RIAs: Under $100M AUM

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

Clear Waters Financial Network LLC

AUM $20.5MTEAM 2REPS 2

Oppna Wealth LLC

Knoxville, TN

AUM $20.5MTEAM 1REPS 1

Rioux & Company, LLC

AUM $20.5MTEAM 1REPS 3

Sprincz Advisory Group, LLC

Littleton, CO

AUM $20.4MTEAM 1REPS 1

Harvest Capital Management, LLC

Quincy, MA

AUM $20.4MTEAM 1REPS 2

Subnani Investment Research, LLC

AUM $20.4MTEAM 1REPS 1

Echo Prudent Capital LLC

AUM $20.4MTEAM 1REPS 1

Farm Girl Capital LLC

Albany, CA

AUM $20.4MTEAM 1REPS 1

Jane Financial, LLC

AUM $20.4MTEAM 2REPS 1

Siegel Asset Management Partners

AUM $20.4MTEAM 2REPS 1

Java Wealth Planning

AUM $20.4MTEAM 2REPS 2

Maven Group LLC

Rancho Santa Fe, CA

AUM $20.4MTEAM 1REPS 1

Portfoliosboston

East Dennis, MA

AUM $20.4MTEAM 1REPS 1

Glean Financial, Inc.

Chattanooga, TN

AUM $20.4MTEAM 2REPS 1

Koda Wealth Management

Abilene, TX

AUM $20.4MTEAM 2REPS 1

The Freedom Experience, Inc.

AUM $20.4MTEAM 1REPS 1

Oakton Financial, LLC

Reston, VA

AUM $20.4MTEAM 1REPS 1

Obertlik Wealth Management LLC

AUM $20.4MTEAM 1REPS 1

About Time Financial Planning

AUM $20.4MTEAM 1REPS 1

Golden Lion Wealth Management, LLC

AUM $20.4MTEAM 1REPS 1

Diversified Capital Corp.

AUM $20.4MTEAM 1REPS 1

Pinnacle Financial Freedom LLC

AUM $20.4MTEAM 1REPS 1

Heal Financial LLC

AUM $20.3MTEAM 1REPS 1

Compass Technology Group, Inc.

Menlo Park, CA

AUM $20.3MTEAM 3REPS 3

Other AUM ranges

$100M – $500MReported AUM7,773 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,031 FIRMS

FINTRX platform

Need contacts and allocation intelligence for these firms?