RIAs: Under $100M AUM

12,982 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Shimkus, Peter E

AUM $26.4MTEAM 1REPS 1

University Wealth Advisors LLC

AUM $26.4MTEAM 1REPS 1

Clear View Wealth Advisors

Orchard Park, NY

AUM $26.4MTEAM 1REPS 1

Beagle Invest

AUM $26.4MTEAM 5REPS 1

JAC Wealth Management Services, LLC

AUM $26.4MTEAM 1REPS 1

PI Wealth Plan LLC

AUM $26.4MTEAM 1REPS 1

Gorian Investments

AUM $26.3MTEAM 1REPS 1

River Tree Capital Management

AUM $26.3MTEAM 1REPS 1

Mccann Wealth Strategies,Inc.

State College, PA

AUM $26.3MTEAM 4REPS 2

Haykin Wealth Management, Corp

Denver, CO

AUM $26.3MTEAM 2REPS 2

Emmanuel Capital Management, LLC

AUM $26.3MTEAM 1REPS 1

Mcdonald Hartman Wealth Advisors

Santa Monica, CA

AUM $26.3MTEAM 1REPS 1

Planning For Progress

AUM $26.3MTEAM 1REPS 1

Lawrence, Alan

AUM $26.3MTEAM 1REPS 1

S.E. Thorn & Co

AUM $26.3MTEAM 1REPS 1

Continuum Wealth Strategies, LLC

AUM $26.3MTEAM 1REPS 1

Virginia Global Asset Management, LLC

Norfolk, VA

AUM $26.3MTEAM 2REPS 2

Royal Road Wealth Partners, LLC

New Orleans, LA

AUM $26.2MTEAM 2REPS 2

Wealth2b

AUM $26.2MTEAM 6REPS 3

Brick Street Equity Management, LLC

AUM $26.2MTEAM 1REPS 1

Gary M. Martinez

Mulvane, KS

AUM $26.2MTEAM 1REPS 1

Tula Investment Group LLC

AUM $26.2MTEAM 1REPS 1

Benchmark Financial

Cedar Falls, IA

AUM $26.2MTEAM 3REPS 3

Warden Wealth Management, LLC

Milwaukee, WI

AUM $26.2MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,656 FIRMS $500M – $1BReported AUM2,405 FIRMS $1B – $5BReported AUM3,229 FIRMS Over $5BReported AUM2,029 FIRMS

FINTRX platform

Need contacts and allocation intelligence for these firms?