RIAs: Under $100M AUM

12,907 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Elite Wealth Management, LLC

San Diego, CA

AUM $1.6MTEAM 2REPS 1

Minas Wealth Management LLC

Okatie, SC

AUM $1.6MTEAM 1REPS 1

Palladium Wealth Management, LLC

Burke, VA

AUM $1.6MTEAM 1REPS 1

Jolley Wealth Management, LLC

Scottsdale, AZ

AUM $1.6MTEAM 1REPS 1

Cobb Planning Group

Santa Ana, CA

AUM $1.6MTEAM 1REPS 1

US Wealth Management Advisors, LLC

AUM $1.6MTEAM 1REPS 1

Legacy Wealth Management Group, LLC

Dothan, AL

AUM $1.6MTEAM 1REPS 1

Render Financial, LLC

AUM $1.6MTEAM 1REPS 1

Carlson Financial Advisory, LLC

Liberty Lake, WA

AUM $1.6MTEAM 1REPS 1

Stewardship Investment Services LLC

AUM $1.6MTEAM 1REPS 1

Nemo Capital

AUM $1.6MTEAM 1REPS 1

Johnson Wealth Management, LLC

Palm Coast, FL

AUM $1.6MTEAM 1REPS 1

Point 16 Capital, LLC

Dallas, TX

AUM $1.6MTEAM 1REPS 2

Whisper Financial

AUM $1.6MTEAM 1REPS 1

Legatum Services LLC

St. Augustine, FL

AUM $1.6MTEAM 1REPS 1

Ridgeback Wealth Management

Peachtree City, GA

AUM $1.6MTEAM 1REPS 1

Bishopsgate Investment Company

AUM $1.6MTEAM 1REPS 1

Freedom Asset Management Inc.

AUM $1.6MTEAM 1REPS 1

Latham Financial LLC

AUM $1.6MTEAM 1REPS 1

Summit Gates Capital

AUM $1.6MTEAM 1REPS 1

Sigma Capital Management

AUM $1.6MTEAM 1REPS 1

Wellfin360

AUM $1.6MTEAM 1REPS 1

Portafolio Capital Management

San Antonio, TX

AUM $1.6MTEAM 1REPS 1

Create Your Path LLC

AUM $1.6MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,778 FIRMS $500M – $1BReported AUM2,406 FIRMS $1B – $5BReported AUM3,233 FIRMS Over $5BReported AUM2,032 FIRMS

FINTRX platform

Need contacts and allocation intelligence for these firms?