RIAs: Under $100M AUM

12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

P3 Asset Management

Gig Harbor, WA

AUM $40.3MTEAM 3REPS 2

Pelican Bay Asset Management, Inc.

AUM $40.3MTEAM 1REPS 1

Rothamel Wealth Management, LLC

AUM $40.3MTEAM 1REPS 1

Williams 360 Financial Advisory, LLC

AUM $40.3MTEAM 1REPS 2

Alpha & Omega

La Mesa, CA

AUM $40.3MTEAM 11REPS 5

SW Private Wealth, LLC

Needham, MA

AUM $40.2MTEAM 1REPS 1

Carty Financial, Inc.

AUM $40.2MTEAM 1REPS 1

New Southern Advisory Services

Germantown, TN

AUM $40.2MTEAM 1REPS 2

Greenville Capital

Greenville, SC

AUM $40.2MTEAM 1REPS 1

True Root Financial

AUM $40.2MTEAM 1REPS 1

Enloe Financial Advisory LLC

AUM $40.2MTEAM 1REPS 1

Baztec Capital Management, LLC

AUM $40.2MTEAM 1REPS 1

ZEN Wealth Advisors, LLC

Marlborough, MA

AUM $40.2MTEAM 1REPS 1

One Wild Life Advisors LLC

Chicago, IL

AUM $40.2MTEAM 2REPS 2

Bridger Financial Services, LLC

Temecula, CA

AUM $40.2MTEAM 2REPS 2

Walker & Associates

AUM $40.2MTEAM 1REPS 3

Mccurdy & Andrew Investments, LLC

Sturbridge, MA

AUM $40.2MTEAM 2REPS 2

Azimuth Wealth Advisors

San Diego, CA

AUM $40.2MTEAM 2REPS 2

C & S Capital Management, Inc.

Bismarck, AR

AUM $40.2MTEAM 2REPS 2

Meziab Capital Management, Inc.

AUM $40.1MTEAM 1REPS 1

Vantage Point Investments, Inc.

AUM $40.1MTEAM 3REPS 3

Dawson Investment Management

Walnut Creek, CA

AUM $40.1MTEAM 1REPS 1

J. Loyd Capital Management, LLC

AUM $40.1MTEAM 2REPS 2

Intelligent Fanatics Capital Management, LLC

AUM $40.1MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,659 FIRMS $500M – $1BReported AUM2,405 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,031 FIRMS

FINTRX platform

Need contacts and allocation intelligence for these firms?