RIAs: Under $100M AUM

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

Aionios Capital Partners, LLC

Newport Beach, CA

AUM $2.5MTEAM 1REPS 1

Omni Investment Solutions LLC

Mesa, AZ

AUM $2.5MTEAM 3REPS 4

Total Financial Planning, LLC

AUM $2.5MTEAM 1REPS 1

Differential Planning LLC

AUM $2.5MTEAM 1REPS 1

Inexco Advisors LLC

AUM $2.5MTEAM 3REPS 3

Kwma

AUM $2.5MTEAM 1REPS 1

Greenfield Financial Services, LLC

AUM $2.5MTEAM 1REPS 1

JRM Capital Management Inc.

AUM $2.5MTEAM 1REPS 2

My Investment Path

Coral Gables, FL

AUM $2.5MTEAM 2REPS 2

Flourish Financial Life Planning

AUM $2.5MREPS 1

Michael Fulcher, Cpa

AUM $2.5MTEAM 1REPS 1

Dorgeolis Capital LLC

Crestview, FL

AUM $2.5MTEAM 1REPS 1

P. Worldwide, LLC

AUM $2.5MTEAM 1REPS 1

The Jones Stewardship Group, LLC

Elk Grove, CA

AUM $2.5MTEAM 1REPS 1

Proyash Capital Management

AUM $2.5MTEAM 2REPS 1

Life Stage Investing, LLC

AUM $2.5MTEAM 1REPS 1

GET Rich Slowly LLC

AUM $2.5MTEAM 1REPS 1

Gramercy Private Wealth LLC

Brooklynn, NY

AUM $2.5MTEAM 1REPS 1

Purple Mountain Investment Advisors LLC

AUM $2.5MTEAM 2REPS 1

Stillwater Investments

AUM $2.5MTEAM 1REPS 1

Flatlands Wealth LLC

Oklahoma City, OK

AUM $2.5MTEAM 1REPS 1

Golconda Capital Management, LLC

AUM $2.5MTEAM 1REPS 1

Idylian Capital

Mcallen, TX

AUM $2.5MTEAM 2REPS 2

Penserra Wealth Management

Orinda, CA

AUM $2.5MTEAM 2REPS 7

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?