RIAs: Under $100M AUM

12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Diversified Capital Wealth Management, LLC

Mequon, WI

AUM $22.2MTEAM 2REPS 2

Centurion Wealth Management LLC

Suwanee, GA

AUM $22.2MTEAM 1REPS 1

Railroad Street Wealth Management, LLC

AUM $22.1MTEAM 1REPS 1

Skinner Advisory, Ltd.

AUM $22.1MTEAM 1REPS 1

YOU First Financial LLC

Holladay, UT

AUM $22.1MTEAM 2REPS 2

Personal Prosperity LLC

AUM $22.1MTEAM 2REPS 1

King Capital Management LLC

AUM $22.1MTEAM 1REPS 2

Paramount Investments, LLC

AUM $22.1MTEAM 1REPS 1

Valiant Financial Planning, LLC

AUM $22.1MTEAM 1REPS 1

Atorie Advisors, LLC

AUM $22.1MTEAM 3REPS 1

Altanes Investments, LLC

AUM $22.1MTEAM 1REPS 1

CES Investment Strategies

AUM $22.1MTEAM 1REPS 1

Olson Consulting LLC

AUM $22.1MTEAM 3REPS 1

Tri-Quest Investment Advisors

Fresno, CA

AUM $22.1MTEAM 1REPS 1

Advitica Financial Planning LLC

AUM $22.1MTEAM 1REPS 1

Palmer Wealth Planning

AUM $22.1MTEAM 1REPS 1

Oakleaf Asset Advisors

AUM $22.1MTEAM 1REPS 1

Binnacle Financial Group LLC

AUM $22.1MTEAM 1REPS 1

Family Retirement LLC

Seattle, WA

AUM $22MTEAM 2REPS 1

Wealthix Capital

Virginia Beach, VA

AUM $22MTEAM 1REPS 1

WCP Capital Management LLC

Columbia, SC

AUM $22MTEAM 1REPS 1

Soman Advisors LLC

AUM $22MTEAM 1REPS 1

Arrow Financial Group

Farmington Hills, MI

AUM $22MTEAM 4REPS 5

Financial Planning Concepts, Inc.

AUM $22MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,773 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?