RIAs: Under $100M AUM

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

Planning Trail Investments, LLC

AUM $1.9MTEAM 1REPS 1

C.R. Haupt LLC

AUM $1.9MTEAM 1REPS 1

Annualitix

AUM $1.9MTEAM 1REPS 1

Haney Capital Management

AUM $1.9MTEAM 1REPS 1

Anora Wealth

San Marcos, CA

AUM $1.9MTEAM 1REPS 1

Ardor Investment Management Consulting

Northfield, IL

AUM $1.9MTEAM 2REPS 2

Carroll Wealth Management Inc.

Chesterfield, MO

AUM $1.9MTEAM 1REPS 1

SKP Wealth

AUM $1.9MTEAM 1REPS 1

Del Val Retirement And Investment Services Inc

Doylestown, PA

AUM $1.9MTEAM 1REPS 1

Crossover Capital Trading LLC

AUM $1.9MTEAM 1REPS 3

First Due Financial LLC

Wareham, MA

AUM $1.9MTEAM 1REPS 1

Lincoln Investment Advisers, LLC

AUM $1.9MTEAM 1REPS 1

DBG Capital Advisors, LLC

AUM $1.9MTEAM 1REPS 1

I-Cthru Inc.

AUM $1.9MTEAM 2REPS 2

La Loma Capital

AUM $1.9MTEAM 1REPS 1

Companions On Your Journey

AUM $1.9MTEAM 1REPS 1

Pantile Investments

Boulder, CO

AUM $1.9MTEAM 4REPS 1

Fintech Wealth Management, LLC

AUM $1.9MTEAM 1REPS 1

Lakeside North Capital Advisors, LLC

AUM $1.9MTEAM 1REPS 1

Smartvalue Investment Management, LLC

AUM $1.9MTEAM 1REPS 1

Silverback Capital Management

AUM $1.9MTEAM 1REPS 1

Savvyfi

Franklin, TN

AUM $1.9MTEAM 15REPS 2

Wise Asset Management L.L.C.

AUM $1.9MTEAM 1REPS 1

Helping Hand Financial, LLC

Greenwood, IN

AUM $1.9MTEAM 2REPS 2

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?