RIAs: Under $100M AUM

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

Schooner Wealth Management

AUM $5MTEAM 1REPS 1

Bemiston Asset Management, LLC

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

Masterson Investment Counsel

AUM $5MTEAM 1REPS 1

Carriere Financial Planning LLC

AUM $5MTEAM 1REPS 1

Aspire Financial Advisors, Inc.

AUM $4.9MREPS 1

Wallace Advisors

AUM $4.9MTEAM 1REPS 1

Lybis Investing

AUM $4.9MTEAM 1REPS 1

Larsen Financial Services

AUM $4.9MTEAM 1REPS 1

Guepardo Investimentos Ltda

So Paulosp

AUM $4.9MTEAM 11REPS 4

Sun Global LLC

King Of Prussia, PA

AUM $4.9MTEAM 3REPS 6

Barton Creek Advisors, LLC

AUM $4.9MTEAM 1REPS 1

J.Pappas Investments

AUM $4.9MTEAM 2REPS 1

JLE Wealth Management, LLC

San Diego, CA

AUM $4.9MTEAM 1REPS 1

Retirement & Investment Planning, Inc.

Petoskey, MI

AUM $4.9MTEAM 2REPS 1

By Design Financial Planning

Greensboro, NC

AUM $4.9MTEAM 1REPS 1

Grizzle Investment Management LLC

AUM $4.9MTEAM 3REPS 3

Foresight Investing

AUM $4.9MTEAM 1REPS 1

Campos Financial

Miami, FL

AUM $4.9MTEAM 1REPS 1

Skinner Financial Services

Sioux Falls, SD

AUM $4.9MTEAM 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?