RIAs: Under $100M AUM

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

Hartman, Jeremy

AUM $1.6MTEAM 1REPS 1

Gwblake & Company

AUM $1.6MTEAM 1REPS 1

SE Hunt Capital, LLC

AUM $1.6MTEAM 1REPS 1

Winston Wealth Strategies, LLC

AUM $1.5MTEAM 1REPS 1

Soaring Investment Management, LLC

AUM $1.5MTEAM 1REPS 1

Hilty Wealth Management LLC

AUM $1.5MTEAM 1REPS 1

To One Asset Management

AUM $1.5MTEAM 1REPS 1

Park Financial Planning Solutions, LLC

AUM $1.5MTEAM 1REPS 1

BVB and Partners S.A.

Geneva

AUM $1.5MTEAM 1REPS 4

CRG Wealth, LLC

Clear Lake, MN

AUM $1.5MTEAM 1REPS 1

Dakota Wealth Advisors LLC

Bismarck, ND

AUM $1.5MTEAM 1REPS 1

Phan Capital

AUM $1.5MTEAM 1REPS 1

Dehoff Wealth Advisory LLC

AUM $1.5MTEAM 1REPS 1

Fenwick Financial

AUM $1.5MTEAM 1REPS 1

G4 Financial Planning, LLC

AUM $1.5MTEAM 1REPS 1

Dalton Wealth Planners

Dalton, GA

AUM $1.5MTEAM 3REPS 2

DW Huff Advisory

Chalmette, LA

AUM $1.5MTEAM 1REPS 1

Baczkowski & Company

AUM $1.5MTEAM 1REPS 1

Weisert Investment Services, Inc.

AUM $1.5MTEAM 2REPS 2

Priore Investments

AUM $1.5MTEAM 1REPS 1

SHA Advisory

AUM $1.5MTEAM 1REPS 1

Iengage Asset Management LLC

Princeton, NJ

AUM $1.5MTEAM 1REPS 1

CG Capital Wealth LLC

Hialeah, FL

AUM $1.5MTEAM 1REPS 1

Obex Investments LLC

AUM $1.5MTEAM 2REPS 2

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?