RIAs: Under $100M AUM

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

Lift Asset Management

Englewood, CO

AUM $35.4MTEAM 2REPS 2

ABK Management LLC

AUM $35.4MTEAM 1REPS 1

Pioneer Advisory

AUM $35.3MTEAM 1REPS 1

South Coast Planning & Wealth Management

Fall River, MA

AUM $35.3MTEAM 1REPS 1

Johnson Capital Management, LLC

AUM $35.3MTEAM 1REPS 1

Holder & Company, Inc.

AUM $35.3MTEAM 1REPS 1

Armstrong Financial, Inc.

AUM $35.3MTEAM 1REPS 1

Jepsen Financial

AUM $35.3MTEAM 3REPS 1

Porta Investment Management

Vallejo, CA

AUM $35.3MTEAM 1REPS 1

QST Capital LLC

San Francisco, CA

AUM $35.3MTEAM 3REPS 2

Weyhill Investment Counsel, LLC

AUM $35.3MTEAM 1REPS 1

Patuxent Financial Planning, LLC

AUM $35.3MTEAM 1REPS 1

Dorfman Value Investments LLC

Boston, MA

AUM $35.3MTEAM 2REPS 2

Sorfis Investments, LLC

Chardon, OH

AUM $35.2MTEAM 3REPS 3

Simple Life Financial

AUM $35.2MTEAM 2REPS 2

Insight Investment Solutions

Eugene, OR

AUM $35.2MTEAM 1REPS 1

Sharp Wealth Management

Springfield, MO

AUM $35.2MTEAM 1REPS 1

Broad Reach Wealth Management, LLC

Sarasota, FL

AUM $35.2MTEAM 1REPS 1

Conway Asset Management, Inc.

Grosse Pointe Farms, MI

AUM $35.2MTEAM 1REPS 1

PF Wealth Management Group, LLC

Oakland, CA

AUM $35.2MTEAM 1REPS 1

Buell Investment Advisors

Glastonbury, CT

AUM $35.2MTEAM 4REPS 4

Xenith Capital

AUM $35.2MTEAM 1REPS 1

The Ivy League Advisory Group, LLC

San Tan Valley, AZ

AUM $35.1MTEAM 2REPS 2

SKY Vision Wealth, LLC

Columbus, OH

AUM $35.1MTEAM 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?