RIAs: Under $100M AUM

12,914 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Holzberg Wealth Management, Inc.

AUM $59.8MTEAM 2REPS 2

East Canyon Capital, LLC

AUM $59.7MTEAM 1REPS 1

Quantel Asset Management LLC

New York, NY

AUM $59.7MTEAM 3REPS 3

Sapphire Fiduciary Advisors, LLC

AUM $59.7MTEAM 1REPS 1

Asset Strategies, Inc

Lisle, IL

AUM $59.7MTEAM 7REPS 5

Stagner Financial Advisory

Edmond, OK

AUM $59.7MTEAM 4REPS 3

Atlantic Coast Financial

Kennebunk, ME

AUM $59.6MTEAM 2REPS 1

AEP Management Company, LLC

San Juan, PR

AUM $59.6MTEAM 1REPS 3

Sygnus Wealth Pr LLC

Guaynabo, PR

AUM $59.6MTEAM 2REPS 6

Schenkelberg Investments, LLC

AUM $59.5MTEAM 1REPS 1

Highmark, LLC

Brentwood, TN

AUM $59.5MTEAM 2REPS 2

Vega Financial LLC

AUM $59.5MTEAM 2REPS 2

A-V Capital Management, LLC

Metairie, LA

AUM $59.5MTEAM 2REPS 2

Blackfield Capital Management LLC

Rockville, MD

AUM $59.5MTEAM 2REPS 2

Opal Advisory LLC

Birmingham, AL

AUM $59.5MTEAM 3REPS 3

Mogul Wealth Management, Inc.

Manhattan Beach, CA

AUM $59.4MTEAM 2REPS 2

Guiding Wealth Management, LLC

Richardson, TX

AUM $59.4MTEAM 3REPS 3

Blue Rock Financial Services, Inc.

AUM $59.4MTEAM 1REPS 1

Spinnaker Financial Group, LLC

Independence, OH

AUM $59.4MTEAM 1REPS 1

Lifegoals Financial Group

Owosso, MI

AUM $59.4MTEAM 1REPS 1

Heronwood Capital LLC

AUM $59.4MTEAM 1REPS 1

RNB Wealth Management Group

AUM $59.4MTEAM 1REPS 1

Redfield, Blonsky & Starinsky, LLC

Westfield, NJ

AUM $59.4MTEAM 3REPS 2

Lasting Legacy Wealth Management, LLC

Alexandria, VA

AUM $59.3MTEAM 2REPS 1

Other AUM ranges

$100M – $500MReported AUM7,765 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,031 FIRMS

FINTRX platform

Need contacts and allocation intelligence for these firms?