RIAs: Under $100M AUM

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

Narrow Road Asset Management

AUM $2.9MTEAM 1REPS 1

Abbington Wells LLC

AUM $2.9MTEAM 1REPS 1

Elite Wealthcare LLC

AUM $2.9MTEAM 1REPS 1

W Bradley Wealth Management LLC

AUM $2.9MTEAM 1REPS 1

Sundance Wealth Management

AUM $2.9MTEAM 1REPS 1

Ristau Capital, LLC

AUM $2.9MTEAM 1REPS 1

Infinity Financial Wealth Management LLC

Norcross, GA

AUM $2.9MTEAM 1REPS 1

Financial Wellness Solutions, LLC

AUM $2.9MTEAM 1REPS 1

Compound Insight

AUM $2.9MTEAM 1REPS 1

Lepore Financial Services LLC

Manasquan, NJ

AUM $2.9MTEAM 1REPS 2

Insight Total Stewardship

Havertown, PA

AUM $2.9MTEAM 2REPS 2

MJS Capital Inc.

AUM $2.9MTEAM 1REPS 1

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

Finco Advisory 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

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?