RIAs: Under $100M AUM

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

Winslow Asset Group, LLC

AUM $1.2MTEAM 1REPS 1

CIG Asset Management

Lansing, MI

AUM $1.2MTEAM 1REPS 3

Seva Funds, LLC

AUM $1.2MTEAM 1REPS 1

Elderkin Wealth Management LLC

AUM $1.2MTEAM 1REPS 1

True Purpose Advisors, LLC

AUM $1.2MTEAM 1REPS 1

Legs Financial

AUM $1.2MTEAM 1REPS 1

JI Financial Services, LLC

AUM $1.2MTEAM 1REPS 1

Johnson Capital Global Advisory L.L.C.

AUM $1.2MTEAM 1REPS 1

Kind Capital Wealth LLC

AUM $1.2MTEAM 1REPS 1

Oxford Capital

West Lafayette, IN

AUM $1.2MTEAM 1REPS 1

Hyperion Wealth Management LLC

New York, NY

AUM $1.2MTEAM 1REPS 1

Streamline Financial Strategies Ltd

Ada, OH

AUM $1.2MTEAM 3REPS 3

Green Leaf Advisors

New Bethlehem, PA

AUM $1.2MTEAM 1REPS 1

Norstar Financial of Plano, LLC

AUM $1.2MTEAM 2REPS 1

Michael E. Reichek Dba Reichek Financial Services

AUM $1.2MTEAM 2REPS 1

Best Investment Options, LLC

Louisville, KY

AUM $1.2MTEAM 1REPS 1

Zimmer Capital Management LLC

AUM $1.2MTEAM 1REPS 1

DUE West Wealth Advisors LLC

Marietta, GA

AUM $1.2MTEAM 2REPS 1

RA Advisory LLC

AUM $1.2MTEAM 1REPS 1

Rewealth

AUM $1.2MTEAM 1REPS 1

Zion Capital LLC

AUM $1.2MTEAM 1REPS 1

C.S Wealth LLC

AUM $1.2MTEAM 1REPS 1

RC Private Wealth, LLC

Miami, FL

AUM $1.2MTEAM 1REPS 2

Virgil Wealth Advisory

Cincinnati, OH

AUM $1.2MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,773 FIRMS $500M – $1BReported AUM2,405 FIRMS $1B – $5BReported AUM3,233 FIRMS Over $5BReported AUM2,032 FIRMS

FINTRX platform

Need contacts and allocation intelligence for these firms?