RIAs: Under $100M AUM

12,861 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Hidalgo,Janet

AUM $5MTEAM 1REPS 1

1st Financial LLC

New Port Richey, FL

AUM $5MTEAM 1REPS 1

W.M. Baker Investments LLC

AUM $5MTEAM 1REPS 1

Step Financial Services, LLC

AUM $5MTEAM 1REPS 1

Cambridge Financial Services

AUM $5MTEAM 1REPS 1

Steven William Sherman

AUM $5MTEAM 1REPS 1

Broadreach Capital, LLC

AUM $5MTEAM 1REPS 1

Bora Capital, LLC

AUM $5MTEAM 4REPS 4

D Squared Capital Management, LLC

Oro Valley, AZ

AUM $5MTEAM 1REPS 2

Financial Consulting Professionals, LLC

AUM $5MTEAM 1REPS 1

Hidden Pine Partners, LLC

New York, NY

AUM $5MTEAM 3REPS 2

Rook Strategies Wealth Management, Pllc

AUM $5MTEAM 1REPS 1

Opes Capital Group, LLC

Los Angeles, CA

AUM $5MTEAM 2REPS 2

Schooner Wealth Management

AUM $5MTEAM 1REPS 1

Tactical Investments

Longboat Key, FL

AUM $5MTEAM 1REPS 1

Onelegacy Advisors, LLC

Green Bay, WI

AUM $5MTEAM 2REPS 1

Markertree Capital, LLC

AUM $5MTEAM 1REPS 1

White River Capital Advisors, LLC

AUM $5MTEAM 2REPS 2

Wealthadvisor365

AUM $5MTEAM 1REPS 1

Aspired Wealth

AUM $5MTEAM 1REPS 1

Integrated Wealth Management Solutions, LLC

AUM $5MTEAM 1REPS 1

Truesdell Wealth, Inc.

Ocala, FL

AUM $5MTEAM 4REPS 1

Tracker Research LLC

Seattle, WA

AUM $5MTEAM 1REPS 1

Gerritz Wealth Management, Inc.

AUM $5MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,833 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,035 FIRMS

FINTRX platform

Need contacts and allocation intelligence for these firms?