RIAs: Under $100M AUM

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

Magna Advisors

AUM $2.9MTEAM 1REPS 1

Abacus Wealth Factors, LLC

Savannah, GA

AUM $2.9MTEAM 1REPS 1

EE Fund Management, LLC

AUM $2.9MTEAM 1REPS 1

LW Pacific Investments LLC

AUM $2.9MTEAM 1REPS 1

Jade Financial LLC

AUM $2.9MTEAM 1REPS 1

JT Asset Allocation LLC

Orland Park, IL

AUM $2.9MTEAM 2REPS 3

Seniorsolutions

AUM $2.9MTEAM 1REPS 1

Reinhart Asset Management LLC

Toledo, OH

AUM $2.9MTEAM 1REPS 1

Fusion Financial

Laguna Hills, CA

AUM $2.9MTEAM 1REPS 1

Blue Canyon Wealth

South Pasadena, CA

AUM $2.9MTEAM 1REPS 1

Hesperian Wealth

AUM $2.9MTEAM 1REPS 1

Baskerville Capital Management, LLC

AUM $2.9MTEAM 1REPS 1

4 Vertical

AUM $2.9MTEAM 1REPS 1

Jackson Peak Capital LLC

Lafayette, CA

AUM $2.9MTEAM 1REPS 1

Magpie Consulting LLC

AUM $2.9MTEAM 1REPS 1

Thrive Portfolios

San Diego, CA

AUM $2.9MTEAM 1REPS 1

Founder ETFs LLC

Dallas, TX

AUM $2.9MTEAM 1REPS 1

Lifestyle Financial Services, LLC

AUM $2.9MREPS 2

Karstens Wealth

Oak Brook, IL

AUM $2.9MTEAM 1REPS 1

Shore Financial Advisors, LLC

Easton, MD

AUM $2.9MTEAM 1REPS 1

Starbord LLC

AUM $2.9MTEAM 1REPS 1

Jonathan P.Lundmark, Cpa,Cfp

Tyler, TX

AUM $2.9MTEAM 1REPS 1

2020 Financial Planning LLC

Seattle, WA

AUM $2.9MTEAM 1REPS 1

Austec Wealth Management, LLC

AUM $2.9MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,828 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?