth Management Inc.

AUM $5.6MTEAM 2REPS 2

Keybridge Capital

Quincy, IL

AUM $5.6MTEAM 1REPS 1

Tricord Investment Advisors, Inc.

AUM $5.6MTEAM 1REPS 1

Horizon Investment Counsel LLC

AUM $5.6MTEAM 1REPS 1

Manor Road Capital Partners, LLC

AUM $5.6MTEAM 1REPS 1

Underhill Investments, LLC

Berkely, MI

AUM $5.6MTEAM 1REPS 1

Bldr Wealth LLC

Shawnee, KS

AUM $5.6MTEAM 2REPS 3

Niemann Investments LLC

Riverton, UT

AUM $5.6MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,677 FIRMS $500M – $1BReported AUM2,399 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,035 FIRMS

FINTRX platform

Need contacts and allocation intelligence for these firms?