RIAs: Under $100M AUM

12,908 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

West Financial Planning

AUM $4.7MTEAM 1REPS 1

Summit Wealth LLC

Haysville, KS

AUM $4.7MTEAM 1REPS 1

The Siekmann Company

Plain City, OH

AUM $4.7MTEAM 8REPS 3

G. P. Greco & Co, Inc.

Palo Alto, CA

AUM $4.7MTEAM 1REPS 1

Five8 Financial LLC

Rogers, AR

AUM $4.7MTEAM 2REPS 2

IUR Capital, LLC

Miami, FL

AUM $4.7MTEAM 1REPS 1

Integrity Dynamic Investments LLC

AUM $4.7MTEAM 1REPS 1

PK Quantitative Investing, LLC

AUM $4.7MTEAM 1REPS 1

Alvarado & Associates, LLC

AUM $4.7MTEAM 1REPS 1

Actuarial Direct LLC

Pahrump, NV

AUM $4.7MTEAM 1REPS 2

Bishop Financial Services LLC

Naperville, IL

AUM $4.7MTEAM 1REPS 1

Discovery Investment Research LLC

AUM $4.7MTEAM 1REPS 1

White Sail Advisors LLC

AUM $4.7MTEAM 1REPS 1

Independence Wealth Group

AUM $4.7MTEAM 3REPS 3

Rack Consulting LLC

AUM $4.7MTEAM 1REPS 1

3g Capital LLC

Urbandale, IA

AUM $4.7MTEAM 1REPS 1

Colomb Investment Management Company, LLC

Metairie, LA

AUM $4.7MTEAM 8REPS 8

Robert W. Colby Asset Management, Inc.

New York, NY

AUM $4.6MTEAM 2REPS 2

Two Pillars Asset Management

Frisco, TX

AUM $4.6MTEAM 1REPS 1

Armory Oak Wealth LLC

Saint Louis, MO

AUM $4.6MTEAM 1REPS 1

Main Street Asset Managment

Sherman, TX

AUM $4.6MREPS 1

Advisor One, LLC

Springfield, MO

AUM $4.6MTEAM 1REPS 1

Wayfinder Wealth Warriors LLC

AUM $4.6MTEAM 1REPS 1

Bf, LLC

Houston, TX

AUM $4.6MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,779 FIRMS $500M – $1BReported AUM2,406 FIRMS $1B – $5BReported AUM3,234 FIRMS Over $5BReported AUM2,032 FIRMS

FINTRX platform

Need contacts and allocation intelligence for these firms?