RIAs: Under $100M AUM

12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Kcllc

Alhambra, CA

AUM $23.2MTEAM 1REPS 1

Stardust Wealth Strategies

AUM $23.1MTEAM 1REPS 1

Simplified Wealth Management, LLC

Barrington, IL

AUM $23.1MTEAM 3REPS 3

Vance Financial Planning

AUM $23.1MTEAM 1REPS 1

Enlight Financial LLC

AUM $23.1MTEAM 1REPS 1

Crossroads Capital Management LLC

AUM $23.1MTEAM 1REPS 1

Kcpag Financial Advisors LLC

Robinson, IL

AUM $23.1MTEAM 17REPS 14

Crossroads Financial Services Inc

AUM $23.1MTEAM 1REPS 1

Pihl Financial Planning

AUM $23.1MTEAM 1REPS 1

JV Global Capital, Inc.

Houston, TX

AUM $23.1MTEAM 1REPS 6

Marcellus Capital Management, LLC

Skaneateles, NY

AUM $23.1MTEAM 1REPS 1

Vassos Investments, LLC

AUM $23.1MTEAM 2REPS 2

RLC Capital Management

AUM $23.1MTEAM 1REPS 1

Alvista Wealth Consulting, LLC

AUM $23.1MTEAM 1REPS 1

Hamilton Management Group, Inc.

AUM $23.1MTEAM 2REPS 2

Footlamp

Atlanta, GA

AUM $23.1MTEAM 1REPS 1

Transparenza Advisors LLC

Miami, FL

AUM $23.1MTEAM 2REPS 2

Stoneridge Wealth Advisors, LLC

AUM $23.1MTEAM 1REPS 1

Shell Capital Management, LLC

Knoxville, TN

AUM $23.1MTEAM 2REPS 2

Randazzo Capital Management, LLC

AUM $23MTEAM 1REPS 1

Bell Rock Asset Management LLC

AUM $23MTEAM 1REPS 1

Beall Financial Planning, Inc.

Macon, GA

AUM $23MTEAM 2REPS 2

Bush River Trust, LLC

Hunt Valley, MD

AUM $23MTEAM 1REPS 1

Panoramic Financial Planning

AUM $23MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,827 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,036 FIRMS

FINTRX platform

Need contacts and allocation intelligence for these firms?